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UPDATED 8/28/26: America First Credit Union returns an FDP-102 error/No longer searchable
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This is my farewell frustration post for Simplifi. The product has not performed as I would have liked and I'm switching [Removed - 3rd Party Software]. Here are my general gripes: Website Version: The Transactions window scrolls a little bit up and down. NBD. However, within that scrolling window is a scrolling window of…
I saw SIMPL-35131 was marked resolved; however I’m still seeing this issue. What actions have to be taken to fix the inverse? I tried reset connection from settings accounts but it didn’t seem to make a difference.
When I am in an account and perform a filter or search operation. Then go to “All Transactions”, the displayed transactions are only for the transactions that I just filtered or searched. To get the full list of transactions in the All Account or Transactions, I have to select an account to clear filter or search criteria.…
We have identified that users with Comerica Bank - Personal Trust Online are receiving an FDP-106 in Quicken Simplifi. We currently have no ETA to provide for when a resolution can be expected, but we will post updates as soon as we do. If you would like to be automatically notified of any updates regarding this issue,…
Would be nice to be able to have a notes/memo field on the recurring transaction detail/setup screen. Use Case: I have several recurring transactions with "Apple" as the payee, and category of "Entertainment". The notes/memo field would allow me to indicate: Apple Music, Netflix Sub, HBO Sub, Apple News, etc. For now, I…
The institution is associated with Cape Ann Savings Bank, which I have successfully added to Quicken Simplifi. The URL is (https://www.capeannsavings.bank/financial-advisors) any help would be greatly appreciated.
Tried create a report to show me credit card payments. Since these are transfers, I selected the option to show "Excluded in Reports" I still didn't see them. LTDR showing Excluded in Reports is being ignored by the filter in spending and spending summary. It was working during the week. I had a report that had "Show…
When I get up in the morning, I like to have a cup of decaf coffee or tea. I like the flavor, but I can't have too much caffeine. What beverage do you like to drink when you wake up?
See attached screenshots. Looking at a Spending Report and viewing the categories as a horizontal bar chart, a number of the labels on the left are misaligned to the point of being broken, producing labels and values that are illegible. This happens across a bunch of different categories that I drilled down into.
I would like to see “Balance end of MONTH”line items at the bottom of the “Investments” option display similar to the way you can see them on the “Savings” report.
This discussion has been merged.
The Investment Performance tab defaults to a set of standard settings; however I prefer a different set of settings and would like to update the default view there. In addition / alternatively, provide Reports that can analyze Investment performance.
Hi, It would be great if there was a notification for when an institution disconnects. I don't check the app everyday, but if an institution disconnects & then is reconnected there is often a strange jump in the networth section. So, it would be great if there was a notification when this occurs to resolve it immediately.
We are currently seeing an issue with Victory Capital returning an FDP-176 error 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 in the upper right. If you do not see the bookmark…
Transaction Detail is getting a new look on the web! When you add or edit a transaction in Quicken Simplifi or Quicken Business & Personal, Transaction Detail will now open in a drawer on the right side of the screen rather than as a pop-up window. While building the new Transaction Detail experience, we noticed the…
Hello everyone! Here are the issues and features we were able to tackle with the 6.34.0 Web Release, released on August 26th: FIXED: The transaction sections of Reports are not resizing properly. FIXED: Hovering over long payee names causes flashing in the hover text. FIXED: Resetting a report in a collapsed state does not…
Hello everyone! Here are the issues and features we were able to tackle with the 6.34.0 and 6.34.1 Mobile Releases, released on August 26th & 28th: FIXED: The breakdown totals don't match the summary totals in Net Worth. FIXED: The Bills & Income calendar does not update the recurring reminders displayed when selecting…
Get a clearer picture of where your money is going with the new Spending Dashboard! The new Spending option in the navigation menu gives you a dedicated place to explore your spending trends, compare your spending across time periods, and drill down into the details behind the numbers. With the Spending Dashboard, you can:…
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…
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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