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I want to manually import my history using the CSV uploader. If I create all my accounts as manual to get all the history and categories updated as I want, and then link the accounts to auto pull transactions, will it pull the history all over again, or will it only pull from that point forward? Or is there a way when…
I am 99% sure this used to work properly and is a new bug. If you have a split transaction which includes multiple transfers, it used to show the "Go to the other side" link for all of the transfer rows. Now, it only shows for the first one. Or sometimes the second one. And I even see some old transactions which don't show…
Bilt Rewards just launched three new card products, all of which are issued by Column N.A. and serviced by Cardless Inc. Cardholders can only access these accounts on the Bilt Rewards website. Column N.A. and Cardless Inc. will not offer separate profiles for cardholders to view or manage their cards through their…
I still have not received any reply about adding my 401(k) account. Both of the were closed even after I submitted all the information . Will this be fixed? Has anybody else been able to connect their human interest 401(k) account? Mine has been off for months now.
Recurring Income/Bills should not be limited to one account. Many of us have more than one checking and savings account. We frequently deposit income into or pay bills from one account or the other based on availability, timing or cash flow purposes. Forcing a recurring income or bill to be tied to a specific account…
Hello — I know that if you import/download transactions to an account, that if you delete by accident, the only way to get it back is to manually add it. But I made quite a few mistakes backfilling some history. If I were to delete the entire account and start over, would that help me fix the issues? Or would I still be in…
Hi, My CareCredit account has had a fdp-102 error for the past 9 days. I've tried to reconnect and it doesn't work, still giving the fdp-102 error.
It's very inconvenient to go through extra steps to include the check number after creating a New transaction. Why isn't there an option right in that window to automatically allow it to be entered?
When viewing a transaction, we should be able to see which payee and/or category rule was applied to it.
Currently, when linking Robinhood, Simplifi supports: A Spending account, and An Investment account that aggregates stocks, crypto, and cash (including Robinhood’s cash/HYSA balance). While this works at a high level, it limits visibility and accuracy for users who use Robinhood for multiple, distinct purposes. Requested…
Hello, I'm trying to add an account with aimloan. When the connection window opens, I get an error message that says "Your financial institution isn't currently supported to establish a connection to your accounts. (1415)".
Bilt (https://www.biltrewards.com/) switched from Wells Fargo to Cardless.
When support for a connected institution changes, it is often better to just disconnect the institution rather than let it take forever to give up and error out when updating your accounts. It would be nice to be able to opt in to get a notification when support for that institution is restored. Fin said to come check the…
We are seeing an issue where Quicken Simplifi users are receiving an incorrect share price with FIMM Government (FRGXX) and Fidelity Treasury Money Market Fund (FZFXX), causing an incorrect net worth. 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.5.0 Web Release, released February 4th: FIXED: Dashboard customization: "Cancel" should discard all changes, including "reset to defaults". FIXED: Split Transaction view has reduced Category field. FIXED: Various errors and crashes.…
We are currently seeing an issue where users are experiencing missing transactions with Lending Club - Personal & Business Banking 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…
In the spirit of Valentine’s Day, let’s show a little love to ourselves. 💙 What’s one money habit you love about yourself? I’ll go first! One money habit I love about myself is saving. When I have extra money, I tend to think of it as something to tuck away rather than spend. I don’t always have a specific goal in mind,…
We are currently seeing an issue with NY’s 529 College Savings Program returning an FDP-102 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 will post updates as soon as we do. If you would…
We are currently seeing an issue with Berkshire Bank WC returning an FDP-101 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 will post updates as soon as we do. If you would like to be…
We are currently seeing an issue with EQ Bank 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 would like to be…
We are currently seeing an issue with Vancity Credit Union returning an FDP-102 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…
UPDATE 1/30/26 We’ve released a fix that should resolve the balance issue some users were experiencing. If you’re still running into problems, please try the following steps: Clear your browser cache and cookies Make sure you’re running the latest version of the app (install any updates if prompted) If the issue continues…
We’re excited to announce that Quicken Simplifi’s Net Worth feature is now available in Early Access on both the Web and Mobile apps for personal-only subscribers (not Quicken Business & Personal)! The Net Worth feature gives you a clear, consolidated view of your overall financial position, helping you track changes over…
[UPDATED] 1/30/26: Duplicated or $0 Balance in Manual or Asset Accounts, and Savings Goals
Congrats to our most Active Monthly Users!
