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https://youtu.be/xlzdvEsrCos Two days ago, I was able to do a transaction search by typing the amount of the trans action, and it would list it. However, if I type a number, and as the search narrows down the possibilities, it also clicks out of the data entry search section. I have to click back into the search section to…
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
Using Web Version: 6.13.0 (65355/ab764330c8): Today (4/7) I had a 4/6 pending transaction listed on my Transaction Activity for a credit card account in the Pending section. I clicked the "…" to edit the transaction, and changed the date to 4/10. Instead of it moving up to the timeline, or simply staying in the Pending…
When looking at the Spending report, i think it would be good to see a percentage that category is taking up in the pie chart. following some budgeting rules, i like to generally say around 15% of my monthly income spend on food/groceries...i want to make sure im saving 15% of my income ....etc Thanks!
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".
Transaction selection and usage used to be fine: I filtered by not-reviewed, and then One by one I would click the reviewed column Each would disappear and the row above would move below my mouse cursor Over the last few months this has gottent worse, and now even worse (which is hard to imagine) Same filter I click on…
Insights defaults to Income By Month every time I go there, but that is almost never what I want to see first. I'd like to be able to select Spending By Category, and a time frame, and have that same setting retained each time I come back to Insights.
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…
Every month about a week before a recurring deposit (income) is about to occur quicken drops the reminder from the checking account and so it looks like I'll be overdrawn that week or later. This has started happening in the past few months. Simplifi is starting to remind me of the buggiest software I used in the past,…
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?
Hello peoples. Newbie here, and I don't use forums often, but when I do ….. LoL When I click the "+New Post" button, it shows a choice. Discussion or Question In my tiny little brain that has tons of useless information (according to wifey). What is the difference here? Questions lead to discussions. Discussions often have…
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?
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.
I'm trying to manually add WBREOX (https://www.quicken.com/investing/mutual-funds/WBREOX/BlackRock-Equity-Index-Fund) as a holding to one of my accounts, but Simplifi will not list it as an option. Instead, I have to manually enter it all the details rather than having it automatically update the share price.
I am unable to connect my former SagePoint Financial account. SagePoint is now called Osaic eQuipt. I have verified login to my online eQuipt account. Osaic has several financial companies including eQuipt and Woodbury Financial Services.
I've bought the Business & Personal package so I could manage two different spaces. Works great, except for all the Business stuff I don't really need and just complicates the UI. The most obvious is "Business Setup" widget that appears at the top of the UI. Since I don't have a business I haven't gone through the setup,…
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…
Happy April Fools! No fake feature announcements here today, just a safe space to admit how we sometimes try to fool our own Spending Plans and budgets! We all have that one category we conveniently "forget" to check, or that one purchase we try to creatively categorize. Let us know what the most ridiculous mental…
NEW 4/8/26: Barclays - Missing Transactions
Congrats to our most Active Monthly Users!
