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Hi, I have some accounts that report a balance with pending transactions already debited; and, other accounts that report a balance preceding pending transactions. It -appears- in both Simplifi documentation and in the user interface that you can tell Simplifi to interpret balances for individual accounts as with-pending…
I have noticed that the apple cash account has started downloading pending transactions since the latest update. This should not happen for apple cash accounts. I have tried the setting “use bank balance” but that causes my two Chase accounts to show incorrect balances. This issue has just started after the latest Mobile…
Hello, I am having problems connecting to my Alerus Financial Services account. I am able to connect throught their website with no problem. I switched to using the "Alliance Benefit Group" connection which uses alerusfinancial.com and it worked for a couple of months, but this broke again and it gives me this error code:…
Instead of the default 30 days, in client settings you should be able to change their default billing terms to a custom amount of days.
Be able to have the feature to send invoices with pay links to phone numbers as a text message. Also be able to submit estimates to a phone number for fast approval.
I downloaded my data from the transaction screen and was surprised that it did not include the notes field. Why can we not see notes? They can be useful and very important. I thought in the past that notes were downloaded. Can we add this please? Add: download as a CVS file
Need feature to save customer information for each entity. In the customer information area with address, phone number, email; need to add tax status, tax id number, hourly rate.
This discussion has been merged.
Clients often request to include their PO# or internal Account Code on each invoice. This needs to be printed on the invoice and should be persisted by project. [edited title]
We are currently seeing an issue with Robinhood 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 automatically…
I recieved an email that stated the connection issues have been resolved for Prudential. I have been trying to log in and nothing is working for me. My user name and password is correct. We are unable to connect to Prudential Financial Investor Annuities at this time. Care Code: not.found Now what?
This just started in the last day or two. I'm getting the error below when I try to sync. The current multi-factor authentication method at WageWorks is not supported. To connect to your account, you must change the multi-factor authentication method at WageWorks. Care Code: FDP-192
https://www.loanadministration.com/cenlarfsb/#/login This is an option to add add account but the following error keeps popping up. "We are unable to connect to Cenlar FSB at this time. Care Code: FDP-155 "
I have two 529k accounts set up on this Georgia plan for my grandchildren. I added these to my Simplifi account several years ago and until recently have had no problem connecting and downloading data from them. Starting last week I started getting 102 errors. I tried resetting the connection and when that did not work I…
I really like the clear visual of the spending bubbles in the "Other Spend" area of the Spending Plan. I think it would be fantastic to have that same visual inside each "Planned Spend" with sub-categories. My example is Cars + Trucks. I like to set a target amount for the broad category to quickly see if we are on budget.…
Hello everyone! Here are the issues and features we were able to tackle with the 6.24.0 Mobile Release, released June 17th: FIXED: Deep linking from the 'uncategorized transactions' notification to the Spending report is broken. FIXED: Deep linking from the 'transaction needs your attention' notification to the Reports…
PNC Bank is acquiring FirstBank of Denver, CO. As part of this transition, customer accounts will be migrated to PNC, and existing FirstBank connections in Quicken Simplifi will no longer work. Key Dates June 18, 2026 FirstBank of Denver, CO connections will be disconnected. Transaction downloads from FirstBank will stop.…
Imagine you could go back in time and give your younger self one piece of financial advice. What would it be? Whether it was something you learned the easy way or the hard way, your experience could help someone else on their financial journey. Share your advice below! 👇
Hello Community! We’re exploring a new aggregated summary for credit card details in Quicken Simplifi. This would allow you to view all your credit cards in one place, helping you more easily understand balances and decide when and what to pay off. We’d love your feedback! If this is something you’re passionate about or…
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…
[ONGOING] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
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