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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…
This discussion was created from comments split from: "You have already added all your accounts" message with Manulife Bank of Canada (edited).
After the split transaction report enhancement, I saw that the unknown tags that I previously removed via the transaction list appear again as NA in the report area. Select examples are below. Imported transactions in transaction list No NA/unknown tags for Uber $3.0, Boca Auto Service $99.14, and Whole Green Café $42.87…
This discussion was created from comments split from: Bank of America migration issue - nothing updates after authorizing (edited).
I've been using import from CSV for quite some time now and it used to trigger the application of Rules to Rename Payee, Update Category, etc. At some point in the past few months this stopped working. Now, when I import transactions from CSV the rules don't trigger and I have to rename payees and assign categories…
This discussion was created from comments split from: Unable to add Synchrony Store Cards to Simplifi.
Looking to see when this connection will be fixed. It has been down two days.
When I run a 2-year quarterly Profit & Loss report in QPB — with dates like Jul 1, 2023 to Jun 30, 2025 — there are 8 columns in the report, plus a Total column. Those columns show the results for 8 different quarters — which is exactly what I expect to see. BUT… the bar graph at the top of the report only has 4 sets of…
Just as name states… no way to edit the Title of Auto-Populated Goal Tags. Needs to be editable.
[removed] In Reports, I have Filtered a report with 3 tags, but a 4th shows up. This seems to be a bug. The reason the 4th shows up is because one of the selected 3 has an additional tag in the transaction, so the 4th shows because of that. Example: Tag 1: Person A Tag 2: Person B Tag 3: Person C Tag 4: is a combination of…
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…
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…
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NEW 3/5/26: Pending transactions are delayed in impacting the balance for connected accounts
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