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A very similar thing to what I posted before in this thread just happened to me again: It didn't get as weird as last time (yet). But the gist is: I have a reminder for my credit card payment. The series amount is $1 but the actual amount is set using CC Bill Connect (and I modify it manually if needed, which does come up…
Hello, on my IPhone and IPad for the last several days the Simplifi application stops responding for about 10 seconds or so after a sync. Then the last “touch” then executes. This was never the case before this past week for me. Is this a known issue with the latest update perhaps?
SQ loaded 4 Investment transactions with a Zero Dollar amount. SQ arbitrarily selected Coffee Shops for the Category. You can change the Category but, when you select Update you are required to put a $$ amount in the Total amount, which should be Zero. Note the Category has been changed and the Total amount is now…
Hi team, I noticed starting in mid February, around the time some of the custom report features were rolled out, making an inline edit to a row on the transactions page does not result in a server request to persist the change. Specifically, the PUT to the services.quicken.com/transactions/{transaction_id} doesn't fire…
We have externally linked accounts at a brokerage firm. They are indeed brokerage account types at these external firms, and they are invested with a lower risk profile, as they are regarded as emergency accounts, though with some hedging as they are invested. My feature request is to be able to classify these as…
I'm a longtime user of Quicken Classic. At the start of each I auto post known/recurring transaction for the month to determine by month end balance before I pay the larger credit card bill. I would like to transition to an online system for various reasons, but without reconciliation the auto posted transactions would be…
Apple savings account showing like a credit card as negative with no pending or incorrect transaction. Bug for last few days. How can we make it positive or fix the balance.
SEI Client Connect is once again (for a couple of weeks) giving FDP-101 with exactly the same behavior as the previous times. See link below for previous report. This weekend I will try disconnecting and reconnecting to see if it restores the connection. There is clearly a bigger issue here than what has been addressed by…
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…
Looks like the https://www.myfloridaprepaid.com/ website was changed by them, where users had to re-register their accounts. I already completed the process, but ever since their site change, it looks like I can no longer connect to it with Simplifi as an account. Is this already known, if so, any time table on getting…
It would be great to have a goal transfer button to move money between goals rather than having to withdraw cash back to its source account and then add to a different goal. I have goal money from different accounts in one goal. That means I have to break out a good Ole piece of paper and pen to write down the amounts…
Is there any way to add a calendar chart of some kind that shows goals and projected cash flow as a goal is completed or changed and how that money that is freed up can be used for another goal?
Can you please put in a feature that has dates of when you make numerous withdrawals.? Or at least notes so I can jot down dates. I've had a recurring expense that is the same amount weekly over 6 months coming out. Its frustrating to have to look at reports and do a bunch of math to figure out what I've already withdrawn…
My Watchlists have been broken ever since I first signed up for Quicken nearly three years ago. They always show zero dollars of spending in every category no matter how much is actually spent. I reported the issue at the time, and have been following up with customer support every few months, with no progress or updates…
We’re making some exciting improvements to Transaction Search! 🎉 These enhancements are currently available in Early Access. Here are a few of the new things you’ll be able to do: Search by check number Search split transaction amounts Works whether "Show split details" is enabled or not Enabling "Show split details" makes…
We are currently seeing an issue where Apple Wallet accounts are showing inverse balances (positive instead of negative or negative instead of positive) 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,…
Hello everyone! Here are the issues and features we were able to tackle with the 6.20.0 Web Release, released May 20th: FIXED: Planned Spend expense items are not being sorted correctly. FIXED: Column preferences on the Investments page are not saved and are causing errors. FIXED: Excluded transactions are still shown in…
We are currently seeing an issue with Merrill Lynch Investments 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 we will post updates as soon as we do. If you would like…
Hello everyone! Here are the issues and features we were able to tackle with the 6.20.0 Mobile Release, released May 20th: FIXED: Account balance mismatch for Apple Cash accounts. FIXED: Future-dated investment transactions show as a reminder and a transaction, and are missing the payee and account fields. FIXED: The…
Summer is coming up, and with it plans for those great summer vacations. Or maybe, "staycations"? Are you team "plan for a big summer trip" or team "save up for the ultimate staycation"? Let us know how you use your budget to plan for those awesome summer vacations! ✈️☀️ If you aren't one for planning vacations this…
We are currently seeing an issue with Macy's Credit Card returning an FDP-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 would like to be…
We are currently seeing an issue in Quicken Simplifi where the “Day $” and “Day %” values are showing as 0 in Investments. 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…
We are currently seeing an issue with Venmo returning a "Unable to connect to Venmo at this time. Please try again later. Care: not.found." 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…
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…
[ONGOING] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
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