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Hello, for past sevreal weeks I have had issues syncing only 1 bank account and the agent just asked how many charaters for login name???
this used to work but something was introduced a couple weeks ago. in the transactions view, you scroll down a bit. you left-click on a transaction and the details appear in the modal. if you dismiss this modal with the escape key, in the past, the modal would just disappear. in recent versions, this will also…
We have been made aware of an issue that Discover Credit Card users might encounter when trying to authorize or add their cards for the first time. After going through the Add Account process, the user will be directed to Discover's website, and after entering credentials, will get an error that says: "OAuth 2.0…
Regarding the Idea Post at the bottom, I see it's closed and indicates that it was "Completed". Still, I find that these three (3) can't be deleted or the category name can't be edited. Instead, when I click on them, it shows this… I also don't see the ability to "Disable" them; truth be told, I don't see a way to…
With the recent enhancements made to reports on both web and mobile—now available in Early Access—we’d love to hear your feedback! 🎉 These updates are part of our ongoing efforts to improve the reporting experience in Quicken Simplifi, and your insights play a huge role in helping us fine-tune what’s next. You can check…
I have been a Quicken user for years and Simplifi user since it came out and here are some things off the top of my head that users and development team needs to be aware of prior to adding on the business plan: NOTE: Pause when managing a lot of data. Simplifi does NOT work well when manipulating large numbers of data and…
Quicken password design parameters - max character limit remains a mystery...Past several months I am having issue with sync only one bank and yesterday a new custoemr service agent asked about how many character and any special character, this completely through me off. Quiken team states minimum but have no statemnt for…
I would like to be able to update the expense series target amount on existing categories in a prior month (say, four months in the past), and have it carry forward through subsequent months to the current month. Currently, when I make such historical change, after some time passes, the change I made to the target amount…
I'd like to request Simplifi add the capability to add expense categories in past months and have them carry through (roll over balances) to subsequent months—even if those months are historical—all the way to the current month. This would help in cases of the need to separate budgets after-the-fact when it becomes clear…
I opened a new CD in the E*Trade bank and all's well. I opened a 2nd CD and have been trying to bring it over SQ. I'm doing exactly the same as I did for the first CD. I get the following from the "NEW, Add Account" attempt: E*Trade Bank "You have already added all your accounts at this bank." Both CD accounts have been…
Charles V. Orangeburg, NY Using Simplify for a few years. Interested: product issues/resolutions
I'm trying to use splits to break out my mortgage into principal, interest, and transfers to an Escrow account. For the Escrow account, I have a manually managed savings account that I use a transfer to update the balance. The past two months, I have been able to include the negative transfer in the spending plan as I want…
Here's the problem: I have some transactions where the automatic matching process does more harm than good. These are mainly credit card payment transfers from my bank account to the credit card. As detailed elsewhere, credit card refunds (which are not transfers) get matched to the payment transfer. Undoing that mistaken…
In my rule, I have 6 values for the payee field. I remove 3 of them, click on create the rule. I go back into the rule and the same 6 values are there after I just create it. What am I doing wrong or is this a bug?
This discussion has been merged.
After over 20 plus years using Quicken for business and personal finance management, I feel Quicken has finally arrived with Simplifi!!! I have a couple of feature requests that would help me. Please add “Reviewed” option for “Investments” accounts. Please add actual file uploads from iOS app for receipts. Please add…
We are currently seeing an issue with Westerra 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 we will post updates as soon as we do. If you would like to…
With Early Access enabled, Web App users will see a new “Beta” toggle we have upgraded most of the reports in the Reports section. Turning this on unlocks more robust versions of the following Reports: Spending Income Savings Net Worth What's New These Reports now follow the same layout as the current Income & Expense and…
We’ve made it even easier to understand your finances right from your transaction registers with the Spending and Income tabs! With Early Access enabled, you’ll now see three tabs at the top of your register on the Quicken Simplifi Web App: Transactions – your regular register view you’re already familiar with Spending – a…
Hello everyone! Here are the issues and features we were able to tackle with the 6.13.0 Web Release, released April 2nd: FIXED: The month names overlap each other in report graphs when run over time for an extended date range. FIXED: The first click when selecting a payee during Payee Watchlist creation does not check the…
We are currently seeing an issue with VyStar Credit Union 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…
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…
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…
[ONGOING] 3/4/26: The Golden 1 Credit Union returns an FDP-105 error
Congrats to our most Active Monthly Users!
