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What going on with my Apple Account. I have a couple of transactions daily on the Card and each transaction post a small amount to savings. I also have monthly interested posted Jan 31 showing in Wallet. I open Quicken app on my iPhone and iPad daily several times trying to get an update. On the card I have one transaction…
Enter key and line breaks. Pressing Enter in the Description just saves the Description. They initially appear to work when I type in the invoice Notes field, but don't actually take effect after closing the field. Then all of the text just flows together. As one jumble. It's the same in the iOS app. For instance, in the…
Following guidance from "[UPDATED] 1/30/26: Duplicated or $0 Balance in Manual or Asset Accounts, and Savings Goals" I am posting a new thread because my savings goals are still corrupted. This issue renders this software virtually useless to me because I can't complete my spending plan properly and can't get a clear…
This discussion was created from comments split from: Incorrect Balances and Savings Goals for all Manually Tracked Accounts and Assets (edited).
I have 2 HELOC accounts with the same bank. I have 2 mortgage accounts with 2 other banks. All 4 accounts are linked in Simplifi with their respective financial institutions. The HELOC accounts are bringing in the current balance owed but no transactions - which is expected. However, what is not expected is that the…
We are currently seeing an issue where users are experiencing missing transactions with Lending Club - Personal & Business Banking 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 we will post…
Very recently, on Android, after opening Simplifi app, I get an Accounts need attention notice. This appears to be for old Truist account that was made manual in order to add new one, since there was a change in the way Simplifi handled Truist connections mid last year, per the support post below.…
Good Afternoon team! Having an issue with the RoundPoint Mortgage connection where the loan amount is not updating when synced. If I reset the connection, the amount then goes to 0 and if I remove and re-add the account, it pulls the proper number. Interesting note: When I reset the connection, I do see the proper number…
I am fine with the way that Simplifi ignores transactions and just reports the downloaded balance. But it is in variance with other connected accounts that ignore cleared transactions but will subtract pending transactions if the user wants "Balance with Pending". Investment Accounts don't have a field for this at all.…
Hello, I need help correcting the balances of my investment accounts. I recently transferred assets from Brokerage Account A to Brokerage Account B (a regular ACATS). Both accounts are connected to Simplifi through automatic syncing, and I did not enter anything manually. However, Brokerage Account B shows the incoming…
This discussion has been merged.
I would like to put in a feature request to hide the total of "All Accounts" from the top of the web UI. There are times that I want to tag expenses, but I also don't want to broadcast my financial totals to anyone that may be shoulder surfing.
I've had a CarMax Auto Finance account linked in simplifi for years but suddenly around 60 days ago it stopped updating. When I try to connect I get the following error: To connect to your account, you must complete an action at the website for CarMax Auto Finance. Care Code: FDP-108 I have logged into my CarMax Auto…
Prior to the January events effecting balances and savings goals, when a savings goal was withdrawn it was added back to the "Spending Plan" as long as that goal was "Included this month". This allowed you to save in the savings goals in one month and then withdraw in the next month to carry over funds. This is the…
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 NY’s 529 College Savings Program 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…
We are currently seeing an issue with Berkshire Bank WC 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…
We are currently seeing an issue with EQ Bank 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 we will post updates as soon as we do. If you would like to be…
We are currently seeing an issue with Vancity Credit Union 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 we will post updates as soon as we do. If you would like to be…
Hello everyone! Here are the issues and features we were able to tackle with the 6.4.0 Web Release, released January 28th: FIXED: Completed Savings Goals aren't moved back to "active" upon a withdrawal. FIXED: Various errors and crashes. ADDED: A "Re-sync balance" option to manual accounts. ADDED: A Net Worth feature with…
Hello everyone! Here are the issues and features we were able to tackle with the 6.4.0, 6.4.1, 6.4.2, and 6.4.3 Mobile Releases, released January 27th, 28th, & 30th: FIXED: Refund reminders displayed in all accounts. FIXED: The Dashboard card is prompting users to fix connections on closed accounts. FIXED: Various errors…
UPDATE 1/30/26 We’ve released a fix that should resolve the balance issue some users were experiencing. If you’re still running into problems, please try the following steps: Clear your browser cache and cookies Make sure you’re running the latest version of the app (install any updates if prompted) If the issue continues…
We’re excited to announce that Quicken Simplifi’s Net Worth feature is now available in Early Access on both the Web and Mobile apps for personal-only subscribers (not Quicken Business & Personal)! The Net Worth feature gives you a clear, consolidated view of your overall financial position, helping you track changes over…
[UPDATED] 1/30/26: Duplicated or $0 Balance in Manual or Asset Accounts, and Savings Goals
Congrats to our most Active Monthly Users!
