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I'm a Mint user currently looking for my next budgeting platform. I was able to track my car loan on Mint and would like to be able to continue doing so in the future - could you please add Mazda Financing? https://www.mazdafinancialservices.com/dss/login
United Wholesale Mortgage has 2 different places mortgages are services and therefore uses two URLs: * https://account.myuwmloan.com/ <--- this one exists in Simplifi * https://uwm.loanadministration.com/uwm/#/login <--- this one does not I would like to be able to use the second URL. Previous discussions:…
Quicken team. I'm confused. I saw posts saying that the HealthEquity issue was resolved. "UPDATED 2/18/26 HealthEquity is no longer blocking connections and has re-added support for third-party aggregators. This $0 balance issue is the only discrepancy users may still see, and it is being addressed. Please note that you…
I can now add my HealthEquity HSA savings account to Simplifi, but my investment account is missing. Is Quicken working with HealthEquity to make investment accounts available?
Hi, I’m unable to add my CareCredit account under connected accounts in Simplifi. CareCredit recently migrated to Synchrony’s new login portal, and since then the account no longer appears as an option to connect. This account used to work previously. CareCredit told me they support Quicken integrations, but Simplifi…
I would like the paperclip icon back. I don't know what purpose it serves to remove it. For me it was a good indicator to see that I had reviewed a transaction and attached a receipt.
Every month about a week before a recurring deposit (income) is about to occur quicken drops the reminder from the checking account and so it looks like I'll be overdrawn that week or later. This has started happening in the past few months. Simplifi is starting to remind me of the buggiest software I used in the past,…
This discussion was created from comments split from: Both Citi accounts show I need to "fix" the connection (edited).
It would be helpful if the Monthly Target was a button so that when clicked it enters the monthly target amount into the Amount to contribute field. This would allow users to click MT, select an account, and click contribute. And if the other idea regarding a default account were implemented it would make contributing even…
What it says on the tin: I love the import feature, but I keep accidentally importing transactions to the wrong account! It would be really handy if the "Choose which account to import to" field started out blank, so that we had to actively choose the account rather than having it default to whatever we clicked on most…
This discussion has been merged.
I have a situation this month (which I can work around, so it's not urgent) where I have: -A Weekly Payment reminder (recurring series) -The first 3 occurences of the month 'should' remain -But because of travel, I knew i wasn't going to be paying the next 2 after that So, I dismissed the 'future' (say, march 11th and…
Hi, I have checking/credit card/investment accounts under the online.citibank.com website. When i connect to the account, the investment account show up as an option to choose to connect to. However, the investment account does not appear in the list of accounts connected after I finish the connectivity widgets. Please…
Is there a "How To" or example that describes the process of including incurred expenses in a client invoice, including any necessary steps to properly categorize expenses as they're incurred to assign them to a client so they aren't overlooked the next time an invoice for the particular client is produced? I haven't been…
This is a terrible experience. Latest screenshot below. Going on for days- different error messages- bank says it is not on their end, Quicken says it is on the bank side… why is this so hard?
I can update the Category and Tags lists just fine, but I can’t seem to update the Payee list. I’m guessing that at some point, someone misspelled a payee’s name, and now that typo is immortalized forever, serving as a permanent reminder of our typing skills, at least for me. Quicken, please fix this design flaw so users…
We are currently seeing an issue with Bilt Rewards where transactions aren't downloading in Quicken Simplifi, as well as a $0 balance being displayed for the account in Quicken Simplifi, and an INSTITUTION NOT RESPONDING error being returned at times. This is a known issue that we are working to resolve as quickly as…
We are currently seeing an issue with FirstBank of Colorado returning an FDP-7500 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’re excited to introduce a new Products & Services section—now available in Early Access on the Quicken Business & Personal Web App! This new feature brings all of your Invoice, Estimate, and Sales Receipt items into one centralized, easy-to-manage location—making it easier to organize, edit, and create items for your…
Sales Receipts are a great way to provide clients with proof of payment—perfect for on-the-spot payments, situations where a formal invoice isn’t needed, when a client wants confirmation that an invoice has been paid, or even to document completed work for your own records. The Sales Receipts feature is now live in Early…
Some Discover customers who are attempting to migrate to OAuth might experience an error that states, "We're Sorry, The page you are looking for is not available right now. We apologize for the inconvenience. [The error continues to provide a phone number and support hours to contact]". This is a known issue that we are…
Some Discover customers may experience an issue when attempting to authorize their accounts. In the OAuth screen on Discover's website, the user may see an error: "We have experienced technical error. Please try again". This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to…
Hello everyone! Here are the issues and features we were able to tackle with the 6.6.0 Web Release, released February 11th: FIXED: Able to change investment accounts to non-investment types when resetting the connection for a financial institution. FIXED: When "Mark as recurring" is selected on a transaction, don't show…
Hello everyone! Here are the issues and features we were able to tackle with the 6.6.0 and 6.6.1 Mobile Release, released February 10th & 17th: FIXED: Searching transactions always shows the same number of returned transactions. FIXED: Unable to edit the account type or link accounts during the reset connection flow.…
We’re excited to announce that Quicken Assist Chat is now available for 60% of Early Access Basic subscribers on both the Web and Mobile apps! Quicken Assist Chat is an in-product AI chat experience designed to help you understand your finances, explore insights, and complete tasks more efficiently—all by asking questions…
We’re excited to introduce a refreshed transaction list experience, currently available to 20% all of Early Access users on the Quicken Simplifi Web App! While the updated design keeps the familiar look you know, it brings powerful new enhancements to make managing your finances even easier. What’s New Customizable…
[REOPENED] 12/18/25: Mr. Cooper (formerly Nationstar Mortgage) returning FDP-105 error
Congrats to our most Active Monthly Users!
