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Currently the Bills & Payments "Select Accounts" section only can select or unselect all for each type of account (Cash and Checking, Credit, etc.). If I want to only view one or two accounts in this view, I have to scroll and unselected each category separately. This can be made to work more easily by adding a "Select…
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…
I am able to connect Simplifi to my E*TRADE account. The total balance of the account is accurate, but Simplifi incorrectly shows that I own zero stocks in that account, while my actual E*TRADE account has two stocks. I already reset the connection and re-connected in Simplifi, to no avail.
I think it would be great if we could add our planned spending categories to our monthly cash flow. I think a lot of people know how much they will spend per week on groceries and gas etc. and it would greatly help us understand our weekly and monthly cash flow better. Thanks for considering.
I chatted with a rep about the no-date issue in that report. He's going to forward it on to some committee. The Report: Taxes is a great report but it would be enhanced for us users by adding (programming in) the date column.
I'm hoping I post this in right place, but yeah... There should be a way to put a note in an account, as there is in the Quicken software, that you can easily access when clicking that account...up at the top near the account name. Doesn't have to be a huge text field, and perhaps it's a drop-down that must be clicked. An…
I have some land that I track the value of manually. I updated the opening balance and now it shows the value as negative despite the fact that the entry is positive.
The Pending transactions are now showing up in Simplifi, but the amounts are not being calculated against the Bank of America Balance.
We’ve introduced Credit Card Details, a new enhancement that makes it easier to stay on top of your credit card activity—all in one place! This feature is now available in Early Access on both the Web and Mobile Apps. When viewing a credit card from the transaction page, you can now quickly see key details such as:…
This discussion was created from comments split from: Still receiving bill connect email notifications after cancellation and dataset deletion (edited).
This discussion was created from comments split from: QBP: Ability to duplicate an Invoice, or save a template (edited).
We’ve made an update to improve navigation and help you access key actions more quickly in the Web App! This enhancement is currently available in Early Access. The Notifications, Help Center, Settings, and Profile menu options have been moved to the top-right corner of the screen. These options will now remain visible as…
This discussion was created from comments split from: Split transactions should be treated as separate transactions (2 Merged Votes).
My Checking, Savings, cash & credit all show zero in net worth reports, only on manual accounts. Re-sync does nothing.
This probably doesn't technically qualify as a bug, but it definitely is either an unintended consequence of some other change, or an outright mistake, or just a bad decision by someone messing around with the UI. The account list used to be one line per account, and was much easier to use. Now it's about an inch wide on…
Currently the Invoices display credits in a very odd way that looks like a charge to the client unless they use a calculator. Please make this clear that the line item is a credit with < brackets > a negative sign: -$1.00 or somethign in RED to make sure the client getting the invoice understands the line item is a…
This discussion has been merged.
After a recent update, all but one of my credit cards show very useful balance and credit information just below the account header, like this: But my REI Mastercard (a Capital One card), does not show that info. Is this caused by a limitation on data imposed by Capital One? Or is it an oversight that can be corrected by…
I added a manual "real estate" account today (Mar 18, 2026), then created an "Opening Balance" transaction for the purchase date (Jan 17, 2025). I would expect the account's "Market Value" chart to show the opening balance of $2.5M as of the opening balance transaction date, but instead it is shown at the account creation…
Hello everyone! Here are the issues and features we were able to tackle with the 6.11.0 Web Release, released March 17th: FIXED: Copy/paste into the Contains field in transaction rules does not retain all keywords. FIXED: Page crash after deleting a recurring series linked to a biller. FIXED: When editing the account…
Hey everyone! Let's talk about balancing our financial goals with the things we do for fun. How do you budget for your favorite hobbies, collections, or entertainment? I like to treat my hobby spending as its own dedicated category in my Quicken Simplifi Spending Plan. I make sure to carve out a specific "fun fund" each…
We’re excited to announce that Quicken Simplifi now integrates with Kelley Blue Book! This new feature lets you link your vehicle asset accounts to Kelley Blue Book so you can automatically track your automobile’s value as part of your net worth—without manually updating it each month. The Kelley Blue Book integration is…
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…
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…
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[ONGOING] 2/20/26: HealthEquity returns an FDP-108 error
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