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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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Here, you can post your questions about using Quicken Simplifi!
UPDATED 9/15/26: America First Credit Union FDP-7500 / CP_SERVER_ERROR / Account Error
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I got this error yesterday: The current multi-factor authentication method at Bank of America - Health Accounts is not supported. To connect to your account, you must change the multi-factor authentication method at Bank of America - Health Accounts. Care Code: FDP-192 When I go to the website for this account, I don't see…
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…
Simplifi's flashing and animated elements are harmful to anyone with motion sensitivity, and for some users they may trigger seizures. There is also almost no keyboard navigation. If these aren't fixed, I will have to stop using the product. Row highlighting in the transactions view flashes rapidly as the mouse moves…
When are you folks going to update the mobile app and correct the slow and buggy operation?
Similar to the way you can add multiple tags during bulk edit, I would like the ability to remove multiple tags during bulk edit.
The ability to filter by follow-up flag was removed from reports recently, I think it should be brought back. I have been relying on this feature to conduct my regularly financial reviews and now there is no way to conduct the same review effectively. I can use the Reviewed/Not Reviewed filter (under Advanced filter…
I'm trying Simplifi, and one thing that is extremely frustrating is that I am getting prompted for MFA codes *constantly*. The Bank of America one comes up every time I sign in to Simplifi. The Chase one every few days. I was trying to figure out why this was happening at such an alarming rate with Simplifi compared to…
It's useful in a public space to be able to hide the big total values that are shown on the main screen. No need to hide the total for every single account. The Privacy mode's Hidding total feature is too much. Would be great to have something intermediate.
Since Sept 1, I've had problems with pending transactions in the mobile app only. When they move to cleared, a blank field is left behind. Could this issue be addressed? I worked with a rep yesterday about this. He showed me how to clear data, uninstall, and reinstall to clear those fields. However, it's still happening…
The new Expense Receipts feature is nice, but I feel like we should be able to edit the details after the upload and automated detection process completes. I find myself wanting to tweak the name and description of receipts but am unable to do so. The automatic details are close, but sometimes a little manual editing is…
I noticed today that while I added images for recurring billers on the web browser, these images are not syncing with my ipad and iphone app. In essence I would need to add all of them on each device.
Why? How could this be? There was a post on this in 2019 and still no updates or improvements?
the iOS app and the web app has been getting slower and slower. It’s almost unusable. Please give some effort is optimizing the code so it’s not so slow
Somebody needs to figure this out. It's been several weeks now and is very frustrating. I will NOT be renewing my subscription to Simplifi if this isn't fixed soon.
Suggestion to add a monthly option for billing over annually. it is easier to budget and that is what this app is all about. Please add this idea.
Hello! This is a long post so I appreciate anyone who spends the time reading. I'm having a bit of a crisis with split bills and I'm reaching out to the community to try and crowdsource a solution. Me and my spouse use Splitwise to keep track of shared expenses in the home. This includes rent payments, utilities, car…
We are currently seeing an issue with U.S. Bank returning an FDP-105 / FI_WEBSITE_UNAVAILABLE error 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 in the upper right. If you do…
We’re excited to introduce a new Source column in the Transaction List, now available in Early Access for Personal customers! 🎉 This optional column gives you a quick look at where each transaction came from and its current status, including: Source: Download, Manual, or Series Match status: Whether the transaction has…
Hello everyone! Here are the issues and features we were able to tackle with the 6.37.0 Web Release, released on September 16th: FIXED: Investments Performance chart briefly displays data before showing "Not enough data available" for a single-day date range. FIXED: Quicken Assist Chat fails to find transactions when…
Hello everyone! Here are the issues and features we were able to tackle with the 6.37.0 Mobile Release, released on September 16th: FIXED: Able to double-tap "Help" from the Navigation and Profile menus, which opens multiple instances of the help page. FIXED: Quicken Assist Chat fails to find transactions when searching by…
We are currently seeing slowness and freezing in the Quicken Simplifi mobile app when navigating, reviewing transactions, and updating transactions. 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…
Want to keep an eye on your spending during a specific period? You can now set a time range for your Watchlists! When creating or editing a Watchlist, turn on the Time range toggle to add a Start date and End date. Choose the dates you want to track, and your Watchlist will focus on spending within that timeframe. The…
When I get up in the morning, I like to have a cup of decaf coffee or tea. I like the flavor, but I can't have too much caffeine. What beverage do you like to drink when you wake up?
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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