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Have there been any updates to the Barclay connection issue? Looking for a timeline of when this will be fixed.
www.first.bank has updated their website and app, ever since the update Simplifi can't connect and is throwing FDP-106. Is there any timeline when or if this can get resolved.
Guided categorization flow There is no clear guidance distinguishing transfers, payments, reimbursements, and income. This leads to incorrect categorization, double counting, and confusion in budgeting. A guided categorization flow (e.g., “Is this spending, a transfer, or a reimbursement?”) would improve accuracy and…
While researching a large anomaly in the "Spending" dashboard widget (see first image), I discovered a significant number of transactions in that month (and more in prior months) assigned to the account "Unknown": The correct account these transactions should have been in was marked "Excluded" from Spending Plan and…
This discussion has been merged.
There are situations when a transfer is an expense. For instance if you have a recurring auto payment and you use the transfer feature to move money from your banking account to your debt account to lower the balance then this should be included on the bills section of your spending plan since it is money spent for the…
Go ahead and explore the new Net Worth feature and tell us what you think! We’d love to hear how it’s helping you track your financial progress and any ideas for improvements. Here is the announcement for this feature with more details:
Is there a way to fix the historical balance on a loan account if there is an incorrect value? I have one loan account that shows zero balance on Feb 29, 2024 (must be some kind of leap day error). If it was a banking account with the issue, I would know how to fix it with the import balance history function. But is there…
The longest range option in all of the reports is "Last Year", and you can only display by month. For year-over-year comparisons, it would be nice to have a range option to display all available data with the ability to display by year instead of by month. For example: income, spending, or net income by year for the last 5…
I was able to link to my account but there are no transactions.
I enjoy the use of the "Max Update Interval" so it doesn't try to sync updates each time I launch Simplifi. However, the blue Update icon next to every account using this feature is a bit distracting/cluttered. Is there a setting somewhere to hide this icon?
please bring back the spending by month report in the app.
Anybody else getting inaccurate data import from their bank? Simplifi is not importing all posted transactions from my bank (Wells Fargo). I've reset the connection but the problem persists. Bad data usually leads to poor accounting🤔
Hi friends, I'd like to request a feature that was really helpful in my previous budgeting app, Mint. "Watchlist" categories would be color-coded (depending on the spending threshold): green until reaching about 75% of the total value, then turn yellow, then red once at 100%. I'd like to see something similar here for…
Has anyone else noticed that the History is blank on Recurring Series when Bill connect is turned on? If it's setup as recurring, but no bill connect I see all the history. When I view bill connected items the history is blank. This is for web 6.15.0
Hello everyone! Here are the issues and features we were able to tackle with the 6.15.0 Web Release, released April 15th: FIXED: Unable to delete a tag tied to a non-existent/deleted savings goal. FIXED: Transaction amounts are misaligned in Planned Spend when they exceed 4 digits. FIXED: Net Worth report total amount…
We are currently seeing an issue with Grand Bank-Tulsa OK returning an "invalid_client" error during the OAuth flow. 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…
We are currently seeing an issue with Voya Financial returning a "You have already added all your accounts at this bank" message in Quicken Simplifi. This may start as a "No eligible accounts found" message for existing accounts; however, disconnecting and reconnecting results in the "You have already added all your…
We are currently seeing an issue with Valor Bank returning an FDP-2102 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…
We are currently seeing an issue with Raymond James & Associates returning an FDP-155 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…
We’re excited to introduce a highly requested update that gives you more control and flexibility when managing your recurring transactions! You can now add split lines directly within your Recurring Series—whether you’re setting up a new series or editing an existing one. This allows you to categorize portions of a…
Happy April Fools! No fake feature announcements here today, just a safe space to admit how we sometimes try to fool our own Spending Plans and budgets! We all have that one category we conveniently "forget" to check, or that one purchase we try to creatively categorize. Let us know what the most ridiculous mental…
We’re excited to roll out Saved Reports, a new way to customize, organize, and quickly revisit the reports you use most! This feature is now live in Early Access on both the web and mobile apps. What’s changing? The Reports section is getting a fresh new look and some powerful upgrades: New Reports Dashboard: Instead of…
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…
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NEW 4/8/26: Barclays - Missing Transactions
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