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UPDATED 9/15/26: America First Credit Union FDP-7500 / CP_SERVER_ERROR / Account Error
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Somebody needs to figure this out. It's been several weeks now and is very frustrating. I will NOT be renewing my subscription to Simplifi if this isn't fixed soon.
Suggestion to add a monthly option for billing over annually. it is easier to budget and that is what this app is all about. Please add this idea.
I noticed that either today or yesterday; the "Holdings" under "Investments" shows the plus/minus dollar amount of a given stock per share. Previously, it used to show the plus/minus dollar amount of the stock multiplied by number of shares I own! Please revert this behavior. I don't care that a stock gained 5 dollars or a…
We are currently seeing an issue with U.S. Bank returning an FDP-105 / FI_WEBSITE_UNAVAILABLE 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.37.0 Mobile Release, released on September 16th: FIXED: Able to double-tap "Help" from the Navigation and Profile menus, which opens multiple instances of the help page. FIXED: Quicken Assist Chat fails to find transactions when searching by…
The institution is associated with Cape Ann Savings Bank, which I have successfully added to Quicken Simplifi. The URL is (https://www.capeannsavings.bank/financial-advisors) any help would be greatly appreciated.
We are currently seeing an issue where users connected to Truist Bank in Quicken Simplifi are no longer able to connect. This is due to a bank option (BID) change. To resolve this, please follow these steps: Make all of your Truist Bank accounts manual by following the steps here. Once you see the account(s) listed in the…
We are currently seeing an issue with HSBC Bank returning various errors in Quicken Simplifi after a recent website change. 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…
All investment transaction’s except management fee transactions download and default to “Payment/Deposit” and “Uncategorized” requiring me to edit each transaction appropriately. OK, fine, but once I have done so and for repetitive transactions would it be possible to have Simplifi memorize certain details so that…
be able to further sort/filter transactions in other spending. Also in the app I would like to actually hide the transactions with the options button like I can elsewhere.
Hello! This is a long post so I appreciate anyone who spends the time reading. I'm having a bit of a crisis with split bills and I'm reaching out to the community to try and crowdsource a solution. Me and my spouse use Splitwise to keep track of shared expenses in the home. This includes rent payments, utilities, car…
Hi - question about merging transactions on the web version of Simplifi. Is there a way to merge CC transactions from the same payee in one day or even across multiple days ? Or is the only way to manually total the amounts, edit one transaction with the total & then delete the other transactions ? Thanks
I have 2 or more accounts at banks that are linked by one password. These transactions are not downloaded to the individual banks anymore. Manually to Import transactions at Capital one does not work either. I have been reporting and issue inside the Quicken for weeks now. Where else can I report to get help?
Beginning Sept 13, TreasuryDirect has been switching users to now log in with ID.me (https://www.treasurydirect.gov/savings-bonds/help-center/faqs/idme-faq/). It appears this new login method is not yet supported — when I try to update my TreasuryDirect account in Simplifi after it switching to login with ID.me, I get Care…
Please ad the ability to see a historical balance sheet - required for tax preparation!!!
I have two separate Simplifi accounts, and both connect to Raymond James. In my personal Simplifi account, Raymond James investment cost basis downloads correctly and continues to update. In my mother’s Simplifi account, the Raymond James holdings, share quantities, prices, and balances still update correctly, but the cost…
I keep getting this pop-up while on my laptop: I have pressed don't show again. It's popped up about 10 times in my 5 minute session (sorry make the 11 because it just popped up again). It's gotta stop.
I'd love to see Simplifi add a "dead man switch" feature. Users could designate a trusted contact (spouse, family member, executor, etc.) and periodically confirm they're active. If they fail to respond after multiple attempts, Simplifi could notify the trusted contact and provide access to selected/all financial…
We are currently seeing slowness and freezing in the Quicken Simplifi mobile app when navigating, reviewing transactions, and updating transactions. 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…
Want to keep an eye on your spending during a specific period? You can now set a time range for your Watchlists! When creating or editing a Watchlist, turn on the Time range toggle to add a Start date and End date. Choose the dates you want to track, and your Watchlist will focus on spending within that timeframe. The…
Hello everyone! Here are the issues and features we were able to tackle with the 6.36.0 Web Release, released on September 10th: FIXED: Reports are not saving table column customizations. FIXED: “Create a rule” is shown in recurring series overflow menus. FIXED: Watchlist chart tooltip missing cents and redundantly…
When I get up in the morning, I like to have a cup of decaf coffee or tea. I like the flavor, but I can't have too much caffeine. What beverage do you like to drink when you wake up?
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…
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