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Please add Crew to the list of institutions. URL: https://www.trycrew.com/ Crew is my main bank. Bangor Savings Bank is the group that provides banking for Crew and that IS one of the institutions listed. I've also talked with one of the employees and they've apparently tried to reach out before with no luck. They said…
Is anyone else having a problem with LPL not updating all of their accounts. I have 4 accounts and only two are updating. I tried to reset the connection and it displays 16 accounts and I have tried a combination of which accounts to add and thought i was successful but only two have updated. The other two pulled in the…
Currently Mastercard Data Connect seems to be down with no ability to sync current accounts or add new accounts. Tried to tell support but they seemed to keep going down the nothing in the system is an error hole so figured I would just post it here.
How do I get rid of the mobile app bar at the top of the screen? I am unable to scroll down to get to the “Settings” icon on the left side of the screen and I am not able to sign-off the WebOS app. Usually, when an app option is offered, an “X” is placed to the left of the app name so that I can close that row on the…
I'd like to request that OneFinance be added to the supported banks list. https://www.onepay.com/ [added URL]
transfer from checking to petty cash is NOT included in Spending Plan BUT when petty cash is spent for something, it IS then included in the Spending Plan. Right?
I have my Spending plan exactly how I want it, with everything categorized properly and recurring transactions marked so I can get an accurate reading on my cash flow projections. But this all fails when I go to the Income & Expense report. I've realized my Income & Expense Report does not align with my Spending Plan…
Currently, a Reminder shows in Accounts on the set date but does not immediately remove the reminder and enter it as a transaction. I would prefer that a Reminder is removed and the associated Transaction is entered at 12:00am on the day of the Reminder.
With the recent enhancements we made to navigation on the Quicken Simplifi Web App, we want to hear from our users! Let us know what you think by commenting below. Our announcement here has more details on the changes: https://community.simplifimoney.com/discussion/16021/new-feature-alert-faster-navigation-for-the-web-app
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…
Acorns emergency funds are not appearing in my system. Whenever I try to find more accounts, the system says that I have added all accounts. Attached Accounts Attempt to add more Accounts Acorns Accounts cut off to hide amount details
This discussion has been merged.
www.first.bank has updated their website and app, ever since the update Simplifi can't connect and is throwing FDP-106. Is there any timeline when or if this can get resolved.
None of my financial activity is appearing under the individual account detail or the Transactions menu item. However, if I refer to any of the Spending Plans or Reports, all of the transactions seem to be present. I've checked to ensure no filters or date ranges are conflicting. Even more oddly, they appear under Recent…
Since I'm paying for this service, I feel I have a right to gripe. Buckle in. Automatic categorization is random. Most of the time Sprouts is recognized as Groceries, but occasionally it gets tagged as a Restaurant. Simplifi couldn't figure out what category the US Post Office should be. It decided In-N-Out must be a…
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…
We are currently seeing an issue with Ohio Public Employees Retirement System returning a 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…
Dear Quicken Simplifi User, It’s time for my first letter of 2026, which will reach you on the eve of an exciting milestone: 10 years as a standalone company on March 31. As we near that anniversary, we have plenty to celebrate and even more to look forward to. Over the past four decades, tens of millions of people have…
Want to show someone Quicken Simplifi’s features or your progress toward financial goals without revealing private details? We’ve heard from users that this is a common need—and Privacy Mode, now available to 20% all of Early Access on the Wep and Mobile apps, makes it easy! With Privacy Mode, sensitive information like…
We’re excited to announce that Quicken Simplifi’s Net Worth feature is now available in Early Access on both the Web and Mobile apps for personal-only subscribers (not Quicken Business & Personal)! The Net Worth feature gives you a clear, consolidated view of your overall financial position, helping you track changes over…
We are currently seeing an issue with Bank of America returning a "Something went wrong" error in Quicken Simplifi. Users may encounter an error message: "Something went wrong. We're unable to authenticate you. Go to the bank fo America site or app you typically use to manage your third-party consents for assistance." This…
We are currently seeing an issue with PennyMac Home Loan Solutions 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…
We are currently seeing an issue with Comerica Bank 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 we will post updates as soon as we do. If you would like to be…
Hello everyone! Here are the issues and features we were able to tackle with the 6.12.0 and 6.12.1 Web Release, released March 25th & 27th: FIXED: Deleting a Recurring Series from the Edit Series modal does not generate a confirmation prompt. FIXED: Cash placeholder icon is using the incorrect background color.…
[ONGOING] 3/4/26: The Golden 1 Credit Union returns an FDP-105 error
Congrats to our most Active Monthly Users!
