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 Enhanced Reports in Quicken Simplifi!
Join us in The Water Cooler!
With all the news about Anthropic and Powell meeting the bank CEOs I'm curious about what, if anything, QS is doing, and planning for our data security? I realize Quicken & QS have their secure connections with the banks, but, in this brave new world, who knows what is secure and what is possible. Asking for a friend :)
I have used all search engines which have provided me multiple answers, all which have not worked. I want to go into an account and run a report with a date range. Under FILTER there is no option for date range. In the search bar, there is no way to enter a date range. Any assistance would be appreciated Steven
With the recent enhancements made to reports on both web and mobile—now available in Early Access—we’d love to hear your feedback! 🎉 These updates are part of our ongoing efforts to improve the reporting experience in Quicken Simplifi, and your insights play a huge role in helping us fine-tune what’s next. You can check…
When splitting transactions, it would be nice to be able to add notes about that split, just like you can in non-split transactions. Adding "Tags" is nice, but I find "Notes" more useful than "Tags".
[removed] This is an issue found on the Simplifi Android app, although it might also be present in other app platforms. While minor, can you please correct the word 'send' to 'sent'. The correct phrase should be 'Enter the OTP sent over sms' Thank you.
I'm trying to run an income/expense report to track income and sales tax for the first quarter. I know there is data there. The example below is a split transaction. Each split specifically does not have "EXCLUDE FROM REPORTS" selected. The filters I have selected are for that bank account, and for categories, business…
Transaction dates are included on Income and Spending reports, but not on the Tax report. It would be helpful to have that info included on the Tax report. Thanks.
I was able to link to my account but there are no transactions.
Please add live oak bank. www.liveoakbank.com
Now that "Settings," "Help," "Alerts," etc. have been moved to the top right hand side of the main dashboard page instead of the left side panel, I think the white bar across the top of the page is taking up too much real estate and pushing down the dashboard page. The placement on the top right-hand side is sensible, but…
Issue: I use Comdata CC for fuel and odds and ends, 100+ purchases a month. I am not a Comdata client, which means I cannot set up Q-S (Quicken-Simplifi) to automatically sync like a bank. I can get my statement and convert it to CSV to upload. However, I am having issues with that being assigned to projects and…
When I try to add my bank account to Quicken Simplify, I get the following message: "We are unable to update Hanscom Federal Credit Union at this time. Please try again later. If you continue to experience issues, please contact Simplify support. Care Code: QCS-0429-2" I believe the problem results from Hanscom…
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
I have set up a Mortgage Escrow Account (type is prepaid expense). Every month when the mortgage payment is made, part of the payment is entered as a transfer to the Mortgage Escrow account. This is where I record the monthly escrow for property taxes and insurance (with a separate tag for each type). When the bill is paid…
There are errors syncing banking info since 10/25 with the error code FDP-101. It doesn't appear there is attention being placed on rectifying these items. How do we elevate them in status? There is not a way within the thread to ask?
How do I tell if a project is overbudget? Is there a way to see if a certain category's percentage of the project's projected income? I have one client, and 50 to 75 projects a year for one client. Each project should have a certain amount of profit. Where do I get that percentage of profit number?
The new feature for individual split exclusions is perfect! Except the spending plan exclusion is not actually excluding it from the spending plan for me. The reports exclusion for the splits is working fine.
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…
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 Mobile Release, released April 8th: 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 name is still visible in Savings…
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…
We are currently seeing an issue with Westerra 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 we will post updates as soon as we do. If you would like to…
With Early Access enabled, Web App users will see a new “Beta” toggle we have upgraded most of the reports 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…
We’ve made it even easier to understand your finances right from your transaction registers with the Spending and Income tabs! With Early Access enabled, you’ll now see three tabs at the top of your register on the Quicken Simplifi Web App: Transactions – your regular register view you’re already familiar with Spending – a…
We’ve made an update to improve navigation and help you access key actions more quickly in the Web App! This enhancement is currently available in Early Access. The Notifications, Help Center, Settings, and Profile menu options have been moved to the top-right corner of the screen. These options will now remain visible as…
NEW 4/8/26: Barclays - Missing Transactions
Congrats to our most Active Monthly Users!
