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UPDATED 8/28/26: America First Credit Union returns an FDP-102 error/No longer searchable
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Simplifi says "To connect to your account, you must complete an action at the website for HealthEquity." When I log on there, I see no pending action that needs to be completed. The chatbot suggested Review/reset the HealthEquity connection for FDP-108. That didn't work, so here are the details: Financial…
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…
I have several recurring transactions like this one which use a BUSINESS Category… And they frequently, though not always, download as PERSONAL… Note that these are transfers from one account to the next. Sometimes both will be Business. Sometimes one side will be Business and the other Personal. Sometimes both are…
My truck payment is due on the 16th of each month. I have a reminder set up for that account for the 16th. At the end of this month, I had a little extra cash so a went ahead and paid the September payment (via transfer on my bank's website). I linked the payment today, August 28th and the reminder moved to August 28th.…
After using Quicken for years, I've created multiple levels of sub categories. Simplifi only allows two levels - the main level, and then one sub-category level. Please provide the ability for unlimited sub-levels, or at least 4 or 5 total sub-levels..
It is crucial to have the ability to produce reports showing interest and dividend income received from investment accounts.
On the Mac using Safari The check box to keep me signed in is missing after the update. FireFox has that option. Is this something that will be fixed?
Please consider replacing Hello, Chris!👋 with Hello, >Space Name<!👋 If the user hasn't set up a spaces, then default to name. If spaces have been set up, then override the name. Currently, it looks like this on a computer… And this on a phone… …for all my spaces. I have multiple spaces, and there is NOTHING to visually…
Hello, when can we expect the Marcus x Goldman Sachs connection to be working again? I've been trying for months now to get it reconnected and it simply fails every single time which is very frustrating as it is significantly throwing off my personal net worth and other financial analytics data.
Bank of America has been constantly disconnecting for over a week. Each time I open Simplifi the BoA accounts are not updating and I get the message "This financial institution needs your attention (Care code: 324)". After I reconnect and get a success message, the previous message is still displayed as I navigate back to…
When working in Simplifi, it’s easy for me to lose track of time, spending way too much time checking things, tweaking them, etc. It would be icing on in the cake if Simplifi offered some sort of timer to draw us back out when we’re lost in the zone. Also, I’d want this paired with the ability to track time spent in a…
When the Transaction Detail form slides into view on the web app, the rest of the screen blurs so badly that it cannot be read. But now that the form is on the right (instead of in the middle) it would be nice to be able to actually read the list of transactions so that you can see where you are in the list. Just graying…
Within this web release, the “Create Transaction) Window is now positioned at the far right of the screen and cannot be removed. With this change, this has moved the window from previously being in the center of the screen to its current position. What is the reasoning for this change and permanently locking the window in…
This discussion was created from comments split from: Chase Account Not Connecting - 'service not available right now' (edited).
We are currently seeing an issue with Victory Capital returning an FDP-176 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 not see the bookmark…
Transaction Detail is getting a new look on the web! When you add or edit a transaction in Quicken Simplifi or Quicken Business & Personal, Transaction Detail will now open in a drawer on the right side of the screen rather than as a pop-up window. While building the new Transaction Detail experience, we noticed the…
Hello everyone! Here are the issues and features we were able to tackle with the 6.34.0 Web Release, released on August 26th: FIXED: The transaction sections of Reports are not resizing properly. FIXED: Hovering over long payee names causes flashing in the hover text. FIXED: Resetting a report in a collapsed state does not…
Hello everyone! Here are the issues and features we were able to tackle with the 6.34.0 and 6.34.1 Mobile Releases, released on August 26th & 28th: FIXED: The breakdown totals don't match the summary totals in Net Worth. FIXED: The Bills & Income calendar does not update the recurring reminders displayed when selecting…
We are currently seeing an issue with CIT Bank returning FDP-101, FDP-102, and FDP-105 errors 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 not see…
Get a clearer picture of where your money is going with the new Spending Dashboard! The new Spending option in the navigation menu gives you a dedicated place to explore your spending trends, compare your spending across time periods, and drill down into the details behind the numbers. With the Spending Dashboard, you can:…
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…
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…
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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