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ONGOING 8/4/26: Discover Card returns FDP-101/CP-SCRIPT_ERROR
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hi, it’s been a few months. Is anyone at Quicken still investigating my the CareCredit issue that’s been open since last year? Thank you!
Greetings, Please consider giving us several options for how to set the Recurring Amount in our series. Ideally, I'd love to be able to choose between: Enter Your Own Amount Running Average Based on Last 12 Months Running Average Based on Time of Year (Month) Running Highest Amount Based on Last 12 Months I was always very…
Please add cs.myloanservicer.com. Currently, it is not listed when searching in Accounts.
With the downloading of transactions from a financial institution, these transactions are typically being marked as “pending” in this version. A program change of having these transactions to be marked cleared after a specified number of days. The user should be able to set the number of days as their choice, such as five…
This discussion was created from comments split from: Ability to have pending transactions be automatically set to cleared after a set number of days.
I would like to know if there is a write up or a video on how to handle credit card payments in Simplifi. I know that i found one but it was about 5 plus years old, thus if there is something newer or written. Thanks.
The flag colors in the filter for transactdions has been changed and are identified as follows. Orange is labeled orange, but the color is shown in the hue of red flag Brown is labeled as Brown, but the color is shown as orange
Hi- New to Quicken. Can I run a report from the current date to a future date of my upcoming expenses or upcoming expenses vs. income? It's my personal account, and I don't need to see where the money went as much as where it needs to go! Thanks in advance!
iOS app has always been slow with editing and recategorizing transactions. Pages will load twice and not save quickly after being edited. It’s super buggy and getting worse. The new review transactions feature is even worse. Each entry takes 20-30 seconds to respond to a screen press. The app is only getting more unusable.…
August is here! ☀️ What's one thing you hope to do before summer comes to an end? Whether it's a weekend getaway, trying a new recipe, catching a concert, or simply relaxing outdoors, we'd love to hear! For me, I'm looking forward to a camping trip this month! 🏕️ I haven't been camping in a few years, so it was an absolute…
Is anyone else seeing an issue with Chase connectivity? All of my accounts are 'service not available right now'
Good evening, Quicken Simplifi community: Last August 8th I purchased a subscription to "Quicken Inc - N01 180 Jefferson Dr Menlo" for $51.78 (I had used "Quicken Home & Business, 2016" software for more than ten (10) years.) After I made the purchase I tried to connect the Quicken Simplifi software to my credit union. The…
This thread is closed but I am having the same issue as Rock Lee. I would like to see how I could get it resolved
Is Quicken planning to update the transaction registers in Spending Plan to allow customizations that "stick"? The new transaction register allows us to customize the columns in our Transactions lists for accounts. It remembers that customization even if you close and reopen the app. This is very helpful, as most people…
Keeping your financial records accurate is now easier with Transaction Review. Review and update transactions one at a time or in bulk to help keep your reports accurate and your financial data up to date. For Quicken Business & Personal users, this can also help you stay prepared for tax time. On mobile, review…
Hello everyone! Here are the issues and features we were able to tackle with the 6.32.0 Mobile Release, released on August 13th: FIXED: “Divide Among Splits” calculates incorrect split amounts. FIXED: Rule creation fails to provide suggested matches for amount, payee, and account combinations. FIXED: Unable to upload…
Hello everyone! Here are the issues and features we were able to tackle with the 6.32.0 Web Release, released on August 12th: FIXED: Bill Connect button is non-functional when creating a recurring transfer from a checking account to a credit card account. FIXED: Net Worth breakdown visual bugs. FIXED: X-axis labels are…
We are currently seeing an issue where Apple Savings accounts show an inverse balance (negative instead of positive, or vice versa) 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…
Keeping reports up to date just got a whole lot easier! We're excited to announce that Dynamic Date Ranges are now available for all Quicken Simplifi and Quicken Business & Personal users. One of the most common requests we heard after launching Saved Reports was the ability to create reports that automatically stay…
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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