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ONGOING 8/4/26: Discover Card returns FDP-101/CP-SCRIPT_ERROR
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I keep getting an error message as a black pop-up on the lower left hand side of the screen that says: "We ran into a problem generating your report. Please try again later." I am not trying to generate any report - this message just keeps popping up on its own when I first log in to Simplifi and randomly as I am using the…
There are multiple posts regarding this issue which have been closed; however, this issue has NOT been resolved. Attempts to add accounts with Manulife Bank result in the following error: "You have already added all your accounts." I share the frustration of the other users also impacted by this issue; it would be…
It would be great if we could see the actual transaction amount at a glance for split transactions. this helps with searching for multiple situations.
Can you move the bulk edit icon to the Transaction page such that when I select multiple transactions, the icon appears without having to click through a few steps?
🎉 Great news! Dynamic Date Ranges in Reports are now available to all Quicken Simplifi and Quicken Business & Personal users! Thank you to everyone who shared feedback and helped shape this enhancement. You can learn more about the feature and how it works in our announcement here: We'd still love to hear your thoughts! If…
I continue to struggle with Simplifi in this area. I did search through a number of other threads - but couldn't seem to find one that really helped - sorry if this is a repeat. I think that the spending plan works relatively well for month to month balancing of expenses with income. Where I am struggling a bit is when I…
In the Reports Date Range date picker. If you choose Last month, Last quarter, or Last year you get a full month, quarter, or year. But f you choose Recent 6 months you get 5 months plus whatever days in the current month have come to pass. Like this: The Recent 6 months date range should return 6 full months. Not 5 months…
Below is from Quicken Classic's reports menu, note how it offers last X days rather than last x months— Please use similar wording to avoid confusion with what a 'month' is (i.e. partial months). I will add: Quicken Classic was an established piece of software that had been the gold standard for decades, you would think…
When using recent 12 months for tracking spending, today it shows Sep 1, 2024 to August 5 2025. Can you make recent 12 months show a full 365 days? It would be nice if it showed August 6 2024 to August 5 2025. As of today it only shows about 340 days worth of spending history so my recent 12 months fluctuates quite a bit…
Recommend: The date as it works now is misleading. The option “This year” is only from the beginning of the current calendar year to the current date. However, the full calendar is able to be displayed to next month, but it is grayed. By limiting it to the current date, this results in no future months’ Spending, Income,…
I seem to have messed up while moving my discover account to capital one. I was following the instructions, made Discover a manual account and then reset the Capital One connection. I didn't think it worked and deleted the Discover entry under Capital One and did it again, but I now only have Discover transactions back to…
Chartway Federal Credit Union is no longer updating transactions when it updates. The totals for the account change, but no transactions are included. I have tried resetting the connection multiple times, but the issue persists. No error message is displayed. I am able to manually download a CSV file and update my account,…
When there is a statement received, it is balanced. I would like to know if I can create a “Statement Balanced” category. This category will only have a “zero” balance and will only have the date of the statement and the reconciled statement attached.
FDP-108 errors. Inconsistent, but frequent enough to be annoying/troubling. [Edited - Readability]
Tried to add an online biller and Quicken became unresponsive. had to kill…
Keeping reports up to date just got a whole lot easier! We're excited to announce that Dynamic Date Ranges are now available for all Quicken Simplifi and Quicken Business & Personal users. One of the most common requests we heard after launching Saved Reports was the ability to create reports that automatically stay…
Hello everyone! Here are the issues and features we were able to tackle with the 6.31.0 Web Release, released August 5th: FIXED: Net Worth dashboard card graph gets distorted. FIXED: "Add manually instead" is incorrectly displayed when linking a manual real estate account to Zillow. FIXED: The 'Show excluded' filter in…
Hello everyone! Here are the issues and features we were able to tackle with the 6.31.0 Mobile Release, released August 5th: FIXED: The positive sign is not displayed for a category row in the Spending Transaction report when its total value is positive. FIXED: The progress banner for the Spending Plan getting started flow…
August is here! ☀️ What's one thing you hope to do before summer comes to an end? Whether it's a weekend getaway, trying a new recipe, catching a concert, or simply relaxing outdoors, we'd love to hear! For me, I'm looking forward to a camping trip this month! 🏕️ I haven't been camping in a few years, so it was an absolute…
Keeping track of business expenses is now easier with Expense Receipts — a new way to capture, organize, and manage your receipts directly in Quicken Business & Personal. Whether you’re taking a photo of a receipt while you’re on the go or uploading receipts you already have, Quicken can help extract important details and…
We’re excited to introduce an updated Transaction List toolbar on the Quicken Simplifi Web App! This enhancement delivers a cleaner, more streamlined experience and makes some of the most commonly used tools easier to access. This feature is currently available to 20% of Early Access all users on the Quicken Simplifi Web…
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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