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UPDATED 10/6/26: Northwestern Mutual Insurance returns a 170 error
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This discussion was created from comments split from: Ability to pin the "Reviewed" column to the right (edited).
I'm experiencing a recurring issue with the Balance with Pending calculation in Simplifi for my Chase checking account. The transactions are downloading correctly, and the Bank Balance matches Chase. However, the Balance with Pending is significantly incorrect. For example, on October 8: Chase bank balance: $2,700.69…
Any update on the progress of resolving the CIT Bank connectivity issue?
I got this error yesterday: The current multi-factor authentication method at Bank of America - Health Accounts is not supported. To connect to your account, you must change the multi-factor authentication method at Bank of America - Health Accounts. Care Code: FDP-192 When I go to the website for this account, I don't see…
I do all of my banking out of an investment account at my brokerage. While I can link transactions for recurring bills that hit my credit cards in Simplifi, there is no way to link direct debit payments made for recurring bills out of my investment account. This is becoming a big issue as more service providers are…
20+ years Quicken Classic user, just started my Simplifi subscription last week, so I'm working out the kinks. My Wells Fargo CD in my Morgan Stanley IRA is being handled incorrectly. It is calling it a cash account and says I have 20,000 shares, which is giving a market value of just under $2 million. If only that were…
If you have a manually tracked brokerage account, the account value of brokerage accounts on the “Accounts” and “Net Worth” pages will never be updated to reflect the current value (unlike the “Investments” tab). The only way to update the amount of these accounts shown in the “Accounts” and “Net Worth” pages are to update…
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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.40.0 Web Release, released on October 7th: FIXED: Reminder lists not showing all types of future transactions. FIXED: Misaligned fields in the Create Series modal. FIXED: Paid reminders showing as past due. FIXED: Income and Spending…
This discussion was created from comments split from: What is the 'New' feature flag on the Credit section? (edited).
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
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!
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…
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]
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…
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…
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…
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…
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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