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As I go through transactions, I usually filter it by "not reviewed" so I only have to see the items I haven't looked over yet. Whenever I make a bulk edit to any category, it automatically marks it as "reviewed" and it disappears from my list. This is frustrating because usually I need to make multiple changes to a group…
I have two Vanguard accounts with different logins. I can successfully add the first one. Adding the second one through the website does not work (with the usual connection failure that is unfortunately all too familiar now). Tried to add the second one through the mobile app. It connected on the second try. Went back to…
Hello! I just tried repeatedly to get my credit score through Simplifi. I filled out all the information fields, had a verification code sent to my phone, but the verification then fails. I did this three times around 3 a.m. today. Do you know if this feature is down, or if I'm just having trouble making it work? Thanks.
Could you please make the "related news" section under the investments page closable? This section is too wide and reduces the size of the area that the investments can show, thereby making it so that you have to scroll the page in order to see all the information.
I, for one, cannot believe how fast this year is zooming by. Halfway there, folks! Can you believe 2025 is already 6 months in the books?! 🤯 Did your financial goals for the first half of the year go according to plan? Let us know in the comments: One thing you splurged on in the first half of the year that was totally…
How do I update Quicken Simplifi software?
Can't connect to ComputerShare. Old Post is from April, What's happening?
When I update my savings goal monthly contribution it changes it for all past history. It makes your past budgets look way over budget. When that is changed it should only after current and new months to retain past months budget integrity.
I am trying to update my expense series cost and it keeps reverting back to the original value. I’ve double checked multiple times and thought it was good, only to find it had reverted at some point. There’s nothing I can see related to it changing back. I don’t want to delete and recreate the series because it will lose…
I joined Quicken Business & Personal today. I'm struggling to understand why business and personal are so interconnected. Who runs any business this way? There should be a transactions and reports tab under the "Business" heading in the sidebar. [Removed - Already posted in a separate Idea]
Recommend: The date as it works now is misleading. The option “This year” is only from the beginning of the current calendar year to the current date. However, the full calendar is able to be displayed to next month, but it is grayed. By limiting it to the current date, this results in no future months’ Spending, Income,…
I see this being most useful for CC accounts, but it could be useful for other accounts as well. It would be nice if the color of the dots representing transfers could be changed to a some other color than blue (orange?). Right now everything is blue except for income which is green. Ideally, I'd like transfers to be a…
Recommend: In the Reports, the transactions is not showing the paperclip icon when there are attachments to the transactions. But not having this icon, the user has to edit the transaction to see if there is an attachment to the transaction. By adding this paperclip icon, this would make the web app more consistent for the…
This is a topic I’m curious about. I’d love to poll the community. How much time do you spend weekly on managing your finances using Simplifi? For me, I spend roughly 3-4 hours a week on Personal Finances and roughly 1.5 hours a week on our Business Finances with Simplifi QBP. These numbers continue to creep down as more…
As a long time user of Quicken (last version was 2006), I've just bought Simplifi. I definitely don't want to link to my banks. I find using Simplifi confusing as far as adding transactions to account with a future date. When I schedule a payment (recurring) I don't seem to be able to move it to the bank account. Is there…
I don't have any more words. wow
We are currently seeing an issue with Voya Financial returning an FDP-106 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…
We are currently seeing an issue with Macy's Credit Card returning an FDP-102 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…
We are currently seeing an issue where users mark a transaction as "reviewed" while it's pending, and then the "reviewed" checkmark gets reset when the transaction clears. 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,…
We are currently seeing an issue with Freedom Mortgage returning a 103 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…
We are currently seeing an issue with Franklin Templeton Investments returning an FDP-106 error in Quicken Simplifi, which is likely caused by the financial institution disabling automatic downloads. If you're experiencing this issue in Quicken Simplifi, you will want to make the account manual and then track it manually…
We are currently seeing an issue with Nationwide Annuity, Insurance or Retirement (401k/403b) accounts returning an FDP-105 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…
Hello everyone! Here are the issues and features we were able to tackle with the 4.62.0 Web Release, released June 4th: FIXED: Minor fixes for QBP. UPDATED: Minor enhancements made to QBP. ADDED: QBP: Ability to sort the Accounts List by usage. To be automatically notified of new product updates, please be sure to follow…
Hello everyone! Here are the issues and features we were able to tackle with the 5.32.0 Mobile Release, released June 4th: FIXED: Flags List on transactions doesn't match between Mobile & Web. FIXED: Mismatch of grid value and header value for bond holdings. FIXED: Dark Mode/Light Mode getting stuck when phone is set to…
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…
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