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For a 3+ month view, please show a more granular (eg daily) breakdown of the graph. Having only 3 data points for a 3 month view isn't super helpful. Something more like the attached would be much more insightful. Would be great to have this as a widget on the dashboard as well. Thank you!
Please let me choose Bar Charts by default for all Reports.
This discussion was created from comments split from: Ability to disable the graph for the Net Worth Report (edited) .
Please add the reviewed column to the column selection options for the spending plan, reports, and watchlists.
They are the financial institution for many 401k accounts. This works in Quicken, but is not yet in Simplifi.
I set up an account of type Investments for a Fidelity HSA (Health Savings Account). Investments accounts in Simplifi look quite different than Banking accounts. Transactions have four tabs. The Performance, Balances and Portfolio tabs aren't that useful to me - my goal is to track the doctor bills that I'm paying with my…
For the last two days, Everbank has been displaying the following error: The accounts will not update. I have tried the Simplifi website and the app. I tried resetting the connection but it doesn't fix the problem. Now, my accounts are in a "disconnected state" and are showing a $0 balance. I can access my Everbank…
This discussion was created from comments split from: Unable to add Synchrony Store Cards to Simplifi.
Balances in Simplifi are either not updating at all or being very laggy to update. I noticed that when adding manual transactions to an account that the balance wouldn't update immediately. It would sometimes update randomly after some period of time, but it never reflected the correct balance. In the past, when I've added…
I have a mortgage through Chase. I've noticed that, from time to time, the values that Simplify gives to my mortgage in "Reports → Net worth" are totally off. I don't mean "oh it missed that I made a payment", I mean the values will go from "-$350,000" to "$50,000". If this happens to happen at the end of the month, it'll…
Can you please add symbol CDAY (Hamilton Enhanced Canadian Equity Daymax ETF - Class E) to the securities database. Thanks!
How do I turn off rollover? I just started using this in Jan. I have turned them off in jan, feb, march… and they just keep coming back when I refresh.
The connection to Golden 1 has been broken for 17 days (since Golden 1 updated its website and app). A moderator has reported/announced it's a known issue; however, there are no updates or a projected time to resolve it. My specific error is Care code: FDP-105.
It has been over a year since Nelnet was folded into studentaid.gov and we subsequently lost the ability to add our Nelnet accounts to Quicken Simplifi. We also know that a competitor's app is currently integrating with Nelnet, so why can't Quicken? I also noticed recently that Quicken is in fact offering connections to a…
The last couple days, every pending expense transaction is getting downloaded from my bank into Simplifi as income, with the wrong sign and an incorrect category. Since I don't want to manually edit nearly every transaction, how do I fix this problem, which seems to be a data import issue? As these transactions update or…
I am working to backfill my historical balances to get the report to populate the balances. I noticed that my Student Loan is listed under a Personal Loan, but when I look at the account setup, it is set as a Student Loan. Is this a bug? Shouldn't the top level categories in the Net Worth report match to the top level…
Just as name states… no way to edit the Title of Auto-Populated Goal Tags. Needs to be editable.
My primary use of Simplifi is for cash flow. It has generally been working well. In the last week, I keep received projected low balance of below $500 and then in the email it states my balance will be over $5000. Then, when I go to check cash flow, the amount on that date is completely different (higher). Any one else…
I’m from Canada, Received an email for 50% off so went for it but the ‘get started’ won’t let me enter a postal code, only a US zip?
The ability to set "exclude" flag options for each side of a split was requested in 2020. In the comments related to that request, other users asked for the ability to add notes for each split. This request was marked as complete but it is not. There is no way to set the exclude flag or notes for each split in a…
We are currently seeing an issue with Fidelity Inv & Retirement 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…
We are currently seeing an issue with Schools First FCU 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.9.0 Web Release, released March 4th: FIXED: In Show Split Items mode (Transaction List), show the parent note and the split note. FIXED: The "Re-sync balance" option is visible for closed accounts. FIXED: Unable to resolve the "transaction…
We are currently seeing an issue in Quicken Simplifi where pending transactions entered into a connected account that is set to ‘Balance with pending’ are no longer immediately impacting the balance. This applies to both manually entered and downloaded pending transactions in the connected account. Users are reporting that…
Hey everyone! Let's talk about balancing our financial goals with the things we do for fun. How do you budget for your favorite hobbies, collections, or entertainment? I like to treat my hobby spending as its own dedicated category in my Quicken Simplifi Spending Plan. I make sure to carve out a specific "fun fund" each…
We are currently seeing an issue with The Golden 1 Credit Union returning an FDP-105 error in Quicken Simplifi. This is due to the financial institution performing scheduled maintenance. We recommend trying again at a later time. If you would like to be automatically notified of any updates regarding this issue, please…
Bank of America will begin its migration to a new API platform starting today, 2/24/26. This will affect users in waves, meaning not all users of Bank of America-affiliated Financial Institutions (FIs) will be affected at once. The list of affected financial institutions is: Barnes & Noble BOA FIA Card Services World…
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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NEW 3/5/26: Pending transactions are delayed in impacting the balance for connected accounts
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