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!
[ONGOING] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
Join us in The Water Cooler!
The Total Cost field used to be editable for synced accounts, and I would update it manually every time the number of shares changed in my account. It worked fine. Now, the field is not editable, and it does not get synced and updated automatically. The value displayed in this field is also weird, i.e., $ 1000.1234 - 4…
This has been raised before, but the threads keep being closed… I have provided the information to support regarding this issue, but it does not seem to get esacalated. The main issue is that if you have an account with HSA Bank and then decided to invest your funds, it is invested in a subsidiary called HSA Invest. While…
Is anybody else experiencing an incorrect balance for a Chase card being shown in Simplifi?
Robinhood has worked well for me, but about a week ago stopped connecting and updating. I tried resetting the connection, and ultimately made all of the accounts manual and tried a new connection. It connects to Robinhood, has me okay the connection by authenticating with a tap on my Robinhood app, but then fails. It's…
Three years ago, when I would export my transactions for my individual credit cards, there was an account name column within the export; now it's removed and hasn't been added back. It's available on the transactions for all accounts, but not for the individual accounts. I would like to have this added back please! Thanks!…
I'm trying to add a Vestwell 401K account and I do not see it listed. Can you please offer the option to connect their system via Simplifimoney?? I would add them manually but I'm also have issues today with Simplifimoney manually adding accounts. I keep getting "An error occurred. Please try again" when I try to add an…
Hello, the last few weeks, maybe months, when editing (specifically when splitting) a transaction with a lot of splits (15 or so, for paychecks), if the window is left open to long this error appears in a small pinkish box on top of the screen. It doesnt stop the working from happening, it doesnt stop the update to the…
I keep having to add my credit card's interest rate and credit limit to my two Capital One accounts. I have an Amex and a manual account that are working fine.
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…
The connection to Golden 1 has been broken for 17 days (since Golden 1 updated its website and app). A moderator has reported/announced it's a known issue; however, there are no updates or a projected time to resolve it. My specific error is Care code: FDP-105.
I was connected in the past but recently got connection errors. I can access the ewealth / AssetMark web site. Quicken either does not send an access code or sends two. Or it connects to the institution but not to the holdings or individual accounts within. Again this is a new issue as I have connected in the recent past.…
This may be a duplicate question and Natalie may have responded to this last but since I can't find her response, here goes. Earlier this year (I think it was) Discover did something to where they presented a new name (Discover IT) to Simplifi that Simplifi uses as an Account name. This has complicated things for me. when…
With this upcoming weekend, we finally get to celebrate the 4th of July! I plan to barbecue with my family and see some cool fireworks light up the sky. I just have to make sure I don't go overboard with my expenses, of course! What about you? What are your plans this 4th of July weekend, and how do you plan for the…
yet another post about how the Zillow integration tool can't find my address when I try to search for it. What gives? This is really frustrating to encounter as a paying customer for this service.
This happens when one of the Payee names text is too long to fit horizontally in the field. When the cursor is over the field, Simplfi shows a white text on a dark background second version of the text with a thinner font, attempting to show all the text in the Payee long name. When the cursor is at the upper horizontal…
I've found what appears to be a bug with recurring paycheck splits in Simplifi. Steps to reproduce: Import a paycheck into a linked checking account. Create a Recurring Income series from the imported paycheck. Verify the recurring transaction appears under Income in the Spending Plan. Edit the recurring income series and…
We are currently seeing an issue with Robert W. Baird & Co. returning an FDP-105 error in Quicken Simplifi after failing to receive an MFA code. 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.26.0 Web Release, released July 1st: FIXED: Column width UI issue on the Transfer Activity page. FIXED: Subcategories missing from transaction category dropdown after downgrading from QBP to Basic. FIXED: Various errors and crashes. UPDATED:…
Hello everyone! Here are the issues and features we were able to tackle with the 6.26.0 Mobile Release, released July 1st: FIXED: Bill Connect option is missing in the Series Created confirmation screen. FIXED: The filter count on mobile is inconsistent with the web version. FIXED: The opening balance for a manual account…
We are currently seeing an issue where users are unable to create the required profile to start credit score tracking 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…
We are currently seeing an issue with Raymond James returning an FDP-185 error in Quicken Simplifi after failing to receive an MFA code. 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’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 users on the Quicken Simplifi Web App.…
Getting the Most Out of AI Suggested Answers in Our Community We know that when you have a question, you want an answer quickly. While our community thrives on real member engagement and human connection, we also recognize that sometimes questions don't get a response as quickly as you need. That's where the AI Suggested…
Hello Community! We’re exploring a new aggregated summary for credit card details in Quicken Simplifi. This would allow you to view all your credit cards in one place, helping you more easily understand balances and decide when and what to pay off. We’d love your feedback! If this is something you’re passionate about or…
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…
Congrats to our most Active Monthly Users!
