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Hello, this is the bank I use as my main spending account so in order to get much use out of simplifi I would need to be able to link it. This is the website: Current | Future of Banking They don't have a web interface, users can only log in via app. But they do support account linking via Plaid.
I haveI have found that now I can add my PayPal credit account (as it was not adding properly to Simplifi until recently due to a very long ongoing issue) to Quicken Simplifi but now I noticed that it's not showing my latest posted transactions. These are transactions that are not pending on the PayPal credit account site…
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…
We are currently investigating an issue where manual accounts either have a balance discrepancy or show a $0 balance in Simplifi. 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 notified of any updates regarding this…
I haven't been able to see any transactions having been downloaded in 6 days. No Transactions at all. Anyone know what might have happened. I can run a Report but there aren't any Transactions from the last date of a download.
Good afternoon, I have a PayPal account with an attached PayPal Extras Mastercard Credit Card (Issued by Synchrony Bank). I have tried to connect this account via Simplifi with both PayPal connection options available in Simplifi and they both only give me the option to select the Checking account (PayPal Balance).
Ever since I have upgrade to QBP from just personal, when I try to filter on the mobile and tablet app to just personal transactions that have not been reviewed, it shows no transactions of this type exist. When I perform the same exercise on the web version, it shows all the filtered transactions correctly.
This discussion was created from comments split from: Bank of America migration issue - nothing updates after authorizing (edited).
The Quicken Simplifi Web App is receiving an update to the transaction list. Let us know of any issues you experience or any additional suggestions you may have by leaving a comment below! Our announcement for this enhancement can be found here:…
I used to have Bill Connect working for my Eversource electric bill, but at some point that broke, and then disappeared entirely. Now I can't even find Eversource as a supported biller. Please bring this back - it was very useful! https://www.eversource.com/security/account/login [added login URL]
One of my Chase card card accounts changed acct # in July 2025. The old account is only showing transactions up until then, and is showing as disconnected. Looking for "Reset Connection" option under three dots in Accounts (settings). But "Reset Connection" is not offered. So, using this Help advice: "If it's still not…
This discussion has been merged.
I'm experiencing connection issues with Schools First Federal Credit Union on the Simplifi iOS mobile app. The connection has been down for 2-3 days now. Details: I keep getting an error 106. I have reached out to support twice with no luck. What I've tried: I can login to the banks app with no issue. I have been very…
Accrue 401k has not yet been integrated, and it's one of the main promises that was made to me when I signed up for this app. It's been a few months; can you add it or refund my money, thank you.
Hello! I frequently pay bills before the end of the current month that are part of my following month's budget. I'd like to be able to batch edit the dates of those transactions (to change them to the 1st of the following month) so they're properly sorted.
In this version, when the Notifications box shows that there are transactions needing attention, such as uncategorized transactions. Then the statement is clicked, the uncategorized trans are not displayed. The Report (image provided) is shown. There are no areas on this screen that are marked as “transactions needing…
We are currently seeing reports of customers receiving a “User Not Eligible” error when attempting to connect or reauthorize their Bank of America accounts in Quicken Simplifi. This error most commonly occurs when the Bank of America account is accessible by multiple members (such as joint accounts), and the person…
We are currently seeing an issue with Rocket Mortgage where Mr. Cooper accounts are showing as paid off ($0 balance) 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…
We are currently seeing an issue with Bank of America where pending transactions are no longer downloading in Quicken Simplifi after migrating to their new OAuth API. This is a known issue that we are working to resolve as quickly as possible. A fix is currently expected early next week. If you would like to be…
We are currently seeing an issue with Freedom Mortgage returning a $ account balance 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…
With Early Access enabled, Web App users will see a new “Beta” toggle in the Reports section. Turning this on unlocks more robust versions of the following Reports: Spending Income Savings Net Worth What's New These Reports now follow the same layout as the current Income & Expense and Taxes Reports (and Profit & Loss for…
Hello everyone! Here are the issues and features we were able to tackle with the 6.8.0 Web Release, released February 25th: FIXED: "Go to Other Side" missing from split transfers for manual mortgage accounts. FIXED: Fixes/enhancements for the Net Worth feature (Early Access). FIXED: Fixes/enhancements for Quicken Assist…
Hello everyone! Here are the issues and features we were able to tackle with the 6.8.0 Mobile Release, released February 24th: FIXED: The update and delete category buttons overlap on the Edit Category screen. FIXED: Only dismiss unread alerts from the Notifications card. FIXED: Closed accounts showing in the Dashboard Fix…
We are currently seeing an issue with Thrivent Financial 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 be…
We are currently seeing an issue with American Express returning a $0 balance 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…
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…
NEW 2/20/26: HealthEquity returns an FDP-108 error
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