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I used to have Bill Connect working for my Eversource electric bill, but at some point that broke, and then disappeared entirely. Now I can't even find Eversource as a supported biller. Please bring this back - it was very useful!
In order to accurately track the Kelly Blue Book value of vehicles, you need to be able to provide the vehicle's current mileage
What happened to Tastytrade/Tastyworks connectivity? It was working until a few weeks ago and can no longer connect my account. Has support been lost for this institution?
This is the credit union that is offered to federal employees who are employed by the United States Department of Transportation (approximately 56,000 people). I was able to connect this credit union in Mint before I transferred to Simplifi, but Simplifi will not let me connect because it apparently does not recognize this…
I'm experiencing connection issues with Schools First Federal Credit Union on the Simplifi iOS mobile app. The connection has been down for 2-3 days now. Details: I keep getting an error 106. I have reached out to support twice with no luck. What I've tried: I can login to the banks app with no issue. I have been very…
This discussion has been merged.
Good Afternoon team! Having an issue with the RoundPoint Mortgage connection where the loan amount is not updating when synced. If I reset the connection, the amount then goes to 0 and if I remove and re-add the account, it pulls the proper number. Interesting note: When I reset the connection, I do see the proper number…
Would love to see Stifel added for investments. https://tracker.stifel.com/tracker/uux.aspx#/login A bulk of my investments is through them. Would be great if you could add them…. Thanks,
It would be helpful if Simplifi added a "payoff debt" feature in goals that would allow analysis using tools like the debt snowball.
Two months ago I met with one of the engineering managers to discuss the problems with Vanguard connections. I gave you kudos in the community here for being proactive, but you've been radio silent ever since, and even closed the community discussion. Please update. We've all been patient, but this needs to be fixed, and…
Balances in Simplifi are either not updating at all or being very laggy to update. I noticed that when adding manual transactions to an account that the balance wouldn't update immediately. It would sometimes update randomly after some period of time, but it never reflected the correct balance. In the past, when I've added…
Accrue 401k has not yet been integrated, and it's one of the main promises that was made to me when I signed up for this app. It's been a few months; can you add it or refund my money, thank you.
Hello! I frequently pay bills before the end of the current month that are part of my following month's budget. I'd like to be able to batch edit the dates of those transactions (to change them to the 1st of the following month) so they're properly sorted.
In this version, when the Notifications box shows that there are transactions needing attention, such as uncategorized transactions. Then the statement is clicked, the uncategorized trans are not displayed. The Report (image provided) is shown. There are no areas on this screen that are marked as “transactions needing…
I get a lot of updates on improvements and it takes a while to realize I'm wasting my time reading about Quicken. I use Simplifi.
We are retired on Social Security. I use Simplifi to budget our fixed income. SSA direct deposits into our PNC account. Unfortunately SSA uses SS numbers in the direct deposit routing. PNC masks SS numbers with xxx in the PNC customer’s view. Apparently, it’s not masked when Simplifi downloads the transaction. This results…
We are currently seeing an issue with Bank of America where pending transactions are no longer downloading in Quicken Simplifi after migrating to their new OAuth API. This is a known issue that we are working to resolve as quickly as possible. A fix is currently expected early next week. If you would like to be…
We are currently investigating an issue where manual accounts either have a balance discrepancy or show a $0 balance in Simplifi. 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 notified of any updates regarding this…
We are currently seeing an issue with Freedom Mortgage returning a $ account balance 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…
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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.8.0 Web Release, released February 25th: FIXED: "Go to Other Side" missing from split transfers for manual mortgage accounts. FIXED: Fixes/enhancements for the Net Worth feature (Early Access). FIXED: Fixes/enhancements for Quicken Assist…
Hello everyone! Here are the issues and features we were able to tackle with the 6.8.0 Mobile Release, released February 24th: FIXED: The update and delete category buttons overlap on the Edit Category screen. FIXED: Only dismiss unread alerts from the Notifications card. FIXED: Closed accounts showing in the Dashboard Fix…
We are currently seeing an issue with Thrivent Financial returning an FDP-101 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…
In the spirit of Valentine’s Day, let’s show a little love to ourselves. 💙 What’s one money habit you love about yourself? I’ll go first! One money habit I love about myself is saving. When I have extra money, I tend to think of it as something to tuck away rather than spend. I don’t always have a specific goal in mind,…
We are currently seeing an issue with American Express returning a $0 balance 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…
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…
NEW 2/20/26: HealthEquity returns an FDP-108 error
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