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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.
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[UPDATED] 7/15/26: Error when connecting to or reauthorizing all Intuit connections
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My car loan is with Bridgecrest and Quicken is showing the wrong remaining balance.
I am a brand new user to Simplifi. I've set up a number of connected accounts, but my Apple Wallet connection is having an issue where a transfer I initiate from the Wallet app to transfer funds from my checking account to my Apple Savings account causes the balance to be displayed in Simplifi for my Apple Savings account…
I've had by Gemini crypto account linked to Simplify for a very long time syncing values with no issues. The balances have not updated in 61 days and every time I try and connect or even add a new account I get the error "We are unable to connect to Gemini at this time".
Starting on June 26th, I am unable to connect to my accounts again. The security verification is not working. I am not receiving a text code. I have no issues logging into Raymond James Financial's website. Advice on how to fix this issue please and thank you.
I noticed yesterday when an income recurring transaction posts to the checking account, it does not include the excluded option I have selected when setting up the recurring transaction. I specifically selected "Exclude From Spending Plan". After the transaction posted, I had to re-select the exclusion. Anyone else notice…
This recently changed. I added a split to my biweekly paychecks with a total net amount and the contribution. I want the income to list the full net value. And, it does for past paychecks. But for future pay days, it shows only the post-contribution amount, reducing my apparent income for all future months. This only…
Hello, I am hoping the community can help me with a perplexing problem. I wrote the following with the help of AI so it could be as clear as possible. I apologize it is a bit robotic. Subject: Payment into Asset account moves balance the wrong way — need a fix I use Quicken Simplifi on Mac. I have an account called…
Can we get a shortcut to the Net Worth Report from the current Net Worth displayed on the dashboard and account list in the Web App?
Similar to the way you can add multiple tags during bulk edit, I would like the ability to remove multiple tags during bulk edit.
There are multiple posts regarding this issue which have been closed; however, this issue has NOT been resolved. Attempts to add accounts with Manulife Bank result in the following error: "You have already added all your accounts." I share the frustration of the other users also impacted by this issue; it would be…
I have set up a manual liability account to keep track of my student loan balance and another for my auto loan. Whenever my monthly payment is charged, the series knows to create a transfer transaction of the same amount in the manual liability account. This is because the loan payment transaction series has a rule to…
On the Reports home page, the saved report names on the right don't always match the report names listed across the top. The two EV and Gas reports have different names, as shown by hovering over the names on the top of the page, or opening the reports. Same for the saved report link Home Occupancy. That is the BV TH Exp.…
My bank merged with another and I mistakenly closed the old bank account instead of merging it with the new bank. Is there a way to reopen the old account so that I can merge them?
I am having trouble connecting to Optum Bank. I enter the User/PW combo and pin sent, but then I just get a perpetual spinning wheel while waiting for a connection. Does anyone know what the malfunction is?
was requested to reauth - all other accts are ok. Tried and at end of process received error screen -, [edited image to reduce size]
Hello everyone! Here are the issues and features we were able to tackle with the 6.28.0 Web Release, released July 15th: FIXED: Persistent "An error occurred. Please try again." message. FIXED: User unable to delete tags. FIXED: The icon in the average spending box of Planned Spend expenses doesn't respect light/dark mode.…
We are currently seeing an issue with the OAuth API banks returning errors when adding, updating, or reauthorizing accounts 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.28.0 Mobile Release, released July 15th: FIXED: Persistent "An error occurred. Please try again." message. FIXED: Account legend is not visible in the Spending and Income reports. FIXED: The 'Close' button is cut off in the View Sample…
We are currently seeing an issue with Partners FCU returning a code 401/"invalid_client" message in Quicken Simplifi when attempting to add their 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…
With this upcoming weekend, we finally get to celebrate the 4th of July! I plan to barbecue with my family and see some cool fireworks light up the sky. I just have to make sure I don't go overboard with my expenses, of course! What about you? What are your plans this 4th of July weekend, and how do you plan for the…
Getting the Most Out of AI Suggested Answers in Our Community We know that when you have a question, you want an answer quickly. While our community thrives on real member engagement and human connection, we also recognize that sometimes questions don't get a response as quickly as you need. That's where the AI Suggested…
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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