Discover tips, workflows and community insights to help you master Quicken Simplifi at its best.
Feel free to introduce yourself and post any questions or feedback regarding the Community here!
Here, you'll find Release Notes, new features, newly added banks, and other updates from our Product Team. Note: Product Update Announcements are for informational purposes only and are therefore closed to comments.
If there's an emerging issue with Quicken Simplifi, we'll post an alert here. Note: Community Alerts are for informational purposes only and are therefore closed to comments.
Here, you'll find all of the known issues related to Online Banking and Quicken Simplifi. Note: Community Alerts are for informational purposes only and are therefore closed to comments.
Here, you can post your questions about using Quicken Business & Personal!
Here, you can post your questions about using Quicken Simplifi!
UPDATED 10/19/26: Discover / Capital One FDP-101 error
Join us in The Water Cooler!
I just checked out AI to get Amazon purchases categorized, as it seems we may see this feature only in a several years (not even planend yet after 4 years of asking and other companies already doing it). Here is what I did, and works well so far: - export categories from Quicken Simplifi (well not directly yet, but export…
Just about 100% of the people I know have an Amazon account at this point. It would be amazing to have some workflow/features that would help us split the credit card charges by the Amazon purchase details, when categorizing/splitting. I know someone wrote an Amazon order detail syncing thing for another product, just…
Any update on the progress of resolving the CIT Bank connectivity issue?
The new Retail Purchase Categorization for organizing your Amazon orders is amazing. I tried it out in Quicken Classic. It solves the issue of looking at a million orders and having no clue what each is. So can we get the same tool in Quicken Simplifi? Thank you. [edited - readability]
Has there been communication issues with Morgan Stanley?
November 8, my Discover Bank accounts will move to Capital One. How can I assure all my transactions flow to Simplify correctly? When my credit card transitioned, only 3months of transactions came over and I had to manually enter several months.
When I try to create a recurring transaction on iPad Pro, the keypad for the amount field is unusable, it briefly appears then disappears, and cannot be brought back up. This screams of a development environment where they only tested with a keyboard. See:
With the latest Transaction Review feature, we want to hear your feedback! Let us know what you think by commenting below. Here is our announcement with more details:
We’d love to hear your feedback on Comparison Reports! For more information about this feature, including how it works and where it’s available, please see our announcement: Have feedback, questions, or suggestions? Share them below! If you encounter an issue, please include the report you’re viewing, the date ranges…
Want to see how your finances have changed over time? Comparison Reports are now available on web and mobile! With the new Compare option, you can compare the current report period against another period to see how your income and spending have changed. You can choose from: Prior year — Compare your current date range with…
I have changed my password several times but I continue to see this error. Is this a known issue? Is there any resolution? To connect to your account, you must change your password at the website for TJX Rewards Credit Card. Care Code: FDP-109
I like the report functionality and I use it often but there is one annoying aspect. When looking at a report and clicking on an amount to see the detail, it takes you to the detail page which is perfect. But when you return to the main report screen, it refreshes completely, taking you to the top of the report instead of…
I have been using Quicken for about a year to manage my personal finances, and overall, I really enjoy the software. I do, however, have one suggestion that I believe could make it more useful for the average person, regardless of their financial situation or goals. Most people who use personal finance software have some…
Revert the Bills & Income section back to how it previously looked by showing both paid and unpaid bills as well as received and unreceived income. Currently, once a bill is paid it disappears instead of showing 'Paid' which is not very useful. I want to see that it shows paid vs have it disappear and only assume.
Can we get the same functionality in the main transactions page to only show transactions, Since YYYY," like Since 2025, that exists in the Investment Transactions page? It's tedious to always use the calendar to filter the date ranges, or enter a search with a >MM/DD/YYYY shortcut.
I am close to having to reorder checks. I would LIKE to switch from voucher checks (one check per page with 2 vouchers) to standard checks (3 on a page) to save paper and space. However, in my testing, I cannot print a check successfully when there is only one left. My fancy inkjet printer (XP-7100) won't in portrait…
It would be useful if rules had the option to assign a particular flag. For example, to flag a particular payee with a yellow flag.
Good morning, I have a CFNA credit card and the balance shows zero in Simplify however, the CFNA website shows that I have a balance. Can this be fixed?
Continue to get following Quicken/SImplifi Message when trying to connect to Huntington National Bank. This has been an issue all day. "We are unable to connect to Huntington National Bank at this time. Please try again later. Care Code: FDP-102"
We are currently seeing an issue with Wells Fargo returning an incorrect balance in Quicken Simplifi. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they become available, please click the bookmark ribbon located in the upper right. If you do not see the bookmark…
Hello everyone! Here are the issues and features we were able to tackle with the 6.42.0 Mobile Release, released on October 22nd: FIXED: Error when dismissing a reminder. FIXED: Net Worth feature using incorrect tooltip type. FIXED: In Review Transactions, the applied filter text overlaps the transaction card when no…
Hello everyone! Here are the issues and features we were able to tackle with the 6.42.0 Web Release, released on October 21st: FIXED: Error when dismissing a reminder. FIXED: Can't select "last day of month" as the recurring date when creating a recurring series on the last day of the month. FIXED: Net Worth feature using…
We are currently seeing an issue where transactions are missing with Nuvision Credit Union in Quicken Simplifi. This is a known issue on the provider's side, and we do not have an ETA for a resolution at this time. To be notified of updates as they become available, please click the bookmark ribbon located in the upper…
We are currently seeing an issue with Pelican Credit Union returning an FDP-2505 / EWC+ Authentication Redirect Failure error in Quicken Simplifi. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they become available, please click the bookmark ribbon located in…
We are currently seeing an issue with Marcus by Goldman Sachs returning an INTERNAL_SERVER_ERROR when connecting accounts in Quicken Simplifi. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they become available, please click the bookmark ribbon located in the…
We are currently seeing an issue affecting Discover card accounts in Quicken Simplifi. Our teams are already working to resolve the issue, though we do not have an ETA at this time. To be notified of updates as they become available, please click the bookmark ribbon located in the upper right. If you do not see the…
Since it’s October, let’s take a little trip down memory lane... What was your first car or motorcycle? Bonus points if it was a little spooky, beat-up, or held together by sheer determination. 😸 Did you love it, hate it, or somehow manage to keep it running forever? And more importantly, was it a spooky nightmare for your…
If you want to post a to the community, just click the “New Post” button on the Homepage or on top of each thread page. Here, you may see a few options in the dropdown: Ask a Question: if you just have a question about how to do something in Simplifi, select this option. You'll be notified via email if someone has answered…
Tips and Tricks * Use the reactions. These let you share how you feel about other’s comments. The most liked content shows up on the Best Of page. * Mention others. Put an @ symbol before the username to mention someone. They’ll get notified when you do. * Update your notification preferences. You’ll receive a notification…
Congrats to our most Active Monthly Users!
