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This is who owns and services my mortgage. Cannot add this account. Please add. Thank you
Coinbase connection has been reported not working for the last 8 months, can we get an update on this issue? Coinbase no longer offers legacy API keys and the new API keys have never been able to connect successfully on Simplifi, giving the FDP-103 error. These account working are an important part of keeping a Simplifi…
(I know that there was a discussion on this topic called “Savings Goal Heavy Lifting,” but it appears to have been closed so I am starting this one anew.) I’m new to Simplifi (but a Quicken user since the 1990s). I want to use the Savings Goals feature to earmark money in my checking account each month for bills that are…
I noticed that any Amazon, Target, or similar transaction is being automatically categorized by Simplifi in a “Gardening Supplies” expense category. This is really annoying. How can I stop it? I have no rules guiding these category selections neither for a specific content nor for a specific business. Any suggestions?…
I have not been been able to update my Nationwide balance for the 16 days. Keep getting a FDP-155 error
They are the financial institution for many 401k accounts. This works in Quicken, but is not yet in Simplifi.
I receive a rental payment from someone through Venmo. I want to track the amount and reflect it correctly, as well as have proper accounts set up. My thought was to create a rent receivable account, and a rent revenue account but I'm not completly sure what account type to use for each. My thought was to create a manual…
Issue: Tapping into Settings > Transaction ’Rules’ with the menu expanded has a screen layout issue in landscape mode for the iPad. The expanded menu covers the left side of all transaction rules blocking their view. Workaround: Minimize the menu before tapping into Transaction ‘Rules’ to see the full rules. Environment:…
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.
This is a feature-request for a simple Shift+Click or Ctrl+Click function to select multiple transactions. The purpose would be to change the "check mark" or "category" or "tag" of multiple transactions at once. For example, if I have 100 transactions in the "Paycheck" category I could Ctrl+Click the 5 of them that are…
Note above "Money Out" is unchecked (so it should be included in spending plan). But: Both sides are greyed out on the spending plan under transfers. To be clear, I believe unchecking money out from the spending plan, the spending plan should include that side — but the spending plan transfers bucket is showing $0. -Rob
The fact that we can't do this is mind boggling to me. Often times, when I return two items from the same order to Amazon, I get two separate refunds. However, the original purchase was under a single transaction. So I can not associate both of these refunds with the "single" return expected from the original transaction.…
Every time I change a category from the transaction panel, a new rule suggestion appears. It takes several clicks to cancel rule creation. At this point I have about all of the rules I need. For example, transactions from Amazon go into several different categories but there is no way a rule can decide which one applies. I…
Hi, just saw QBP listed for the first time. Current simplifi user. Is QBP basically simplifi plus additional business features? By that I mean it's the same web interface generally speaking? Can one upgrade from simplifi to qbp...and if so, is it just a license change but your data is all the same already etc? Thx
This appears to have been reported previously, but the original poster didn't follow up. I still see this issue, exactly as they have reported it. This shows up for both credits and debits, both in the Simplifi app and website. When will Quicken fix this issue?
[removed] this topic has been posted many times. I have been a simplifi user for many years now and I continue to see duplicate transactions in pending. It seems if you modify a pending transaction such as give it a category, tag or note then a duplicate will appear. Often the updated pending transaction will linger and…
We are currently seeing an issue with Chartway Federal 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 will post updates as soon as we do. If you would like…
We are currently seeing an issue with Discover Bank, Discover Card, and Discover Card Account Center receiving an FDP-103 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…
We are currently seeing an issue with users being unable to add their addresses using Zillow integration 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. In the…
We have identified that users with Pentagon Federal Credit Union are receiving error FDP-155 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…
Hello everyone! Here are the issues and features we were able to tackle with the 4.45.0 Web Release, released February 5th: FIXED: Clicking a transaction on the Recent Spending Dashboard card does not redirect to the transaction. FIXED: The indentation for tax line items in the Taxes Report. FIXED: Unable to scroll to the…
We are currently seeing an issue with Lowe's Commercial Card (Synchrony) returning an FDP-108 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…
Hello everyone! Here are the issues and features we were able to tackle with the 5.23.0 and 5.23.1 Mobile Releases, released January 30th & February 5th: FIXED: Planned Spending items are not sorted alphabetically. FIXED: The Monthly Summary Report doesn't always show a correct % change. FIXED: 'Payee Name' is not…
We are currently seeing an issue with EverBank Consumer 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 will post updates as soon as we do. If you would like to be…
We are currently seeing an issue with Chime returning Care Code: 2800 in Quicken Simplifi. This is due to an outage in the API. 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…
This year appears to be zooming by, we are already in February! I feel as you get older, time definitely goes by quicker. When I was a kid, I used to dream about what I would be doing as an adult. My dream job was to be a paleontologist and discover cool dinosaur bones! That changed of course when I was an adult. We would…
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