Welcome to your community
Feel free to introduce yourself and post any questions or feedback regarding the Community here!
We'll post announcements regarding Quicken Simplifi and the Community here.
Here, you'll find Release Notes, new features, newly added banks, and other updates from our Product Team. Note: Product Update Announcements are for informational purposes only and are therefore closed to comments.
If there's an emerging issue with Quicken Simplifi, we'll post an alert here. Note: Community Alerts are for informational purposes only and are therefore closed to comments.
Here, you'll find all of the known issues related to Online Banking and Quicken Simplifi. Note: Community Alerts are for informational purposes only and are therefore closed to comments.
Just hit a new goal? Tell us how Quicken Simplifi helped!
Post your feedback and feature requests here!
Here, you can post your questions about using Quicken Simplifi!
This is a place where mini-FAQs or helpful Community threads can be placed for easy reference!
Learn about Saved Reports in Quicken Simplifi!
Join us in The Water Cooler!
Using Web Version: 6.13.0 (65355/ab764330c8): Today (4/7) I had a 4/6 pending transaction listed on my Transaction Activity for a credit card account in the Pending section. I clicked the "…" to edit the transaction, and changed the date to 4/10. Instead of it moving up to the timeline, or simply staying in the Pending…
Go ahead and explore the new Net Worth feature and tell us what you think! We’d love to hear how it’s helping you track your financial progress and any ideas for improvements. Here is the announcement for this feature with more details: https://community.simplifimoney.com/discussion/15578/new-feature-alert-net-worth
This discussion was created from comments split from: Transaction List scroll jumps back to the top of the list (edited).
This discussion has been merged.
Sadly seems this bank is no longer working with Simplifi. Please add it or fix! Thank you.
I am trying to figure out how to use the Savings Goal feature but I'm struggling with it. I set a "general savings" goal for X per month through December, 2026, and set it to appear in the Spending Plan. But the Goal continues to appear in all months I can see in 2027. I have attached screenshots showing this setup. I also…
This problem started 2 days ago. I tried to reset connection, and the problem is still there: We are unable to connect to Raymond James & Associates at this time. Please try again later. Care Code: FDP-102
My PayPal Cashback World Mastercard is updating it's balance, but transactions have not been appearing since 3/27. I tried everything the online chat people and the ai chat bot suggests, including resetting the connection and even deleting the card and institution entirely, waiting a bit, and adding them again. I have no…
We wanted to give you a heads up about scheduled maintenance coming up later tonight on Tuesday, April 14. Starting at approximately 8:00 PM PT, our team will be performing maintenance that is expected to be completed by 11:00 PM PT. During this window, access to Quicken.com may be intermittent and some pages may be…
We are currently seeing an issue with Raymond James & Associates returning an FDP-155 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…
Please add back the More Options menu for transactions in the iOS app, including the ability to create a rule from a transaction. This used to be available before, and it’s still available in the browser version. This used to be available before not sure why it was taken out.
Coming from quicken classic I am used to reconciling my credit cards. I know Simplify does not formally support this. However when I asked your help system it told me how to add a column in transaction screen that would show reconciliation. However I later discovered that the IOS IPad app does not support this. So now I…
I have two accounts at Voya that were working fine with Simplifi until a week or two ago when they stopped updating. Attempting to reconnect I get an error "No eligible accounts found." after logging in. [edited title]
For the past month I've been getting FDP-101 when attempting to sync my SEI account. Last successful sync was 36 days ago. I had MFA properly configured and working for some months. Since you seem to have so much trouble with the SEI connection, I have not tried any troubleshooting on my end other than retrying…
It would be great if, for partners who share expenses, there was an easier way to keep track. For example, my partner often borrows small amounts of money (or I'll pick up something at the convenience store regularly), and then pays me a lump sum at the end of the week for what I've loaned. The refund tracker is helpful,…
I have an Apple Card in Apple wallet via my iPhone. My transactions don’t appear to sync automatically and I need to perform manual syncs. Is this expected or should my Apple wallet account t sync automatically?
Hi team, I noticed starting in mid February, around the time some of the custom report features were rolled out, making an inline edit to a row on the transactions page does not result in a server request to persist the change. Specifically, the PUT to the services.quicken.com/transactions/{transaction_id} doesn't fire…
We’re excited to introduce a highly requested update that gives you more control and flexibility when managing your recurring transactions! You can now add split lines directly within your Recurring Series—whether you’re setting up a new series or editing an existing one. This allows you to categorize portions of a…
Happy April Fools! No fake feature announcements here today, just a safe space to admit how we sometimes try to fool our own Spending Plans and budgets! We all have that one category we conveniently "forget" to check, or that one purchase we try to creatively categorize. Let us know what the most ridiculous mental…
We’re excited to roll out Saved Reports, a new way to customize, organize, and quickly revisit the reports you use most! This feature is now live in Early Access on both the web and mobile apps. What’s changing? The Reports section is getting a fresh new look and some powerful upgrades: New Reports Dashboard: Instead of…
Hello everyone! Here are the issues and features we were able to tackle with the 6.14.0 Web Release, released April 9th: FIXED: Excluded transactions are not greyed out in Watchlists. FIXED: Unable to search transactions by tag in Quicken Assist Chat. FIXED: The Top Spending Categories widget does not show a pie chart when…
Hello everyone! Here are the issues and features we were able to tackle with the 6.14.0, 6.14.1, and 6.14.2 Mobile Releases, released April 8th, 10th, & 13th: FIXED: Able to create holdings for closed investment accounts. FIXED: Redundant refunds created when the Create button is tapped more than once. FIXED: The account…
We are currently seeing an issue with PayPal Credit, MasterCard and Crypto where transactions are missing 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 we will post updates as soon as we do. If…
We are currently seeing an issue with Barclays where transactions are missing 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…
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…
NEW 4/8/26: Barclays - Missing Transactions
Congrats to our most Active Monthly Users!
