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Balances in Simplifi are either not updating at all or being very laggy to update. I noticed that when adding manual transactions to an account that the balance wouldn't update immediately. It would sometimes update randomly after some period of time, but it never reflected the correct balance. In the past, when I've added…
We are currently investigating an issue where manual accounts either have a balance discrepancy or show a $0 balance in Simplifi. We currently have no ETA to provide on when a resolution can be expected, but will post updates as soon as we do. If you would like to be automatically notified of any updates regarding this…
I get a lot of updates on improvements and it takes a while to realize I'm wasting my time reading about Quicken. I use Simplifi.
Hello! I frequently pay bills before the end of the current month that are part of my following month's budget. I'd like to be able to batch edit the dates of those transactions (to change them to the 1st of the following month) so they're properly sorted.
The Quicken Simplifi Web App is receiving an update to the transaction list. Let us know of any issues you experience or any additional suggestions you may have by leaving a comment below! Our announcement for this enhancement can be found here:…
In this version, when the Notifications box shows that there are transactions needing attention, such as uncategorized transactions. Then the statement is clicked, the uncategorized trans are not displayed. The Report (image provided) is shown. There are no areas on this screen that are marked as “transactions needing…
I haven't been able to see any transactions having been downloaded in 6 days. No Transactions at all. Anyone know what might have happened. I can run a Report but there aren't any Transactions from the last date of a download.
Not sure if this is expected behavior. I was seeing dupes of the same transaction being added into the Spending Plan. The pending credit card transaction has cleared but the corresponding pending item had not yet been removed. It was showing me as overspent in a few categories which felt incorrect. I went in and manually…
We are retired on Social Security. I use Simplifi to budget our fixed income. SSA direct deposits into our PNC account. Unfortunately SSA uses SS numbers in the direct deposit routing. PNC masks SS numbers with xxx in the PNC customer’s view. Apparently, it’s not masked when Simplifi downloads the transaction. This results…
Need the report functionality like Net Worth with detailed break up Bank and Credit card wise so that it can be downloaded to Laptop or printed in the local printer
We are currently seeing an issue with Bank of America where pending transactions are no longer downloading in Quicken Simplifi after migrating to their new OAuth API. This is a known issue that we are working to resolve as quickly as possible. A fix is currently expected early next week. If you would like to be…
This discussion was created from comments split from: Bank of America migration issue - nothing updates after authorizing (edited).
Problem: Simplifi continually can't connect to my bank - M&T Direct Connect I have contacted customer support for M&T about 3 times in the last week and there are no problems from their end. I have also used the Quicken AI help feature and also contacted customer support by phone. The error code that I receive after…
I have tried resetting the report but the subject functionality still fails. Changing any of the Date Range or Group By filters doesn’t seem to make this feature work either. Please investigate? Thank you.
This discussion was created from comments split from: Amount Matching: "Limited Range" option not matching correctly (edited).
We are currently seeing an issue with Freedom Mortgage returning a $ account balance in Quicken Simplifi. This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to provide on when a resolution can be expected, but will post updates as soon as we do. If you would like to be…
With Early Access enabled, Web App users will see a new “Beta” toggle in the Reports section. Turning this on unlocks more robust versions of the following Reports: Spending Income Savings Net Worth What's New These Reports now follow the same layout as the current Income & Expense and Taxes Reports (and Profit & Loss for…
Hello everyone! Here are the issues and features we were able to tackle with the 6.8.0 Web Release, released February 25th: FIXED: "Go to Other Side" missing from split transfers for manual mortgage accounts. FIXED: Fixes/enhancements for the Net Worth feature (Early Access). FIXED: Fixes/enhancements for Quicken Assist…
Hello everyone! Here are the issues and features we were able to tackle with the 6.8.0 Mobile Release, released February 24th: FIXED: The update and delete category buttons overlap on the Edit Category screen. FIXED: Only dismiss unread alerts from the Notifications card. FIXED: Closed accounts showing in the Dashboard Fix…
We are currently seeing an issue with Thrivent Financial returning an FDP-101 error in Quicken Simplifi. This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to provide on when a resolution can be expected, but will post updates as soon as we do. If you would like to be…
In the spirit of Valentine’s Day, let’s show a little love to ourselves. 💙 What’s one money habit you love about yourself? I’ll go first! One money habit I love about myself is saving. When I have extra money, I tend to think of it as something to tuck away rather than spend. I don’t always have a specific goal in mind,…
We are currently seeing an issue with American Express returning a $0 balance in Quicken Simplifi. This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to provide on when a resolution can be expected, but will post updates as soon as we do. If you would like to be…
Bank of America will begin its migration to a new API platform starting today, 2/24/26. This will affect users in waves, meaning not all users of Bank of America-affiliated Financial Institutions (FIs) will be affected at once. The list of affected financial institutions is: Barnes & Noble BOA FIA Card Services World…
NEW 2/20/26: HealthEquity returns an FDP-108 error
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