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I logged in for the first time since December and the UI is slightly different. It's all slightly buggy and jumpy. Buttons I press get randomly undone a few seconds later… Honestly has me wishing I didn't renew in January. Please fix this or revert to the old UI. This is the problem with SaaS today… Got product managers…
I see that you FINALLY after 18 months of people bringing this up, added Neuberger Private Wealth. Unfortunately I get an error FDP-103. I am concurrently logged on to nbprivatewealth.com so the error message is useless. Please don't provide the silly generic steps that you have provided to everyone else that complained…
This discussion was created from comments split from: Transactions Stopped Downloading - Wells Fargo and Discover (edited).
Osaic. I am trying to connect my Simplify account to Osaic. The log-in URL is "https://app.osaic.com/equipt/" I do see other institutions with "osaic" called out in the account search, but not the one associated with equipt. Can you enable this connection?
This discussion has been merged.
Hi, I have some accounts that report a balance with pending transactions already debited; and, other accounts that report a balance preceding pending transactions. It -appears- in both Simplifi documentation and in the user interface that you can tell Simplifi to interpret balances for individual accounts as with-pending…
I'm sure this idea post exists somewhere, but I couldn't find it after various searches. For some - not all - of my accounts, I want to set an alternative baseline in the Projected Cash Flow other than $0. I still want to see the $0 line, I just want to add another colored baseline to visually aim for. For example, for my…
As of 2022 saw message that Stockpile was added. I tried to link my Stockpile account at different times over the last few weeks and get this message: Failed to connect Your financial institution isn't currently supported to establish a connection to your accounts. (1415)
I have a mortgage through Chase. I've noticed that, from time to time, the values that Simplify gives to my mortgage in "Reports → Net worth" are totally off. I don't mean "oh it missed that I made a payment", I mean the values will go from "-$350,000" to "$50,000". If this happens to happen at the end of the month, it'll…
I have not been able to get updates from my Boeing Employee's Credit Union (BECU) accounts for a couple of days now. repeated attempts to re-connect have failed.
It would be helpful to see a "Pending" total (sum of all uncleared transactions) at the top of the account register in addition to the cleared account balance. I enter transactions manually for certain accounts and being able to see a pending total would aid in reconciliation speed. As a workaround, I am selecting all…
This discussion was created from comments split from: Vancity URL Change
I use savings goals extensively. The giant cards are nice when you only have a few savings goals, but quickly become cumbersome as the number of savings goals increases. It would be nice to have a list view of a similar size to either a transaction register row or perhaps the size of the Planned Spend items on the Spending…
Being able to filter by Usage would be helpful as certain business usage can span personal and business accounts (such as purchasing a business item on a personal credit card, anticipating business reimbursement in the future. This would allow someone to use the All Accounts panel and filter by Usage to find all…
I like to prefix certain account names and top-level categories with emojis as it helps to visually identify what I'm looking for quickly. However, prefixing values ibreaks alphabetical sorting everywhere in Quicken. Category and tag lists in "Categories & tags" and all reports should ignore prefixed emojis to keep…
Hey everyone! Let's talk about balancing our financial goals with the things we do for fun. How do you budget for your favorite hobbies, collections, or entertainment? I like to treat my hobby spending as its own dedicated category in my Quicken Simplifi Spending Plan. I make sure to carve out a specific "fun fund" each…
Bank of America will begin its migration to a new API platform starting today, 2/24/26. This will affect users in waves, meaning not all users of Bank of America-affiliated Financial Institutions (FIs) will be affected at once. The list of affected financial institutions is: Barnes & Noble BOA FIA Card Services World…
We’ve introduced Credit Card Details, a new enhancement that makes it easier to stay on top of your credit card activity—all in one place! This feature is now available in Early Access on both the Web and Mobile Apps. When viewing a credit card from the transaction page, you can now quickly see key details such as:…
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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.11.0 Web Release, released March 17th: FIXED: Copy/paste into the Contains field in transaction rules does not retain all keywords. FIXED: Page crash after deleting a recurring series linked to a biller. FIXED: When editing the account…
We’re excited to announce that Quicken Simplifi now integrates with Kelley Blue Book! This new feature lets you link your vehicle asset accounts to Kelley Blue Book so you can automatically track your automobile’s value as part of your net worth—without manually updating it each month. The Kelley Blue Book integration is…
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…
[ONGOING] 2/20/26: HealthEquity returns an FDP-108 error
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