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I balance daily and what I am describing is true on both phone and desktop. I have in transactions two entries in green dated May 4, one for $13.41 (CRED CRD RECD PYMNT), the other for $9.82 (CASH BACK). These two categories are no longer showing in reports > spending. I created these expense categories well before Jan…
I am new to Quicken. My husband and I share joint accounts. I want to make sure all accounts are reflected in Quicken. Should I enter all investments and other accounts for both of us? Thanks! [edited for context]
I’m using Quicken Business & Personal / Simplifi-style QBP and trying to understand how investment transactions flow into capital gain/loss tracking and tax reporting. I see that QBP allows investment transactions such as buying shares, selling shares, and adding shares. It appears to include fields for share quantity,…
In Quicken Business & Personal / Simplifi-style QBP, can transfers be tax-mapped? Use case: HSA or IRA contributions recorded as transfers from checking to an HSA/IRA asset account. Questions: Can transfers be marked tax-related? Can transfers map to a tax form/line? Can split-level tags/notes on transfers appear in tax…
Yes, some businesses still use paper checks. Please add the functionality to print paper checks in Quicken Simplifi (Business & Personal). This is a real need!!! Not just a "like to have". I wonder if anyone at Intuit Quicken will contact me to 1) identify what the need is 2) establish a development plan and timeline.…
This discussion was created from comments split from: Barclays pending transactions show as credits.
Tags appear to be available only on non-split transactions, not on individual split lines (as are notes, flags, and receipt attachments). Are these features intentionally unavailable for split lines? Is there an alternative other than creating a transaction to represent each split? Many thanks for any helpful input.
Hello, I think you guys should add the ability to have multiple spaces under 1 subscription, similar to the way you can create separate budgets in Quicken Classic. I don't want to go to Quicken classic since, if in the future, you guys add this feature to Simplifi, I wont be able to import my data into Simplifi. With the…
It's great that we can now share access to our account say with a spouse or financial advisor but I would like to be able to control the level of access. At its simplest level view only vs full access. Further by function - so add or delete accounts, modify spending plans, viewing by accounts, ability to edit transactions…
I've noticed in the past 2 weeks, incoming transactions on my Navyist Rewards Old Navy Mastercard, charges are coming through as credits (positive) rather than charges.
This discussion has been merged.
Ollo card is part of Merrick Bank but the sign in is at https://www.ollocard.com/
This discussion was created from comments split from: Venmo keeps disconnecting and not showing transactions (edited).
I am fairly sure this is a new issue. When I am editing a transaction inline, and I press tab to navigate from field to field, the transaction list scrolls down a few rows and the transaction I am editing is barely visible on the screen. I can manually scroll back up but it keeps happening. This seems to only happen to me…
We are currently seeing an issue with Barclays downloading duplicate transactions 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 Wescom Financial returning an FDP-103 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 be…
Summer is coming up, and with it plans for those great summer vacations. Or maybe, "staycations"? Are you team "plan for a big summer trip" or team "save up for the ultimate staycation"? Let us know how you use your budget to plan for those awesome summer vacations! ✈️☀️ If you aren't one for planning vacations this…
Hello everyone! Here are the issues and features we were able to tackle with the 6.17.0 Web Release, released April 29th: FIXED: Closing a financial institution does not close the associated banking accounts. FIXED: The 'Search' button isn't working when searching for a financial institution. FIXED: Kelley Blue Book…
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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[UPDATED] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
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