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NEW 10/13/26: Bank of America - Missing Transactions
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I think it would be great if we could add our planned spending categories to our monthly cash flow. I think a lot of people know how much they will spend per week on groceries and gas etc. and it would greatly help us understand our weekly and monthly cash flow better. Thanks for considering.
Having the ability to predict account balances with or without non-fixed expenses would be chef's kiss. Example use cases: - Considering different loans and their impact on discretionary income each month, not just net worth - Managing tight budgets, especially those with multiple payment accounts - Forward-looking annual…
The new Spending Dashboard is rolling out to Early Access users, giving you a new way to explore, compare, and understand your spending. For more details about the new feature and everything it offers, check out our Spending Dashboard announcement: As you explore, we'd love to hear what you think! What do you find most…
For a couple of days, Huntington does not update. Reconnecting accounts results in FDP-106. Per support, I made all accounts (despite still having the same names and numbers) manual and tried to add new connection by going to Add Account → Huntington → Log In. After logging in, I still get FDP-106:
Any update on the progress of resolving the CIT Bank connectivity issue?
They are the financial institution for many 401k accounts. This works in Quicken, but is not yet in Simplifi.
This new "feature" now means that when I click on the Credit section in the left pane instead of the list of All Transactions I now get the Transactions Summary tab which is completely useless to me. So now I need to take an EXTRA step to see the list of All transactions. I should be able to turn this Summary tab off so…
Hello everyone! Here are the issues and features we were able to tackle with the 6.41.0 Web Release, released on October 14th: FIXED: Transaction list does not fully render after navigating from Reports back to Transactions. FIXED: Transactions page shows only newly created manual transactions after navigating from the…
I have a question regarding the cash flow chart which is probably one of the best tools that Simplifi has because it helps you make sure you will not have any shortfalls in your account. Here is what I struggle with and it's regarding the planned spend of the spending plan. Our planned spend comprises of grocery shopping,…
Hello everyone! Here are the issues and features we were able to tackle with the 6.41.0 Mobile Release, released on October 14th: FIXED: The Taxes Report displays only one year, even when multiple years are selected in the date range. FIXED: Crash while making large splits. FIXED: Android keyboard persists across screens…
I had my 401k in Guideline before it got moved to Vestwell. Previously Guideline supported Quicken Simplifi integration. It seems that Vestwell does not have backwards compatibility for this and there is no way to add my migrated Vestwell account to my Quicken Simplifi. This has been very frustrating to workaround…
This discussion has been merged.
so many problems syncing data are making the product unusable to me. My portfolio is with Northwestern mutual which doesn’t work since weeks ago. And my Bank of America connection fails half the time, and now brings duplicate transactions, misses some altogether so balances never match. In short, there is nothing usseful I…
After being a Simplifi user for more than year, I have been able to get a personal process down with the App. However, there is one aspect that I would like to automate dealing with new transactions for the accounts. This desired automation is to have all the new incoming transactions flagged with a specific flag. Example…
Is it possible to automatically mark a transaction as reviewed after you edit it or categorize it? Editing it denotes that you have reviewed it. This would remove 1 more click per transaction and make the workflow much more efficient. [edited - readability]
I have had two technical issues with Quicken Simplifi over the last month, and it's been deeply frustrating that the software engineers (or what ever PM position works with them) cannot use these forums to build their bug reports (and follow up with the people posting on these forums as needed). This seems like a people…
My wife and I have accounts under separate logins. Currently, only one of us can have accounts synced…I believe this is a long-term issue. Is there a fix in the works? Previously, I have gotten it to work for a bit by logging in to the second account in an incognito window…but that is very hacky and inconvenient. It always…
We are currently seeing an issue with Keys Federal Credit Union returning FDP-102 and FDP-103 errors in Quicken Simplifi. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they become available, please click the bookmark ribbon located in the upper right. If you do…
We are currently seeing an issue where transactions are missing with Bank of America in Quicken Simplifi. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they become available, please click the bookmark ribbon located in the upper right. If you do not see the…
Since it’s October, let’s take a little trip down memory lane... What was your first car or motorcycle? Bonus points if it was a little spooky, beat-up, or held together by sheer determination. 😸 Did you love it, hate it, or somehow manage to keep it running forever? And more importantly, was it a spooky nightmare for your…
Want to see how your finances have changed over time? Comparison Reports are now available on web and mobile! With the new Compare option, you can compare the current report period against another period to see how your income and spending have changed. You can choose from: Prior year — Compare your current date range with…
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…
Tips and Tricks * Use the reactions. These let you share how you feel about other’s comments. The most liked content shows up on the Best Of page. * Mention others. Put an @ symbol before the username to mention someone. They’ll get notified when you do. * Update your notification preferences. You’ll receive a notification…
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