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NEW 10/1/26: Paid reminders showing as past due on the mobile app
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This discussion was created from comments split from: Ability to pin the "Reviewed" column to the right (edited).
On Investments, you can no longer see individual stock daily gains based on the number of shares x change in price that day. You only show as an example for day's gain $1.00 in Investments>Holdings>Market Value. You've always shown total daily gain for each stock. Also, bond total price is incorrect. It's showing for 1…
Hello everyone! Here are the issues and features we were able to tackle with the 6.40.0 Mobile Release, released on October 7th: FIXED: Planned Spend expense cannot be changed from one-time to monthly without editing another field. FIXED: Paid reminders showing as past due. To be automatically notified of new product…
We’d love to hear from you! Try out Expense Receipts and let us know: How are you using receipts to manage your business expenses today? Does this feature help simplify your workflow? What improvements or enhancements would make this even more useful? Share your feedback below! Here is the announcement with more details:
I often get transactions mis-assigned to a series simply because they have a matching Amount and Approximate date. I would love to have an option to require the Payee to match before the assignment is made. I realize that Payee names from banks can vary but I use Payee rules to keep these consistent and I'd rather be…
I purchased a US Treasury Bill. On the balances tab and the net worth tab it is calculating correctly at +/- $25,000. However on the "Portfolio" tab, it is showing the value as $2,500,000. This is clearly a glitch in the Simplifi software that needs to be addressed. I tried chatting, but the bot just ended the converation…
Is it possible to add the Credit Card Statement Date on the new consolidated Credit Card view, as well as the individual credit card account pages? Currently interest rate, statement balance, minimum due and due date are shown. Statement date would be nice!
Any update on the progress of resolving the CIT Bank connectivity issue?
This discussion was created from comments split from: What is the 'New' feature flag on the Credit section? (edited).
The promise was: Barclays Cards (in my case, a store credit card serviced by Barclays) has a new connector with Simplifi (via Plaid) which is supposed to be new, and improved, and awesome! The reality was: I have tried several days to update my connection, and every time I get the exact same error message: “Something went…
It would be awesome if we could configure the "Total" column of the report summary tables to an average, or just make those two options independently selectable
I cannot find the correct Voya account to link. C&C of Honolulu. https://login.voya.com/voyassoui/index.html?domain=voyaretirement.voya.com#/login-pweb [added login URL]
Simplifi IRR for my connected American Century TWCGX account from 2026-09-05 to 2026-10-04 is 5.22%. I manually entered a missing -$320 cash flow on 2026-10-01 because the aggregator omitted it. My Excel XIRR is -1.20% when that cash flow is included, but 5.22% when it is removed, exactly matching Simplifi. This suggests…
The new Retail Purchase Categorization for organizing your Amazon orders is amazing. I tried it out in Quicken Classic. It solves the issue of looking at a million orders and having no clue what each is. So can we get the same tool in Quicken Simplifi? Thank you. [edited - readability]
Please add a planned spending report with the option to run it monthly, range of dates and year to date and compare to actual spending. The only option is to see planned spending by month and there is not a report that can be run for planned spending.
Since it’s October, let’s take a little trip down memory lane... What was your first car or motorcycle? Bonus points if it was a little spooky, beat-up, or held together by sheer determination. 😸 Did you love it, hate it, or somehow manage to keep it running forever? And more importantly, was it a spooky nightmare for your…
Want to see how your finances have changed over time? Comparison Reports are now available on web and mobile! With the new Compare option, you can compare the current report period against another period to see how your income and spending have changed. You can choose from: Prior year — Compare your current date range with…
We are currently seeing an issue with TreasuryDirect returning an FDP-101 error in Quicken Simplifi. This is due to the new ID.me login process. 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…
We are currently seeing an issue on the Quicken Simplifi mobile app where paid reminders are showing as past due. This has been escalated internally, and a fix is expected with the 6.39.1 mobile release. In the meantime, please do not unlink or delete the reminders to clear them. The reminders will go away once you update…
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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