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It's great that we can now share access to our account say with a spouse or financial advisor but I would like to be able to control the level of access. At its simplest level view only vs full access. Further by function - so add or delete accounts, modify spending plans, viewing by accounts, ability to edit transactions…
Is this a bug? When I check Exclude from the transaction detail window, it shows below that it excludes "Watchlists". But even after checking this box, it still shows up in the watchlist. fyi in Reports, the Excluded items show up grey and I assume are not counted in the totals. What is interesting is that when I rollover…
Hi, I recently opened a Robinhood Banking Checking account. The account balance normally shows zero balance (the transactions are shown correctly). Also I noticed if I transfer some money into checking account, during the period, the transfer shows pending, the total pending amount shows up as the account balance and when…
Hi, I often do budgeting work while my kids are awake. I'd like to be able to go through my transactions without having the total worth of all of my accounts showing. I don't need to see that while looking at individual transactions. I'd also like that to go away so that I can see more transactions at a time without…
As of 2022 saw message that Stockpile was added. I tried to link my Stockpile account at different times over the last few weeks and get this message: Failed to connect Your financial institution isn't currently supported to establish a connection to your accounts. (1415)
In Quicken Classic there was a screen that showed how actuals compared to budgets. Available for any month or YTD. In Simplifi income/expense report only for one month. I would like to see similar to Quicken Classic Mike Z
I opened a new CD in the E*Trade bank and all's well. I opened a 2nd CD and have been trying to bring it over SQ. I'm doing exactly the same as I did for the first CD. I get the following from the "NEW, Add Account" attempt: E*Trade Bank "You have already added all your accounts at this bank." Both CD accounts have been…
The Quicken Simplifi Web App is receiving an update to the transaction list. Let us know of any issues you experience or any additional suggestions you may have by leaving a comment below! Our announcement for this enhancement can be found here:…
Users have documented the FDP-108 error for the Honda Finance American account going back to at least November 2025. As we enter April 2026, I am still unaware of a solution for this. I am dissatisfied as a paying customer to have this unresolved issue for 5+ months where discussions (links below) are marked as closed…
On the Transactions page projected cash flow graph, please place the hover/tooltip information box above the graph (or offset it upward) so it doesn’t cover the dot being hovered. Currently the tooltip often obscures the dot, making it hard to tell which data point is selected. Moving the tooltip above (with a small…
This financial service had worked until very recently, when their URL was www.learningquest.com. Please add this service. Login URL: https://www.quest529.com/ [Added URL to body and removed from title]
The struggle to learn this system is REAL! I just don't understand. Last month this worked and this month it does not. I paid my electric bill ….. this is the screenshot from transactions: This is the screenshot from Bills: I can't link it because it is a split transaction. If I link it to one, it disappears and I can't…
No changes have been made to settings, but none of the bank transactions or account totals have been updated for 3 days now. I am a new user and deciding whether to keep the program - why would this occur? Does this occur often? How is it remedied?
Sadly seems this bank is no longer working with Simplifi. Please add it or fix! Thank you.
I have Bill Connect set up for APS, and I receive an email from Quicken every month when a new bill is available. However, the amount and due date never update in the app or on the website. The series is set up with an estimated $100 per month, with a due date of the 17th. In the attached example, the amount should change…
In the planner, the inputs seem to be limited to a single individual, however, to get a more comprehensive analysis, you should have the ability to add a spouse and the associated inputs for them. As it stands today, there's A single retirement age, for most, I would wager that spouses will have differing retirement ages.…
where is the reports tab on quicken simplifi
We are currently seeing an issue with Ohio Public Employees Retirement System returning a 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…
Dear Quicken Simplifi User, It’s time for my first letter of 2026, which will reach you on the eve of an exciting milestone: 10 years as a standalone company on March 31. As we near that anniversary, we have plenty to celebrate and even more to look forward to. Over the past four decades, tens of millions of people have…
Want to show someone Quicken Simplifi’s features or your progress toward financial goals without revealing private details? We’ve heard from users that this is a common need—and Privacy Mode, now available to 20% all of Early Access on the Wep and Mobile apps, makes it easy! With Privacy Mode, sensitive information like…
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…
We are currently seeing an issue with Bank of America returning a "Something went wrong" error in Quicken Simplifi. Users may encounter an error message: "Something went wrong. We're unable to authenticate you. Go to the bank fo America site or app you typically use to manage your third-party consents for assistance." This…
We are currently seeing an issue with PennyMac Home Loan Solutions returning an FDP-105 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…
We are currently seeing an issue with Comerica 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.12.0 and 6.12.1 Web Release, released March 25th & 27th: FIXED: Deleting a Recurring Series from the Edit Series modal does not generate a confirmation prompt. FIXED: Cash placeholder icon is using the incorrect background color.…
Hello everyone! Here are the issues and features we were able to tackle with the 6.12.0 and 6.12.1 Mobile Releases, released March 25th & 26th: FIXED: Searching transactions by payee fails when the payee name begins with a number. FIXED: "Add with Zillow instead" option is missing when adding a manual real estate account.…
We are currently seeing an issue with American Express 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're experiencing this…
[ONGOING] 3/4/26: The Golden 1 Credit Union returns an FDP-105 error
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