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NEW 10/16/26: Recurring series reminders do not appear in reminder lists
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All the future reminders I had edited to have specific values have had those values reset to the default value of the series that created the reminders when I signed in today. For example, a recurring monthly schedule of transfers set to a default value of, say, $1,000. I had gone forward and set all the individual…
Looks like it's been failing for a couple of weeks now. I disconnected the account in Simplifi to see if re-connecting would fix the problem. The sign-on popup is coming up, but when I click Sign On, I get the error: "We encountered a problem processing your request. Please try again later." URL is:…
While reconciling transactions to my bank statements, I sometimes get this box. At that exact moment, I have a decision to make. If I make the right decision, all is well. If I make the wrong decision, it can lead to multiple minutes of cleanup later on. I've had problems both when I click Link and when I don't click Link.…
This was working yesterday, and is not working today. Web App Steps: Settings→All Recurring + Series Add Manually Payee Name: "(Manual) Transfer→Four Leaf Savings", Account: Chase Total Checking, Category: Four Leaf Savings.Amount $200 Frequency & Occurence→Every month→10/21/2026 next→3rd Wednesday Go to Accounts→Chase…
Is it possible to automatically mark a transaction as reviewed after you edit it or categorize it? Editing it denotes that you have reviewed it. This would remove 1 more click per transaction and make the workflow much more efficient. [edited - readability]
This discussion has been merged.
I frequently look through the recent discussions and read the ones that I think might be helpful or where I think I might be able to help. After that, I would like to mark all the rest of the discussions as "read" so that later I can easily identify the ones that are really new (to me). Many similar boards (or email…
We are currently investigating an issue in Quicken Simplifi where reminders from a recurring series do not appear in the Reminders section of the Bills & Income page or in the Upcoming Reminders carousel on the Transactions page. This issue has been escalated internally, though we do not have an ETA at this time. To be…
Any plans to improve simplify to handle foreign currency… even if not connecting to accounts.
in business there is no Canadian state in the drop-down list
When the duration setting for Net Worth is set to "All": Revert the x-axis time scale to display incremented years (e.g., 2016, 2017, 2018 ... 2026). Keep monthly granularity for shorter views (such as 1 Year or 6 Months) where month-over-month tracking is most useful. The x-axis currently displays repeating…
Hi Coaches, On Oct 19, 2026, Discover credit cards will transition to the Capital One website. In order to preserve my transaction history on my discover credit card, I'm thinking the cleanest approach will be to: Make my discover credit card connection manual. Reconnect to financial institution Capital One and link the…
Having the ability to predict account balances with or without non-fixed expenses would be chef's kiss. Example use cases: - Considering different loans and their impact on discretionary income each month, not just net worth - Managing tight budgets, especially those with multiple payment accounts - Forward-looking annual…
This new "feature" now means that when I click on the Credit section in the left pane instead of the list of All Transactions I now get the Transactions Summary tab which is completely useless to me. So now I need to take an EXTRA step to see the list of All transactions. I should be able to turn this Summary tab off so…
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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.41.0 and 6.41.1 Web Releases, released on October 14th & 15th: FIXED: Transaction list does not fully render after navigating from Reports back to Transactions. FIXED: Transactions page shows only newly created manual transactions after…
Hello everyone! Here are the issues and features we were able to tackle with the 6.41.0 Mobile Release, released on October 14th: FIXED: The Taxes Report displays only one year, even when multiple years are selected in the date range. FIXED: Crash while making large splits. FIXED: Android keyboard persists across screens…
We are currently seeing an issue with Keys Federal Credit Union returning FDP-102 and FDP-103 errors 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…
We are currently seeing an issue where transactions are missing with Bank of America 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…
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…
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…
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