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ONGOING 8/4/26: Discover Card returns FDP-101/CP-SCRIPT_ERROR
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With the downloading of transactions from a financial institution, these transactions are typically being marked as “pending” in this version. A program change of having these transactions to be marked cleared after a specified number of days. The user should be able to set the number of days as their choice, such as five…
iOS app has always been slow with editing and recategorizing transactions. Pages will load twice and not save quickly after being edited. It’s super buggy and getting worse. The new review transactions feature is even worse. Each entry takes 20-30 seconds to respond to a screen press. The app is only getting more unusable.…
August is here! ☀️ What's one thing you hope to do before summer comes to an end? Whether it's a weekend getaway, trying a new recipe, catching a concert, or simply relaxing outdoors, we'd love to hear! For me, I'm looking forward to a camping trip this month! 🏕️ I haven't been camping in a few years, so it was an absolute…
The flag colors in the filter for transactdions has been changed and are identified as follows. Orange is labeled orange, but the color is shown in the hue of red flag Brown is labeled as Brown, but the color is shown as orange
Is anyone else seeing an issue with Chase connectivity? All of my accounts are 'service not available right now'
Good evening, Quicken Simplifi community: Last August 8th I purchased a subscription to "Quicken Inc - N01 180 Jefferson Dr Menlo" for $51.78 (I had used "Quicken Home & Business, 2016" software for more than ten (10) years.) After I made the purchase I tried to connect the Quicken Simplifi software to my credit union. The…
Dashboard combines my checking account balance with my credit card debt under a category called banking. Credit card debt is a liability and I would like to see these amounts highlighted separately.
Target Red Card doesn't automatically download transactions. Not only has it not worked properly for over a year, we haven't gotten any updates in that time. See below: The only update was on 5/29/25. I'm making a new post because we can't comment on the above post, and all previous posts regarding this have been closed. I…
Hi, I have some accounts that report a balance with pending transactions already debited; and, other accounts that report a balance preceding pending transactions. It -appears- in both Simplifi documentation and in the user interface that you can tell Simplifi to interpret balances for individual accounts as with-pending…
This thread is closed but I am having the same issue as Rock Lee. I would like to see how I could get it resolved
I've been using simplifi since March 2026 after trying monarch. I am pleased so far with simplifi with the exception of limited online account connections. Monarch uses 3 methods to attempt connections. I need Moneylion, Mariner Financial and Onemain Financial … just in case this was a matter of asking for them.
I use Watchlists extensively for budgeting, and each month I use the Watchlist view (primarily in web, but also on Android app) to see how much I spent in each Watchlist per month. When you click on the bar for the corresponding month, it shows you the transactions, and when you hover over the bar, it shows you the total.…
When there are attachments to any account and the attachment is opened and saved to the HDD, this version of Simplifi changes the document name to numbers. This was not the case in earlier versions. How are this download of attachments used? When there are mis-attached documents to transactions, these attachments are…
Hello, can someone please change the cashflow screen in the web app so it shows a running balance like the mobile app does. it is a great feature and I am quite dissapointed that it is only avaliable on the mobile app. As someone who gets paid twice a month and is in and out of my overdraft getting to see when I will fall…
In the investments transaction view, filtering on Action = "Payment/Deposit" returns zero rows. With no filter applied, the same view clearly shows many rows with that Action value. Steps to reproduce: Open the investments transaction view Note the rows with Action = "Payment/Deposit" Apply the filter Action =…
Keeping your financial records accurate is now easier with Transaction Review. Review and update transactions one at a time or in bulk to help keep your reports accurate and your financial data up to date. For Quicken Business & Personal users, this can also help you stay prepared for tax time. On mobile, review…
Hello everyone! Here are the issues and features we were able to tackle with the 6.32.0 Mobile Release, released on August 13th: FIXED: “Divide Among Splits” calculates incorrect split amounts. FIXED: Rule creation fails to provide suggested matches for amount, payee, and account combinations. FIXED: Unable to upload…
Hello everyone! Here are the issues and features we were able to tackle with the 6.32.0 Web Release, released on August 12th: FIXED: Bill Connect button is non-functional when creating a recurring transfer from a checking account to a credit card account. FIXED: Net Worth breakdown visual bugs. FIXED: X-axis labels are…
We are currently seeing an issue where Apple Savings accounts show an inverse balance (negative instead of positive, or vice versa) 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…
Keeping reports up to date just got a whole lot easier! We're excited to announce that Dynamic Date Ranges are now available for all Quicken Simplifi and Quicken Business & Personal users. One of the most common requests we heard after launching Saved Reports was the ability to create reports that automatically stay…
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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