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Can you please provide the ability to print (or export to Excel) a complete "Categories and Sub-Categories" report for BOTH Business and Personal? This should be a STANDARD report/capability in any leading software application. Thank you!
I have a lot of categories and would like to have a print out, both to make changes to it and to review it while categorizing transactions.
in quicken simplifi PayPal (Personal) is only showing "debit card transaction" where the payee should be. (Paypal Business works fine). how do i get the payee to show?
This discussion was created from comments split from: QBP: Ability to delete ALL business categories (edited).
Sorry if this has been posted, but, am I missing the location of the transaction table's "Collapse All Months" functionality in the webapp? As my accounts accumulate data month after month, closing all the individual months via point-and-click is getting tedious. Furthermore, while Simplifi sometimes "remembers" the closed…
I see that you FINALLY after 18 months of people bringing this up, added Neuberger Private Wealth. Unfortunately I get an error FDP-103. I am concurrently logged on to nbprivatewealth.com so the error message is useless. Please don't provide the silly generic steps that you have provided to everyone else that complained…
I have a transaction which I marked to track a refund. Once the refund came in, I married the original transaction to the refund. However, the categories are misaligned, and I cannot change them: When I click on the refund in order to change the category, I am locked out: How can I rectify this so that the original…
I have an account that has been manual up to now, but I want to link it to the financial institution. All the transactions in the account are already up to date and I don't want to download them again. I especially don't want to end up with a bunch of duplicate transactions. Please allow the user to specify how far back…
Haven't been able to connect to my Thrift Savings Plan account for something like 9 days. Tried disconnecting and now it won't reconnect at all. Very frustrating. Need someone to address ASAP. Additionally, the AI assistant is not helpful. Just say you can't speak to anyone after 5pm PST and be done with it.
using Chrome on MacOS Tahoe version 26.4.1 when scrolling left and right in the transaction window there is no navigation bar. Need to use the touchpad to go left and right. Inconsistently this defaults to going back a webpage, resetting anywork done in the transaction window. A simple, manual navigation bar on the bottom…
This is a nice addition. Two of my three credit cards that show details show this. I was surprised that my AmEx card had a much better interest rate. Chase Amazon is awful. Fidelity/Elan doesn't show the interest though it does show some other stuff. I pay off my credit cards as I use them, but it is still useful…
I have an account that has been manual, but I am considering linking to to the financial institution. All the transactions are already up to date and I don't want to download them again. I'd like to be able to link the account but limit the initial downloaded transactions to "today and forward" or "such-and-such date and…
I have connected National Grid to a recurring bill. Simplifi emailed a few days ago to announce a new bill (confirmed amount): However, the reminder itself isn't getting updated: I saw another post recently which got closed. I have reset the connection to no avail. [edited images to reduce size]
Is there a workaround to this? I have two different logins for chase but quicken will only link to one of them at a time. I can reconnect the broken one, but it then breaks the other link. I can't imagine this is a hard problem to fix. Wave Financial, which is a big step down from Quicken, is able to link both without a…
When switching reports, the charts do not render. Only the first chart selected renders. When I switch to another chart, I need to refresh the page for that chart to render.
After May 3, my Horizon CU Visa Platinum credit card account transactions stopped updating in the transaction feed. I disconnected and then reconnected the account, hoping the missing transactions would appear, but they did not. I have several Horizon accounts, and all of them except the CC account are updating.
We are currently seeing an issue with Bank of America 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 will post updates as soon as we do. If you would like to be…
We are currently seeing an issue with Farm Credit Services of America blocking connectivity in Quicken Simplifi. Users will see a message stating: "Connections are blocked from May 14 12:25 PM MDT to May 16 12:55 AM MDT. You'll be able to reconnect after this time." If you're experiencing this issue in Quicken Simplifi,…
Hello everyone! Here are the issues and features we were able to tackle with the 6.19.0 Web Release, released May 13th: FIXED: Tax group preview not displayed as expected when creating or editing tax-related categories. FIXED: The banks listed in Settings > Accounts are not in alphabetical order. FIXED: Split transactions…
We are currently seeing an issue with America First Credit Union returning an FDP-102 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 have received confirmation that Human Interest is no longer supporting third-party aggregation. As a result, it will no longer be supported in Quicken products, including Quicken Simplifi and Quicken Business & Personal. This means that manual tracking will be required moving forward. If you are currently connected to…
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…
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[UPDATED] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
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