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Here, you'll find Release Notes, new features, newly added banks, and other updates from our Product Team. Note: Product Update Announcements are for informational purposes only and are therefore closed to comments.
If there's an emerging issue with Quicken Simplifi, we'll post an alert here. Note: Community Alerts are for informational purposes only and are therefore closed to comments.
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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This is a place where mini-FAQs or helpful Community threads can be placed for easy reference!
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I can't make sense of why these don't add up to the total on the left for Bills. Am I not understanding something? Where did the $5949.81 come from?
With the latest enhancements to transaction search in Quicken Simplifi, please let us know what you think! Our announcement here has more details:
Starting in May my Morgan Stanley Line of Credit shows up as an asset with a positive amount and not a liability with a negative amount. Is there a way to change the drawn amount to a liability with a negative amount?
Haven't been able to connect to my Thrift Savings Plan account for something like 9 days. Tried disconnecting and now it won't reconnect at all. Very frustrating. Need someone to address ASAP. Additionally, the AI assistant is not helpful. Just say you can't speak to anyone after 5pm PST and be done with it.
So I've been trying Simplifi for a little over a week. I think it's really powerful and I love it so much more than Monarch. I would say I'd be glad to make a permanent switch but there are a few things that are really frustrating about the usability of Simplifi. For example, why does there need to be an assist button on…
Has anyone else experienced this? It’s new to me. Three of my accounts (1 CHK & 2 SAV) all suddenly their changed their name to the username for the bank. All three are from the same bank (Flagstar), although I have multiple other accounts with that same bank which weren’t changed. All three Account names changed at the…
Ent Credit Union (ent.com), which is in the process of merging with Wings Credit Union, changed their banking website this week (and is now at bank.ent.com). As such, Quicken Simplifi is no longer able to connect to it. It errors out saying "To connect to your account, you must complete an action at the website for Ent…
I've noticed since Simplifi resolved connection issues with the new NCSECU web site there is now a difference in the balance shown for my Checking account (maybe true for other accounts but Checking is obvious since it has many pending transactions). For example my Checking in SECU website shows a balance of $1700 with a…
Since yesterday, Quicken Classic Deluxe Version R67.10, Build 27.1.67.10 on Windows 11 Home is showing the credit balance downloaded from my Discover Card account: While I wish it were true, does anyone have any hints on how I can correct it? Reconnecting the online account doesn't help.
We are unable to connect to State Employees Credit Union - NC at this time. Care Code: FDP-163
I'm not seeing this fix. Its till defaulting to daily intervals when I chose month to date. FIXED: The Spending and Income Summary reports default the date interval to "month" instead of "day" for shorter date ranges.
When sending an invoice from Simplifi, the notification email is sent from notifications@simplifi.quicken.com, but with the sender's name on it. This is confusing and a poor user experience, because if a client replies to that email, the reply does not reach the sender. It would be helpful to add a Reply‑To address option…
I can see payments and charges on my venmo account transactions but the transfers are not showing up.
I have not had connectivity to RW Baird going on 4 weeks. Is there a problem on the Simplifi side? Does anyone else have that issue?
I got alerted that this issue had been resolved. I've since gone into Simplifi refreshed the account, re-linked the account, made the account manual, then completely re-added the account. None of those worked as I am still getting no transactions to appear. Are others still having the same issue? It's crazy how long this…
I am receiving an error on all my Wells Fargo accounts since yesterday afternoon in Quicken Simplifi. It says "service is currently unavailable" and has the cloud with a line through it symbol by each one in the Dashboard. None of them are updating. These same accounts are updating normally in Quicken Classic. I logged…
We are currently seeing an issue where Venmo is returning inverse (reversed) balances 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…
We are currently seeing an issue with Frost Bank returning an FDP-103 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…
We are currently seeing an issue with California Coast Credit Union returning FDP-103 and FDP-106 errors 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.23.0 Web Release, released June 10th: FIXED: The Spending and Income Summary reports default the date interval to "month" instead of "day" for shorter date ranges. FIXED: Graph does not render correctly for asset accounts when changing the…
Imagine you could go back in time and give your younger self one piece of financial advice. What would it be? Whether it was something you learned the easy way or the hard way, your experience could help someone else on their financial journey. Share your advice below! 👇
We are currently seeing an issue with State Employees Credit Union - NC returning an FDP-106 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…
Hello Community! We’re exploring a new aggregated summary for credit card details in Quicken Simplifi. This would allow you to view all your credit cards in one place, helping you more easily understand balances and decide when and what to pay off. We’d love your feedback! If this is something you’re passionate about or…
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…
[ONGOING] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
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