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!
Join the discussion in December's Community Meetup Newsletter!
Join us in The Water Cooler!
I am forced to use Miscellaneous Expense for a number of actions as listed here… Exchange posting (the difference in exchange moving funds from C$ to US$ or back) Withholding tax Management Fee GST Also could use a Matured action for bonds
Is it expected behavior to have your simplifi recurring transactions, projected cash flow, and spending plan all zeroed out? [edited title]
I've been using import from CSV for quite some time now and it used to trigger the application of Rules to Rename Payee, Update Category, etc. At some point in the past few months this stopped working. Now, when I import transactions from CSV the rules don't trigger and I have to rename payees and assign categories…
Please add the financial institution for Nebraska College Savings ie. NEST 529 - it was supported on my prior financial transaction aggregator site, from which I'm migrating to Simplifi. actual login site for NEST 529 is here, Union Bank & Trust is the financial partner that operates the NE college savings accounts.…
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 unable to connect to Nebraska Ed Savings Trust at this time. Please try again later. Care Code: FDP-102
So.. I found that I could do this thru the 'New' button on the 'Transactions' page… Is there any way to configure the dashboard so that it provides an 'Add Transaction' button or something like that to make it easier and more accessible? The Quicken mobile app does this using a nice '+' button on it's home screen…
My income & expenses can vary significantly month-to-month such that this month vs. prior month comparisons aren't all that helpful. Adding a Year-over-Year comparison would be very helpful (i.e. comparing to the same month in prior year.
I just set up my Simplifi. I tried to set up the Credit Score. I received the link to start my credit score verification in my text but when I click on it it brings me to this page: And this is what is displayed on my Simplifi Dashboard: How can I get this to work?
What happened to Tastytrade/Tastyworks connectivity? It was working until a few weeks ago and can no longer connect my account. Has support been lost for this institution?
I'm wondering if anyone else has noticed that the vehicle value that Simplifi pulls from Kelley Blue Book doesn't match what kbb.com is showing? I just switched my vehicle account to manual and re-added the kbb connection so I could update the mileage. At the same time, I went on kbb.com to look up my car's value. I used…
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…
This discussion was created from comments split from: "You have already added all your accounts" message with Manulife Bank of Canada (edited).
I would like to see my projected spending plan for the year to see the impact of paying off loans, ending bill series, changing income, etc affect my budget in future months. I know I can step through the spending plan month-by-month but it doesn't let me see the trend and I have to click into income, bills, and planned…
Hello Simplifi Support, I can’t connect my FirstBank of Colorado accounts to Simplifi. The connection attempt consistently fails with care code FDP-101. I tried reconnecting just now (March 3, 2026) from Settings → Accounts and received the same error. Details: Institution: FirstBank of Colorado (connection listing shown…
I get the following message on syncing: I can't identify where the problem lies, how do I correct this?
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…
We are currently seeing an issue with The Golden 1 Credit Union returning an FDP-105 error in Quicken Simplifi. This is due to the financial institution performing scheduled maintenance. We recommend trying again at a later time. If you would like to be automatically notified of any updates regarding this issue, please…
We are currently seeing an issue with multiple financial institutions returning an FDP-101 error in Quicken Simplifi. At this time, the list of affected FIs includes: Ameris Bank - GA Bank of Hawaii MidFirst Bank CIT Bank EverBank Consumer Oriental Bank Security Service FCU This is a known issue that we are working to…
We are currently seeing an issue with CIT Bank returning a CP_SCRIPT_ERROR 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 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 and 6.8.1 Web Releases, released February 25th & March 3rd: FIXED: "Go to Other Side" missing from split transfers for manual mortgage accounts. FIXED: The toggle to turn off Quicken Assist Chat is missing from Settings (Early Access).…
NEW 2/20/26: HealthEquity returns an FDP-108 error
Congrats to our most Active Monthly Users!
