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Here, you'll find all of the known issues related to Online Banking and Quicken Simplifi. Note: Community Alerts are for informational purposes only and are therefore closed to comments.
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The new feature for individual split exclusions is perfect! Except the spending plan exclusion is not actually excluding it from the spending plan for me. The reports exclusion for the splits is working fine.
Is it possible to open some sort of listing where I can keep track of my medical expenses for tax purposes and also to see when I reach the annual deductible? If so, how do I do that?
This discussion was created from comments split from: Budgeted vs. Actual Report for the Spending Plan [edited] (1 Merged Vote). We’d love to hear from you! How is the new Credit Card Details feature improving your Quicken Simplifi experience? You can check out our announcement with more details here:
Hello, Please add Onity Mortgage (formerly PHH Mortgage) as a supported institution in Simplifi. Here's their login URL: https://account.onitymortgage.com/onity/#/login
This problem started 2 days ago. I tried to reset connection, and the problem is still there: We are unable to connect to Raymond James & Associates at this time. Please try again later. Care Code: FDP-102
I have an invoice which I want to link to a recent payment/transaction. When I click APPLY PAYMENT > LINK TO TRANSACTION, the actual transaction I need to link it to is not available in the list presented. If I use the search box, and type the transaction name in, it does not return any results. So I have no way to force…
When I create a spending report for a time period such as YTD it does not include expense categories that have had large credits so instead of those expense categories subtracting from net worth they would add to it. For example, if I made shopping purchases prior to the time period but then made returns during the time…
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…
Several times over the past few months I have edited the expense series amounts on the planned spend page of my spending plan only to find they have reverted to the old amounts when I log in a few days later. How do I get the expense series amounts to stick?
Everyday I open Simplifi and want to find all uncategorized transactions, so I can categorize them, and add notes to them. Everyday when I open my custom dashboard, I select transactions, and the select category, and then type in “uncategorized”, then select it, and then select show results. This takes 9 clicks to do this…
Coming from using Quicken Classic for many years, I was able to split transactions, and add separate notes to each split, but in Quicken Simplifi I’m only able to add one note, at the bottom of multiple splits, which is not very helpful to keep track what each split was actually for. Am I missing something, or is this…
like many people in the platform I use Venmo regularly and it makes it hard to complete my Financial picture hollow without understanding the charges and having it connect with Venmo regularly. I’ve tried connecting so many times, but it keeps disconnecting and not showing the proper transactions. I’d really appreciate if…
We are currently seeing an issue with School's First FCU 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 be…
Hello everyone! Here are the issues and features we were able to tackle with the 6.16.0 Web Release, released April 22nd: FIXED: MFA timeout modal doesn't close. FIXED: Financial institutions listed in Settings > Accounts are not alphabetically ordered. FIXED: Unable to turn off the target date in Savings Goals.…
The post: 2/3/26: NY’s 529 College Savings Program returns an FDP-102 errorwas closed, marked as resolved, and no further comment can be added to it. Hence, I'm starting this post, since the issue is still unresolved for me, and I suspect, for others as well. As you can see, with my credentials, I can access the NY 529…
This is day two of not being able to connect with my schools first credit union. I’m not sure if I should reset my connection or if it’s the banks issue. I can log into their mobile banking with no problem. Anyone have any suggestions?
When I'm editing transaction details, I don't have the "Most Used Categories" section of the category dropdown list as seen on the web app. Adding this would be significant improvement on the ease of use of the mobile app.
Just received communication from OnePay saying they now support Plaid and listed [removed competitor mentions]. Is there going to be support for this card in Simplifi?
We are currently seeing an issue with Georgia's Own Credit Union returning an FDP-176 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.16.0 Mobile Release, released April 21st: FIXED: Unable to delete a tag tied to a non-existent/deleted savings goal. FIXED: Unable to turn off the target date in Savings Goals. FIXED: Opening and closing the Quicken Assist Chat window…
We are currently seeing an issue with Freedom Mortgage displaying a positive loan balance in Quicken Simplifi instead of a negative one. 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 are currently seeing an issue with Olympia Credit Union returning an FDP-2102 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…
We’re excited to introduce a highly requested update that gives you more control and flexibility when managing your recurring transactions! You can now add split lines directly within your Recurring Series—whether you’re setting up a new series or editing an existing one. This allows you to categorize portions of a…
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’re excited to roll out Saved Reports, a new way to customize, organize, and quickly revisit the reports you use most! This feature is now live in Early Access on both the web and mobile apps. What’s changing? The Reports section is getting a fresh new look and some powerful upgrades: New Reports Dashboard: Instead of…
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…
[ONGOING] 4/8/26: Barclays - Missing Transactions
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