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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…
This discussion was created from comments split from: Still receiving bill connect email notifications after cancellation and dataset deletion (edited).
I'd like to request that OneFinance be added to the supported banks list. https://www.onepay.com/ [added URL]
Not only will Simplifi not connect to Walmart OnePay, but neither OnePay, nor Synchrony will allow CSV downloads of their transactions. After converting PDF statements into CSVs, Simplifi NOW won't upload transactions via CSV. The human chat assistant incompetently bumbled around for an hour, sending me 2 CSV files of XML…
Reports - Rollup third level category to second level and then top level. In web version 4.37, third level category is rolling up to top level and ignoring second level.
Hi Simplifi team, Can we add a “Duplicate” action to the three‑dot (•••) menu on each transaction in the Transactions list and transaction detail? The menu item label: “Duplicate” (or “Copy/Duplicate”). When selected, it opens a new transaction form pre-filled with the original transaction’s: payee, date, amount, account,…
When I try to split a paycheck entry for a net pay deposit, I was previously able to add splits for wages, federal withholdings, etc. and each split amount would reduce the amount left to split. Now it only adds to the amount left to split. For example, if you have a paycheck amount of $1,000 and try to add $200 for…
I get a lot of updates on improvements and it takes a while to realize I'm wasting my time reading about Quicken. I use Simplifi.
RSU income is extremely common in the tech sector, unfortunately today the way Quicken handles this is atrocious- the transactions show as "buy" or "sell", destroying reporting, causing issues when trying to track taxes paid, making it impossible to track a large chunk of income, and just generally making the experience…
IMO, the tax report really isn't very useful as it only arranges data by Form > Payee. The payee generally doesn't matter, at least not when actually filling out the tax forms. What is relevant for filling out taxes is the Form > Line item. Since we already have assigned tax form lines to the Simplifi categories, that…
This discussion has been merged.
An incredibly useful feature would be the ability to upload and associate documents with Clients, Projects and billable items - such as MoU's, agreed deliverables and even general information foments clients often distribute like billing protocols
This discussion was created from comments split from: Pending transactions are not downloading after Bank of America migration (edited).
Perhaps a foolish question about how to use the community posting facility properly.
I have cancelled my subscription and had my data deleted, but I am still getting the notification emails.
is there a setting that controls which invoice number QB&P will assign next?
Hi, I am trying to set this up and get it working best for me. What is the best way to set up a slush fund (I mean, a pile of cash set aside for something like a vet bill or a car repair, which I may or may not ever actually need to spend)? What about a yearly bill? Should I use a category in Planned Spend that I add to…
Please consider training your support staff so they can properly assist users when they have issues. I have not been provided any real solutions to the problems I have encountered and is still unresolved.
Hello everyone! Here are the issues and features we were able to tackle with the 6.10.0 Web Release, released March 11th: FIXED: “Oops! Something Went Wrong” error when accessing reports. FIXED: Fixes/enhancements for the new Transaction List. FIXED: Fixes/enhancements for Privacy Mode (Early Access).…
Hello everyone! Here are the issues and features we were able to tackle with the 6.10.0 Mobile Release, released March 10th: FIXED: Error when tapping outside the subscription dialog or tapping the close button during the upgrade flow on iPhone. FIXED: Unable to resolve the "transaction needs your attention" notification…
We’re excited to announce that Quicken Simplifi now integrates with Kelley Blue Book! This new feature lets you link your vehicle asset accounts to Kelley Blue Book so you can automatically track your automobile’s value as part of your net worth—without manually updating it each month. The Kelley Blue Book integration is…
We are currently seeing an issue with Manulife Bank of Canada returning a "You have already added all your accounts" 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…
We are currently seeing an issue with Barclays 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 automatically…
We are currently seeing an issue with Schools First FCU returning an FDP-106 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…
Hey everyone! Let's talk about balancing our financial goals with the things we do for fun. How do you budget for your favorite hobbies, collections, or entertainment? I like to treat my hobby spending as its own dedicated category in my Quicken Simplifi Spending Plan. I make sure to carve out a specific "fun fund" each…
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…
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 3/5/26: Pending transactions are delayed in impacting the balance for connected accounts
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