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UPDATED 10/21/26: Police and Fire FCU returning multiple errors and missing transactions
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OpenBank.us is a new online high yeild savings bank by Santander. Its not in the list of banks I can add.
Hello everyone! Here are the issues and features we were able to tackle with the 6.43.0 Web Release, released on October 28th: FIXED: Old transactions missing. FIXED: Display options are unavailable when filters return no data, preventing users from changing settings. FIXED: Spending report graph overlaps amounts and bar…
We are currently seeing an issue where customers can't add Freedom Mortgage accounts in Quicken Simplifi via the Plaid connection. The connection fails during account aggregation, preventing the account from being added. Plaid has confirmed this as a known issue because the integration does not currently support the…
The new Spending Dashboard is rolling out to Early Access users, giving you a new way to explore, compare, and understand your spending. For more details about the new feature and everything it offers, check out our Spending Dashboard announcement: As you explore, we'd love to hear what you think! What do you find most…
Get a clearer picture of where your money is going with the new Spending Dashboard! The new Spending option in the navigation menu gives you a dedicated place to explore your spending trends, compare your spending across time periods, and drill down into the details behind the numbers. With the Spending Dashboard, you can:…
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I have a recurring transaction set up for a paycheck. Each pay day I need to edit the splits by a penny or two for taxes being rounded. On the PC browser, I simply edit the deposit amount to clear the “left to split” and to match the actual paycheck. Simple. (I am so happy splits got added to recurring transactions by the…
Hello everyone! Here are the issues and features we were able to tackle with the 6.43.0 Mobile Release, released on October 28th: FIXED: Display options are unavailable when filters return no data, preventing users from changing settings. FIXED: Spending report graph overlaps amounts and bar chart on the iPad Web App.…
In Spending Plan → Other Spend view, selecting a subcategory creates an additional bubble with the same category name instead of stopping at the correct level. Steps to reproduce: Open Spending Plan → Other Spend. Select a parent category, such as Kids or Home. Select a displayed subcategory, such as Kids Activities or…
Good morning, I have a CFNA credit card and the balance shows zero in Simplify however, the CFNA website shows that I have a balance. Can this be fixed?
It's not off by much, but I've noticed that balances in my net worth report don't always line up with my market value in the portfolio tab. Is there a lag of some sort?
Have been receiving this error for the last two days. We are unable to connect to HSA Bank at this time. Please try again later. Care Code: FDP-102
I am using ^BTCUSD as a ticker to track Bitcoin. The price is incorrect and is reporting approximately $60,000 when it should be closer to $80,000. The price looks correct if I click into actually edit the holding, but the price is incorrect everywhere else. 80,000 USD is approximately 60,000 GBP. Is there a currency…
The decision to lock the cost basis for some investment accounts if its provided by the institution was not a good product decision. Please reconsider this. Here are a few suggestions which are better than the current behavior: Always allow the cost basis to be editable like it used to be. This worked great and the UI…
Found a discussion in 2024 saying this was completed, but it's not. As an example, I have a savings goal for $1,000/month in 2026 that will complete in December 2026. I started a new one in 2027 for the same reason. My spending plan is reducing the combined $2,000/month, even though the 2026 will not apply. I'm aware you…
As of today, the "desktop" version constantly times out and asks me to re-login. Please allow me to disable this. Let me be responsible for my account security please.
Hello - I got a new iPhone, and went to re-enable the apple wallet. In that process the Apple Savings account and Apple Cash account are now duplicated and the old account is showing an error. Is there a way to link them together?
has anyone been successful in connecting to Washington State's DCP with Voya?
I'm reporting what I believe to be a bug: Manually entered historical performance data is ignored if the investment account is "connected" instead of "manual". The Performance tab will show the "Insufficient Data" message even if I manually enter a complete transaction history and import historical balance data. Here is…
Anybody know the way to do so? I have no holding in these two securities but BlackRock Russell 2500 Index Fund. It can be confusing along with the correct security name - BlackRock Russell 2500 Index Fund.
We are currently seeing an issue where customers are unable to connect their Lowe's Credit Card - MyLowe's Rewards Credit Card in Quicken Simplifi using the Plaid connection. Customers may encounter an INSTITUTION_NOT_RESPONDING error. This is a known issue, and we do not have an ETA for resolution at this time. To be…
We'd love to learn how you track business mileage and how we can improve it, so you never miss an earned tax deduction. Please click the link below and take our survey. https://www.surveymonkey.com/r/L7VTNG6 We can't wait to hear from you!
Since it’s October, let’s take a little trip down memory lane... What was your first car or motorcycle? Bonus points if it was a little spooky, beat-up, or held together by sheer determination. 😸 Did you love it, hate it, or somehow manage to keep it running forever? And more importantly, was it a spooky nightmare for your…
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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