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Probably won't sign up unless it's integrated it used to be called guideline - it manages 401k plans Thanks!
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…
Been having this issue since last week; worked for years prior to this.
I would like to see a total of my accumulated rollover amounts in Planned Spend that is in some way related to the total available cash in my cash accounts. I'm trying to think of a way to keep track of how much of the cash in my cash accounts belongs to the rollover amounts showing in Planned Spend. Or, to put it another…
Even though Simplifi indicates that my Fidelity account was updated, it has not updated for the last couple of business days. I am hesitant to "reset the connection" because the last time I did that, all of my accounts were duplicated causing all of my totals to show 2x the actual amount. Any suggestions on how to resolve…
Is there an update to the "Ongoing issues…" page here? I'm still not able to sync with the Iowa 529 college savings plan. Please advise.
Thanks for the split transactions feature, it works pretty well. I’d like to suggest the ability to hide individual items from spending plans and reports. For example, I create a split transaction for my paychecks and I track my taxes, insurance and 401k contributions. But I’d like to hide 401k contributions since they’re…
In Simplifi mobile on iPhone, go to Investments>Balances>Transactions. Select a transaction, make a change, and then tap Update. Nothing happens.
Idea: Make Cash Flow reflect all known pending activity Currently, Cash Flow only accounts for recurring items and refunds. User-entered pending debits and A2A transfers are ignored unless the view option "Balance with Pending" is selected,* which can break accuracy for some accounts. This means your Cash Flow can "change"…
I have 3 store credit cards that are all managed through Synchrony. I recently created a Synchrony login, which shows all 3 cards and allows me to manage them all from this one account. However, I am unable to add this Synchrony account in Simplifi. I know the credentials are correct, and I have tried every variation of…
This discussion has been merged.
Also, the ability to add documents such as the Certificate of Fictious Name, IRS Letter for EIN, various County/Locality documents, would be beneficial. These documents would then be able to be referenced with the business. Also, when this file is shared with the Account, these documents would be available. NOTE: Accounts…
Hello everyone! Here are the issues and features we were able to tackle with the 4.86.0 and 4.86.1 Web Releases, released December 3rd & 4th: FIXED: The Income Report is still broken down by day when using a Date Range of 31 days. FIXED: The deep-link for the Monthly Summary Report opens a default reports page. FIXED: When…
How do I fix support for Wealthscape Invester? https://www.mystreetscape.com/auth/access/login It worked for several years and stopped connecting several months ago. It goes through the adding process after being reset, but the error message is always Bank is not available at this time. Is anyone working to fix this? M
In Settings, Business listing, an entry for more than one email would be beneficial to the user. As in a sole proprietorship, the owner’s email can be entered but also the email for the DBA, AKA, etc. would be beneficial. NOTE: Accounts tag was selected as there was not an appropriate tag to select.
In the Settings, Business listing, it is requested to have the EIN entry field. Also, with this field it would be beneficial to have a date field for when the business was started. These two fields can be placed under the Primary field for each business. With this information the Business Owner will have a place to record…
I would like to recommend that the industry listing be alphabetized. Leave the “Not Specified” at the top, but then alphabetize the remaining lists for easier searching, reading and usage. Note: Accounts tag was selected as there was not appropriate tag.
Hi, I had successfully connected some TIAA accounts, and they were working perfectly until, oh, maybe a week ago. Now, the accounts are unable to update. When I try to reset them, I get the error message: We are unable to connect to TIAA at this time. Please try again later. Care Code: FDP-105 I can log on to the web…
Hello everyone! Here are the issues and features we were able to tackle with the 5.45.0 Mobile Release, released December 3rd: FIXED: The Check # field is missing in transactions. FIXED: Various errors and crashes. UPDATED: QBP: The Mileage Tracker has been integrated with the Taxes Report. UPDATED: QBP: Minor enhancements…
We are currently seeing an issue with Multiple financial institutions returning an FDP-4000 error in Quicken Simplifi. At this time, the list of affected FIs includes: Vio Bank Zing Credit Union Everbank Consumer CEFCU Premier Members Credit Union Redwood Credit Union LPL Financial This is a known issue that we are working…
This is the time of year where holiday music, movies, tv shows, etc. are almost inescapable. My favorite holiday movie is one that most people wouldn't consider a holiday movie: The Addams Family. I'd love to hear what movies you enjoy this time of year!
We are currently seeing an issue with Summit CU 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 to be automatically…
We are currently seeing an issue with PB&T Bank returning an FDP-181 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 automatically…
We’re excited to share that the Quicken Simplifi Web App now includes a customizable Dashboard, and we've improved the customization offered on the Mobile App, too! This feature is currently available to 20% all of Early Access users and will continue rolling out to more users over the coming weeks. What’s New on the Web…
With Early Access enabled, Web App users will see a new “Beta” toggle 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 Taxes Reports (and Profit & Loss for…
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…
NEW 12/1/25: Multiple FIs - CP_Server_Error
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