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My account credentials used to successfully connect on Simplifi. I can still use the same credentials to login to NETXInvestor.com. I believe this problem was prompted by NETXInvestor changing my account number (login and pw remain the same) . After trying to re-connect the existing account on Simplifi and getting a Care…
First, let me say that I really like this feature. It fits perfectly with my use case and with how I use credit cards. I currently have 10 of them. Last year, after the feature was released, I connected all of my credit card accounts and followed the setup instructions carefully. Now, after several billing cycles, here is…
I'm having trouble adding my loan from Cross Country Mortgage to Simplifi. I suspect the URL has been changed and not updated with Simplifi. The URL shown is https://myccmortgage.yourmortgageonline.com/login but it takes me to the site where my old loan number with them used to be accessed which asks for a ten digit…
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…
I would to be able to enter my budget in using a 'table view' like we can do in Quicken now.
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.
We are currently seeing an issue with Valor Bank returning an FDP-2102 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…
We are currently seeing an issue with PB&T Bank returning an FDP-181 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 automatically…
We are currently seeing an issue with Georgia's Own Credit Union returning an FDP-176 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 we will post updates as soon as we do. If you would like…
It would be useful to be able to add term length and APY to a CD. And then apply that projected interest earned towards a savings goal.
Some reminders are zero-dollar, such as those for credit cards for which there is no charge in a month. There should be an option to hide these in Bills and Income dashboard card, the reminders section of Transaction view, etc., to more easily see actual upcoming transactions
https://community.simplifimoney.com/discussion/15443/sure401k-broken-since-august-2025-fdp-155-edited I've brought this up multiple times. Will this ever be fixed?
Similar to the transactions ledge page in Simplifi, can the team please add the ability to have a condensed or compact view when looking at the Mileage Tracker entries? There's a tremendous amount of white space on the page.
I am creating this thread per the instructions here I request that when I type to search for a category, and press enter to select one, it should save the transaction right away, instead of waiting for the next click or press of enter/tab. Thank you.
I’ve been running into an ongoing issue in Simplifi for at least the last several months. I have two credit cards connected to their respective institutions. For budgeting purposes, I set up a recurring series for each card to reflect weekly payoff payments, since that works well for how I manage cash flow. For example, I…
This discussion has been merged.
Simplifi should make an HSA available as an investment account type, and allow scheduled withdrawals from its cash balance, like the "cash flow" feature in a checking/savings account
It should be a pretty quick to add all the various CRA Forms and Tax Line Items similar to what Quicken has done with Quicken Classic for Canadian users. Currently, the only forms available are for IRS.
We are currently seeing an issue with NetExchange Investor returning an FDP-106 error in Quicken Simplifi. Users are also reporting missing accounts. 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…
We’re making some exciting improvements to Transaction Search! 🎉 These enhancements are currently available in Early Access. Here are a few of the new things you’ll be able to do: Search by check number Search split transaction amounts Works whether "Show split details" is enabled or not Enabling "Show split details" makes…
We are currently seeing an issue where Apple Wallet accounts are showing inverse balances (positive instead of negative or negative instead of positive) 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,…
Hello everyone! Here are the issues and features we were able to tackle with the 6.20.0 Web Release, released May 20th: FIXED: Planned Spend expense items are not being sorted correctly. FIXED: Column preferences on the Investments page are not saved and are causing errors. FIXED: Excluded transactions are still shown in…
We are currently seeing an issue with Merrill Lynch Investments returning an FDP-105 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 we will post updates as soon as we do. If you would like…
Summer is coming up, and with it plans for those great summer vacations. Or maybe, "staycations"? Are you team "plan for a big summer trip" or team "save up for the ultimate staycation"? Let us know how you use your budget to plan for those awesome summer vacations! ✈️☀️ If you aren't one for planning vacations this…
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 5/22/26: Apple Wallet Accounts - Inverse Balances
Congrats to our most Active Monthly Users!
