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UPDATED 9/21/26: Mobile App Slowness
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I wanted to leave some feedback for anyone connecting to California Coast Credit Union. By default, their credit card balances appear as positive. I provided their IT team with feedback about this, and they called me back to let me know that a fix is in the works, possibly in the next few months or in Q1 of 2027, so the…
Hello, I'd love to see SCE available as a biller to add. Login link below. Log In | My SCE | Home - SCE Thanks :)
Very simply, it would be nice if in my manual transaction accounts if the transactions that I record actually changed the holdings in the account. As it is, if I have a manual investment account that I do anything with, Simplifi makes me change the holdings of the account as if they were always that value. It doesn't make…
I'd like to see an easy way to assign a specific transaction to be 'taken from' a savings goal. For instance Christmas. I saved over time $600 in my Christmas savings goal. At Christmas time I go shopping for Christmas gifts which generates a transaction from the store that I shopped at, for $100. I'd like to be able to…
In the web version the project cash flow has a graph that you have to hover over the amounts to see them. In the web app you can see just the amounts. I would like an option to see just the amounts in the web version without having to hover over the plots on the graph.
This discussion has been merged.
Keeping your financial records accurate is now easier with Transaction Review. Review and update transactions one at a time or in bulk to help keep your reports accurate and your financial data up to date. For Quicken Business & Personal users, this can also help you stay prepared for tax time. On mobile, review…
I'd like to request that OneFinance be added to the supported banks list. https://www.onepay.com/ [added URL]
Somebody needs to figure this out. It's been several weeks now and is very frustrating. I will NOT be renewing my subscription to Simplifi if this isn't fixed soon.
Simplifi's flashing and animated elements are harmful to anyone with motion sensitivity, and for some users they may trigger seizures. There is also almost no keyboard navigation. If these aren't fixed, I will have to stop using the product. Row highlighting in the transactions view flashes rapidly as the mouse moves…
Monthly budgets do not work well for our family due to variable spending habits, often based in season. Does Simplifi allow the option to receive notifications if approaching budget limits per quarter? This tool can allow ample time to cut back on spending on certain categories before the end of the quarter.
When are you folks going to update the mobile app and correct the slow and buggy operation?
It's useful in a public space to be able to hide the big total values that are shown on the main screen. No need to hide the total for every single account. The Privacy mode's Hidding total feature is too much. Would be great to have something intermediate.
Since Sept 1, I've had problems with pending transactions in the mobile app only. When they move to cleared, a blank field is left behind. Could this issue be addressed? I worked with a rep yesterday about this. He showed me how to clear data, uninstall, and reinstall to clear those fields. However, it's still happening…
The new Expense Receipts feature is nice, but I feel like we should be able to edit the details after the upload and automated detection process completes. I find myself wanting to tweak the name and description of receipts but am unable to do so. The automatic details are close, but sometimes a little manual editing is…
I noticed today that while I added images for recurring billers on the web browser, these images are not syncing with my ipad and iphone app. In essence I would need to add all of them on each device.
We’re excited to introduce a new Source column in the Transaction List, now available in Early Access for Personal customers! 🎉 This optional column gives you a quick look at where each transaction came from and its current status, including: Source: Download, Manual, or Series Match status: Whether the transaction has…
Hello everyone! Here are the issues and features we were able to tackle with the 6.37.0 Web Release, released on September 16th: FIXED: Investments Performance chart briefly displays data before showing "Not enough data available" for a single-day date range. FIXED: Quicken Assist Chat fails to find transactions when…
We are currently seeing an issue with U.S. Bank returning an FDP-105 / FI_WEBSITE_UNAVAILABLE error 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.37.0 Mobile Release, released on September 16th: FIXED: Able to double-tap "Help" from the Navigation and Profile menus, which opens multiple instances of the help page. FIXED: Quicken Assist Chat fails to find transactions when searching by…
Want to keep an eye on your spending during a specific period? You can now set a time range for your Watchlists! When creating or editing a Watchlist, turn on the Time range toggle to add a Start date and End date. Choose the dates you want to track, and your Watchlist will focus on spending within that timeframe. The…
When I get up in the morning, I like to have a cup of decaf coffee or tea. I like the flavor, but I can't have too much caffeine. What beverage do you like to drink when you wake up?
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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