Discover tips, workflows and community insights to help you master Quicken Simplifi at its best.
Feel free to introduce yourself and post any questions or feedback regarding the Community here!
Here, you'll find Release Notes, new features, newly added banks, and other updates from our Product Team. Note: Product Update Announcements are for informational purposes only and are therefore closed to comments.
If there's an emerging issue with Quicken Simplifi, we'll post an alert here. Note: Community Alerts are for informational purposes only and are therefore closed to comments.
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.
Here, you can post your questions about using Quicken Business & Personal!
Here, you can post your questions about using Quicken Simplifi!
UPDATED 11/2/26: Police and Fire FCU returning multiple errors and missing transactions
Join us in The Water Cooler!
In early October 2026, Bank-Fund Staff Federal Credit Union (BFSFCU) updated its login website. Since then, Simplifi won't update my BFSFCU accounts. The login address is: https://bfsfcu.org/connect/new-digital-banking.html At first, the error in Simplifi was FDP-163. Now, the error in Simplifi is FDP-105. Can Simplifi…
A user posted that invoice linkage to deposits would only work for INCOME categories. UNCATEGORIZED (the default category for non-matches) is not treated as an INCOME category, which for expesnes is fine. Suggestions: Treat UNCATEGORIZED as EITHER an INCOME or EXPENSE for this purpose or Handle UNCATEGORIZED specially with…
Why, when trying to link a cleared deposit to an unpaid invoice, am I often unable to find the deposit transaction?
I have a recurring expense in my Spending Plan for House Cleaning. I used splits to allocated to this expense, but for some reason the amount is not being attibuted. Exclusions are not checked. I have used splits this way for other expenses, but for some reason, it will not work in this instance.
My old version of quicken had a register like a checkbook where I could make entries that would deduct from my bank balance. How can I see this in simplifi? I need to be able to see my balance left after paying bills and then reconcile.
To track business income by subcategories (for example, Consulting, Lecturing, Analysis), I create a corresponding Product & Service assigned to each subcategory which I then may invoice as part of a project for a given client. When issuing an invoice that includes a one-time charge, how can I specify the Business Income…
The card payments are showing the total due on the card and not the amount that will be paid. Shouldn't the amount to be paid be either the statement balance or the minimum due, which you could control by a toggle button or radio button to select next to the title on card payments? Showing the total due overstates how much…
In the Schedule C tax report, if you select to "Show expenses as negative" and have a total loss instead of profit, the loss amount displays as a positive number instead of negative. When you turn of the "Show expenses as negative" the loss displays as negative again. A total loss should always display as negative…
I realize this should be tagged as a feature request, but feature requests get appended and disappear. Reported bugs get more attention. If I need to change a category or add a category to a transaction, I can’t tell if I am selecting an income or expense without going to categories or searching transactions for a…
A customized report shows categories that have not been selected under the Category tab.
Hello! In the Savings Goals, when contributing, or withdrawing from a goal, I see the full list of all accounts that have ever been opened or linked to my Simplifi account, even if they have been closed for some time. Not only are old accounts listed, but the accounts don't appear to be in any order, alphabetical or…
I have been using Simplifi for over 3 years and consider it the best on the market. I have been using Neat for too many years to count and I think the user interface sucks, it forces you to click 4 times when it should be one click. I think I would like to switch to Quicken Business. I am retired and use my retirement to…
We are currently seeing an issue with Happen Bank returning an FDP-181/CP_SCRIPT_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…
We are currently seeing an issue with BankFund Credit Union returning an FDP-105 error in Quicken Simplifi following recent changes to the financial institution's website. This issue has been escalated internally, and our teams are working toward a resolution. However, we do not have an ETA at this time. Additional…
We are currently investigating an issue where Thrift Savings Plan accounts connected through Plaid are displaying a $0 balance in Quicken Simplifi. This is a known issue affecting Quicken Simplifi customers using the Plaid connection. Our teams are actively investigating, but we do not have an ETA for a resolution at this…
Hello everyone! Here are the issues and features we were able to tackle with the 6.44.0 Web Release, released on November 4th: FIXED: Visibility setting changes at the account level require a force refresh to update throughout the app. FIXED: Monthly Summary report has overlapping text when the expense bar is below the red…
Hello everyone! Here are the issues and features we were able to tackle with the 6.44.0 Mobile Release, released on November 4th: FIXED: Credit Score History chart plots data points under the wrong month. FIXED: Mobile does not link accounts during migration to Plaid. FIXED: Report Summary view: “Days” and “Quarter” time…
We are currently seeing an issue with AllyBank returning an FDP-105 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…
The holiday season is just around the corner, and while it's an exciting time of year, it can also get a little expensive! Whether it's finding creative ways to save on gifts, stretching your grocery budget, taking advantage of deals, or keeping holiday spending in check, we'd love to hear your tips and tricks. What's one…
We'd love to learn how you track business mileage and how we can improve it, so you never miss an earned tax deduction. Please click the link below and take our survey. https://www.surveymonkey.com/r/L7VTNG6 We can't wait to hear from you!
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…
Congrats to our most Active Monthly Users!
