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UPDATED 8/28/26: America First Credit Union returns an FDP-102 error/No longer searchable
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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?
See attached screenshots. Looking at a Spending Report and viewing the categories as a horizontal bar chart, a number of the labels on the left are misaligned to the point of being broken, producing labels and values that are illegible. This happens across a bunch of different categories that I drilled down into.
I've been reading through the various feature requests and did not see any that address this specific need. I would like to be able to create a loan account (manually, as it is not attached to a bank, but rather a family member) and show the starting balance of the loan, the APR, monthly payment plan, ability to modify…
Please add SCE / SC Edison / Southern California Edison https://www.sce.com/my-account [added login URL]
How do I get a manual brokerage account (used to track ESOP value) to be included in my net worth? It shows as "Excluded": I uploaded 4 years of account balance history: The account is not hidden or excluded: And it shows a positive Market Value on the account page: Any advice would be appreciated. I do not have any…
It would be great if the Reports would preserve whatever changes we make to the Column layout. For instance, I never use Tags and prefer to use Notes on transactions, but the reports default to using the Tags column even after I swap that out for the Notes column. Every time I come back to my saved reports, I have to…
I was asked to post a new discussion about Coinbase saying that this thread was for Robinhood only: However, I am having what appears to be the same issue with Coinbase. Not all of these are owned by me, but I will give the Crypto symbol, and what it is reporting as (which I think it is looking them up as stocks rather…
I’ve been using Quicken Simplifi for a couple of years. Unfortunately, its never learned correctly rename transactions. I would like to turn off Simplifi’s automatic transaction name changes.
Coach Natalie, Work has obviously been done to make the Watchlist "This Month" numbers be more realistic. Can you provide the community with what makes up the "Projected" bucket? Spent so far is now only things that have already been spent, that is good as it used to be spent and planned spend. Projected looks to be more…
I log in at least daily and use the app, so I am always confused when the Calm and in Control progress resets - which it just did last week. Last week I was on vacation and I didn't use the web app (only the mobile app), which I think might be the problem. It seems to not count mobile app use as counting towards the…
[EDIT] This was converted to an Idea Post, so I have updated this comment to clarify what the Idea is. The Spending report bar graph label area sometimes truncates names that it has plenty of room for. It's ok for it to have a limit on how long a category name can be, but it shouldn't arbitrarily truncate names that are…
This discussion has been merged.
New Spending Report filter request Filter by transaction amount. For example: Amount: Between ___ and ___ allow for negative numbers (for example: Between -100 and -1) allow for equal numbers (for example: Between 500 and 500)
I would like to see “Balance end of MONTH”line items at the bottom of the “Investments” option display similar to the way you can see them on the “Savings” report.
Hello everyone! Here are the issues and features we were able to tackle with the 6.35.0 Mobile Release, released on September 1st: FIXED: The "Create" button is not disabled for the one-time Planned Spend modal. FIXED: Credit Score setup fails. FIXED: App becomes unresponsive when opening the navigation menu during initial…
We are currently seeing an issue with Comerica Bank returning an FDP-106 error in Quicken Simplifi [or whatever the issue is]. This has been escalated internally, though we do not have an ETA at this time. If you would like to be automatically notified of any updates regarding this issue, please "bookmark" this Alert by…
We are currently seeing an issue with Victory Capital returning an FDP-176 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 not see the bookmark…
Transaction Detail is getting a new look on the web! When you add or edit a transaction in Quicken Simplifi or Quicken Business & Personal, Transaction Detail will now open in a drawer on the right side of the screen rather than as a pop-up window. While building the new Transaction Detail experience, we noticed the…
Get a clearer picture of where your money is going with the new Spending Dashboard! The new Spending option in the navigation menu gives you a dedicated place to explore your spending trends, compare your spending across time periods, and drill down into the details behind the numbers. With the Spending Dashboard, you can:…
Keeping your financial records accurate is now easier with Transaction Review. Review and update transactions one at a time or in bulk to help keep your reports accurate and your financial data up to date. For Quicken Business & Personal users, this can also help you stay prepared for tax time. On mobile, review…
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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