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Every month about a week before a recurring deposit (income) is about to occur quicken drops the reminder from the checking account and so it looks like I'll be overdrawn that week or later. This has started happening in the past few months. Simplifi is starting to remind me of the buggiest software I used in the past,…
I’m attempting to connect my Stash account for ongoing, permanent use and consistently receive Error 102, which prevents successful connection. I’ve already tried all recommended troubleshooting steps: Multiple browsers Incognito/private tabs Different connection attempts and times Notably, Stash does send the verification…
I am fairly new and joined Simplifi in late December. Our Capital Group American Funds accounts connected easily and have worked well until the last couple of weeks. I have searched and I have found issues in the past from 2024 and the last one in March 2025. Are others having issues currently? Or does anyone have any tips…
A portion of the detail view extends off the screen to the right. It's still functional but looks bad. part of the word "Split" is missing and the "Cleared" portion of the toggle extends beyond its shaded background container. The problem seems to be that the label text in both cases is just too long to leave space for the…
The Pending transactions are now showing up in Simplifi, but the amounts are not being calculated against the Bank of America Balance.
Not only will Simplifi not connect to Walmart OnePay, but neither OnePay, nor Synchrony will allow CSV downloads of their transactions. After converting PDF statements into CSVs, Simplifi NOW won't upload transactions via CSV. The human chat assistant incompetently bumbled around for an hour, sending me 2 CSV files of XML…
We are currently seeing an issue with multiple financial institutions returning an FDP-101 error in Quicken Simplifi. At this time, the list of affected FIs includes: Ameris Bank - GA Bank of Hawaii MidFirst Bank CIT Bank EverBank Consumer Oriental Bank Security Service FCU Renasant Bank This is a known issue that we are…
This discussion was created from comments split from: Still receiving bill connect email notifications after cancellation and dataset deletion (edited).
Hello, I have my columns set as I need them to export a CSV, where I have excel setup to manage and process reporting much better, or at least easier, than I can get figured out within Simplifi. The changing of column display with each "app update" is a minor annoyance, instead of leaving my shown/hidden columns alone, I…
We are currently seeing reports of customers receiving a “User Not Eligible” error when attempting to connect or reauthorize their Bank of America accounts in Quicken Simplifi. This error most commonly occurs when the Bank of America account is accessible by multiple members (such as joint accounts), and the person…
Would it be possible to add the Corebridge 401k plan that is offered through Alight via a direct connect versus manual setup. Here is the URL:…
I am a longtime user of various Quicken products. I just installed Simplifi and am unable to link my American Express accounts. These are crucial to my budgeting. Please note that I tried to link during quiet hours, Sunday, etc. Please advise. Thank you.
How to I request this connection to be added?
I came from MS Money, and I feel like I'm going backwards. No calculator in split category amounts When I collapse a category or sidebar, it doesn't stay collapsed. As soon as I edit a transaction, everything defaults back to expanded view - very annoying No debt payoff calculator The web page is wider than my screen, and…
On my bank account connected by Plaid 1. Enter a few transactions manually - set to pending 2. those transactions clear the bank account 3. Quicken updates the balance but doesn't get the transactions so things get double-counted 4. This triggers a negative balance alert which shows as negative on the website (in red text)…
Savings goals won't update the target date or allow me to turn it off. The ahead or behind tracker is also incorrect and won't reset or calculate correctly.
Hello everyone! Here are the issues and features we were able to tackle with the 6.10.0 Web Release, released March 11th: FIXED: “Oops! Something Went Wrong” error when accessing reports. FIXED: Fixes/enhancements for the new Transaction List. FIXED: Fixes/enhancements for Privacy Mode (Early Access).…
Hello everyone! Here are the issues and features we were able to tackle with the 6.10.0 Mobile Release, released March 10th: FIXED: Error when tapping outside the subscription dialog or tapping the close button during the upgrade flow on iPhone. FIXED: Unable to resolve the "transaction needs your attention" notification…
We’re excited to announce that Quicken Simplifi now integrates with Kelley Blue Book! This new feature lets you link your vehicle asset accounts to Kelley Blue Book so you can automatically track your automobile’s value as part of your net worth—without manually updating it each month. The Kelley Blue Book integration is…
We are currently seeing an issue with Manulife Bank of Canada returning a "You have already added all your accounts" 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…
We are currently seeing an issue with Barclays 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 to be automatically…
Hey everyone! Let's talk about balancing our financial goals with the things we do for fun. How do you budget for your favorite hobbies, collections, or entertainment? I like to treat my hobby spending as its own dedicated category in my Quicken Simplifi Spending Plan. I make sure to carve out a specific "fun fund" each…
Bank of America will begin its migration to a new API platform starting today, 2/24/26. This will affect users in waves, meaning not all users of Bank of America-affiliated Financial Institutions (FIs) will be affected at once. The list of affected financial institutions is: Barnes & Noble BOA FIA Card Services World…
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…
NEW 3/5/26: Pending transactions are delayed in impacting the balance for connected accounts
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