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I've been having issues with Target Circle Card since they updated their online credit card portal. What seems to be happening is that when I update simplify, any charges that are pending will show up as pending but then never be moved to posted and eventually just disappear, even though they did post to my actual account.…
Can you add the ability to filter by "Untagged"? Currently, the only way to do this is to add a dummy tag and apply it to all transactions, but I need to constantly do this. I tag all my business expenses and want o exclude them from reports, but you cannot just exclude a single tag from a report, you can only add…
FB – 102 error I followed recommended process long after 48 hours of trying to reconnect to the bank moving to Manuel and then bringing back to connect again. The 102 error is persistent. It’s been 3+ weeks since the Raymond James link worked. been 3+ weeks since the Raymond James worked.
In my BOA debit card account, there is a feature that is "keep the change". That is every time I use the card the change from the transaction goes into my savings account. I will purposely put in $20.01 in gas into my car because I really think I'm doing something. Anyway, I noticed that Quicken was counting that as…
I opened a new CD in the E*Trade bank and all's well. I opened a 2nd CD and have been trying to bring it over SQ. I'm doing exactly the same as I did for the first CD. I get the following from the "NEW, Add Account" attempt: E*Trade Bank "You have already added all your accounts at this bank." Both CD accounts have been…
I currently use Quicken Classic MAC Desktop for my ski club's finances. I want to sign up for and start using Quicken Simplify for my personal finances. Can I use both products concurrently? Can I have a separate Quicken account for each product?
This month I made two contributions to two different Savings Goals. When I ran a Spending Report, those two contributions show up under "Transfer" (although their amounts are excluded from the totals). In the listing, the Account is the one I charged the contribution against. The Payee and Tag are the name of the Goal and…
When I’m balancing my accounts and reviewing charges, I usually filter out reviewed items and collapse pending charges so I can focus on what’s current. The problem is that after I save an update on a charge, everything resets. The pending charges expand again, and if I’m not paying close attention, I end up reviewing…
We’re excited to introduce a highly requested update that gives you more control and flexibility when managing your recurring transactions! You can now add split lines directly within your Recurring Series—whether you’re setting up a new series or editing an existing one. This allows you to categorize portions of a…
Hello, I’m unable to update my NY 529 College Savings Program account in Simplifi. I received this error on April 23, 2026 and again on April 24, 2026: We are unable to update NY’s 529 College Savings Program at this time. Please try again later. If you continue to experience issues, please contact Simplifi support. Care…
it fails everytime I use the template and takes hours and hours, is there live help?
Hello all, I wanted to post this because I think it is a new issue, but I wanted to see if others are having the same issue as of 4/1/2026: I noticed my Synchrony credit cards on 4/1/2026 refreshed, but then showed an error logo on them. I tried fixing the error by entering my credentials, but it would not take them. I…
Well, sort of. I'm still running Quicken Classic for the time being on my Windows laptop, in parallel. I've depended on Quicken for Windows for about 30 years now, to keep track of all my financial transactions. However, I have recently switched to Linux Mint OS on an older HP desktop computer that Microsoft said couldn't…
This discussion has been merged.
there are years of people asking this same question with no response,
We are currently seeing an issue with Barclays returning an FDP-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 we will post updates as soon as we do. If you would like to be…
We are currently seeing an issue with School's First FCU 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…
We are currently seeing an issue with Georgia's Own Credit Union returning an FDP-176 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.16.0 Web Release, released April 22nd: FIXED: MFA timeout modal doesn't close. FIXED: Financial institutions listed in Settings > Accounts are not alphabetically ordered. FIXED: Unable to turn off the target date in Savings Goals.…
Hello everyone! Here are the issues and features we were able to tackle with the 6.16.0, 6.16.1, and 6.16.2 Mobile Releases, released April 21st, 23rd, & 27th: FIXED: Unable to delete a tag tied to a non-existent/deleted savings goal. FIXED: Unable to turn off the target date in Savings Goals. FIXED: Opening and closing…
We are currently seeing an issue with Freedom Mortgage displaying a positive loan balance in Quicken Simplifi instead of a negative one. 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…
Happy April Fools! No fake feature announcements here today, just a safe space to admit how we sometimes try to fool our own Spending Plans and budgets! We all have that one category we conveniently "forget" to check, or that one purchase we try to creatively categorize. Let us know what the most ridiculous mental…
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] 4/8/26: Barclays - Missing Transactions
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