Discover tips, workflows and community insights to help you master Quicken Simplifi at its best.
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ONGOING 8/4/26: Discover Card returns FDP-101/CP-SCRIPT_ERROR
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I have noticed a recurring error in the last couple of weeks in Quicken Simplifi that I hope someone has a solution for. I have created "series" as monthly reminders for my bills/payments and I set them as $0.00 on the payment dates. I did this on purpose so I would see when a bill due date is coming, check the balance…
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 have my transactions categorized. I Need to setup my monthly plan how do I view my Incoming revenue?
4A's is an industry trade group for marketing/advertising agencies, and one of the services they offer member agencies is sponsored 401(k) plans. Even though they are listed as an available connection (www.yourbenefitsaccount.com/aaaaretirementplans/) and will allow you to enter log-in/2A information, it doesn't actually…
When you hover over the "i" icon on a checking or savings account, a tooltip pops up with a button for "Edit balance type." But when you do the same on a credit card account, that button is missing. That button should appear for credit card accounts. [edited title for clarity]
When I go to add an account, Bilt Rewards comes up, and I successfully get past the Plaid login to the Bilt login, but when I put the code in that is texted to my phone, the page just refreshes and ends up asking for my number again.
My wife and I have one MasterCard account, with each of us having our own card. My card transactions update just fine, but the charges she puts on her card do not. I have already addressed the problem with the card provider, to no avail. Any suggestions?
Simplifi has the ability to create businesses. However, it would be helpful to allow businesses to be tracked with ownership percentages to build a hierarchy. Also related, allow percentages to define the value that rolls up to both the Account Value and Net Worth value (in fact, this could also replace the simple binary…
Often times, I only want 1-2 words from a long string of text to be included in the "Contains" field for a new Rule. Deleting the irrelevant words in this list is easy when those words are AFTER the words I want, because I just hit backspace. However, when they are BEFORE the words I want, there doesn't seem to be a way to…
Quicken Classic would allow linking a liability (e.g. mortgage) to an asset (e.g. home) so that only the NET value would be included in net worth. Without this, the current Breakdown grossly overestimates Real Estate. Please add this feature.
We are currently seeing an issue in Quicken Simplifi where newly added accounts, both connected and manual, show a $0 balance. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they become available, please click the bookmark ribbon located in the upper right. If…
Allow user to (a) pin bar so it always shows, (b) customize items on there (add/remove/move).
When I sign in on the web I don't see any prompts or questions to answer regarding adding accounts; how do I even begin the setup?
We are currently seeing an issue where Apple Savings accounts show an inverse balance (negative instead of positive, or vice versa) in Quicken Simplifi. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they become available, please click the bookmark ribbon located…
Keeping reports up to date just got a whole lot easier! We're excited to announce that Dynamic Date Ranges are now available for all Quicken Simplifi and Quicken Business & Personal users. One of the most common requests we heard after launching Saved Reports was the ability to create reports that automatically stay…
August is here! ☀️ What's one thing you hope to do before summer comes to an end? Whether it's a weekend getaway, trying a new recipe, catching a concert, or simply relaxing outdoors, we'd love to hear! For me, I'm looking forward to a camping trip this month! 🏕️ I haven't been camping in a few years, so it was an absolute…
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…
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