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Hi I got an email notification today about my projected balance going below $500, but the body of the message says the projected balance will be > $1500. Here's a screenshot of the message. This looks like the same issue mentioned in the following post.…
There needs to be a prompt when a user deletes something. Something like 'THIS IS GOING TO BE DELETED, ARE YOU SURE?'. This is basic UI going back to the like the 90s, I'm at a loss why its not here. I'm a little aggravated because I just tried to enter a SPLIT transaction by double clicking on the row and it deleted…
Hello, Please add Onity Mortgage (formerly PHH Mortgage) as a supported institution in Simplifi. Here's their login URL: https://account.onitymortgage.com/onity/#/login
I enjoy the use of the "Max Update Interval" so it doesn't try to sync updates each time I launch Simplifi. However, the blue Update icon next to every account using this feature is a bit distracting/cluttered. Is there a setting somewhere to hide this icon?
Anybody else getting inaccurate data import from their bank? Simplifi is not importing all posted transactions from my bank (Wells Fargo). I've reset the connection but the problem persists. Bad data usually leads to poor accounting🤔
I have two accounts at Voya that were working fine with Simplifi until a week or two ago when they stopped updating. Attempting to reconnect I get an error "No eligible accounts found." after logging in. [edited title]
Has anyone else noticed that the History is blank on Recurring Series when Bill connect is turned on? If it's setup as recurring, but no bill connect I see all the history. When I view bill connected items the history is blank. This is for web 6.15.0
My Chase Bank checking account is classified as an Investment Account in Simplifi. Simplifi is blocking me from changing it back to a Banking Account. The Settings account type drop down list now excludes all account types except for Investments (401K, Roth IRA, etc.). Please assist.
I was able to link to my account but there are no transactions.
Apple Card integration is only brining in the short transaction description for the appears on your Apple Card statement as. Example: Apple Card “shown on statement as”: exxon honey farms #xyz Apple Card transaction description: Honey Farms Simplifi “appears on your Apple Card statement as”: Honey Farms
Hi friends, I'd like to request a feature that was really helpful in my previous budgeting app, Mint. "Watchlist" categories would be color-coded (depending on the spending threshold): green until reaching about 75% of the total value, then turn yellow, then red once at 100%. I'd like to see something similar here for…
please bring back the spending by month report in the app.
The Spending Plan needs a new category for transfers into a checking account. For example, if you transfer money from your brokerage account into your checking account to pay bills, right now Simplifi hides the transaction completely from the Spending Plan. If you choose to show it in the Spending Plan, it shows up buried…
Is there a way to fix the historical balance on a loan account if there is an incorrect value? I have one loan account that shows zero balance on Feb 29, 2024 (must be some kind of leap day error). If it was a banking account with the issue, I would know how to fix it with the import balance history function. But is there…
Hello everyone! Here are the issues and features we were able to tackle with the 6.15.0 Web Release, released April 15th: FIXED: Unable to delete a tag tied to a non-existent/deleted savings goal. FIXED: Transaction amounts are misaligned in Planned Spend when they exceed 4 digits. FIXED: Net Worth report total amount…
We are currently seeing an issue with Grand Bank-Tulsa OK returning an "invalid_client" error during the OAuth flow. 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 Voya Financial returning a "You have already added all your accounts at this bank" message in Quicken Simplifi. This may start as a "No eligible accounts found" message for existing accounts; however, disconnecting and reconnecting results in the "You have already added all your…
We are currently seeing an issue with Valor Bank returning an FDP-2102 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 Raymond James & Associates returning an FDP-155 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…
We’re excited to introduce a highly requested update that gives you more control and flexibility when managing your recurring transactions! You can now add split lines directly within your Recurring Series—whether you’re setting up a new series or editing an existing one. This allows you to categorize portions of a…
Happy April Fools! No fake feature announcements here today, just a safe space to admit how we sometimes try to fool our own Spending Plans and budgets! We all have that one category we conveniently "forget" to check, or that one purchase we try to creatively categorize. Let us know what the most ridiculous mental…
We’re excited to roll out Saved Reports, a new way to customize, organize, and quickly revisit the reports you use most! This feature is now live in Early Access on both the web and mobile apps. What’s changing? The Reports section is getting a fresh new look and some powerful upgrades: New Reports Dashboard: Instead of…
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…
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NEW 4/8/26: Barclays - Missing Transactions
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