Welcome to your community
Feel free to introduce yourself and post any questions or feedback regarding the Community here!
We'll post announcements regarding Quicken Simplifi and the Community here.
Here, you'll find Release Notes, new features, newly added banks, and other updates from our Product Team. Note: Product Update Announcements are for informational purposes only and are therefore closed to comments.
If there's an emerging issue with Quicken Simplifi, we'll post an alert here. Note: Community Alerts are for informational purposes only and are therefore closed to comments.
Here, you'll find all of the known issues related to Online Banking and Quicken Simplifi. Note: Community Alerts are for informational purposes only and are therefore closed to comments.
Just hit a new goal? Tell us how Quicken Simplifi helped!
Post your feedback and feature requests here!
Here, you can post your questions about using Quicken Simplifi!
Join the discussion in December's Community Meetup Newsletter!
Join us in The Water Cooler!
I logged into Simplifi this morning, as I do each day, and everything in my Planned Spend view is wrong. For example, yesterday I had about $800 left in the grocery category for the month, and today it is over $16,000! And is the case in all categories going back months. I haven't changed anything, so how can this be…
This discussion was created from comments split from: Transactions Stopped Downloading - Wells Fargo and Discover (edited).
This discussion was created from comments split from: "You have already added all your accounts" message with Manulife Bank of Canada (edited).
Hello Simplifi Support, I can’t connect my FirstBank of Colorado accounts to Simplifi. The connection attempt consistently fails with care code FDP-101. I tried reconnecting just now (March 3, 2026) from Settings → Accounts and received the same error. Details: Institution: FirstBank of Colorado (connection listing shown…
I get the following message on syncing: I can't identify where the problem lies, how do I correct this?
This discussion has been merged.
Your Classic Quicken for Home and Business allows you to remove “items” such as the product number from an estimate or invoice. Product numbers are needed for the user so we are sure we quote or invoice the correct part, however we don’t want the customer to see the part number they could easily google. This is essential…
Please add the ability to duplicate a previous invoice and/or to save an invoice as a template. Right now, users have to recreate invoices from scratch every time. Secondly, the "Notes" section does not allow any formatting. New lines created when typing do not appear on the actual invoice. This is where users will write…
I have been trying to add my Manulife Bank of Canada accounts. I am able to add the account but it never gets to the point where I can add each specific account. The message states “All Accounts Up To Date”. We’ve checked and found that all accounts from this institution have already been added to Simplifi. There are no…
For the last two days, Everbank has been displaying the following error: The accounts will not update. I have tried the Simplifi website and the app. I tried resetting the connection but it doesn't fix the problem. Now, my accounts are in a "disconnected state" and are showing a $0 balance. I can access my Everbank…
I pulled in my crypto transactions from Coinbase and Robinhood to my investments, but the majority of them are identified incorrectly as stocks. Even some of the crypto types are incorrectly identified as some ETF instead of the actual crypto symbol. I can't find a way to edit them either. Anyone having the same issue and…
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 This is a known issue that we are working to resolve as quickly as possible. We…
We are currently seeing an issue with CIT Bank returning a CP_SCRIPT_ERROR 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 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…
We are currently seeing an issue with Rocket Mortgage where Mr. Cooper accounts are showing as paid off ($0 balance) 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…
We are currently seeing an issue with Bank of America where pending transactions are no longer downloading in Quicken Simplifi after migrating to their new OAuth API. This is a known issue that we are working to resolve as quickly as possible. A fix is currently expected early next week. If you would like to be…
We are currently seeing an issue with Freedom Mortgage returning a $ account balance 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…
With Early Access enabled, Web App users will see a new “Beta” toggle in the Reports section. Turning this on unlocks more robust versions of the following Reports: Spending Income Savings Net Worth What's New These Reports now follow the same layout as the current Income & Expense and Taxes Reports (and Profit & Loss for…
Hello everyone! Here are the issues and features we were able to tackle with the 6.8.0 and 6.8.1 Web Releases, released February 25th & March 3rd: FIXED: "Go to Other Side" missing from split transfers for manual mortgage accounts. FIXED: The toggle to turn off Quicken Assist Chat is missing from Settings (Early Access).…
Hello everyone! Here are the issues and features we were able to tackle with the 6.8.0 and 6.8.1 Mobile Releases, released February 24th and March 3rd: FIXED: The update and delete category buttons overlap on the Edit Category screen. FIXED: Only dismiss unread alerts from the Notifications card. FIXED: Closed accounts…
We are currently seeing an issue with Thrivent Financial returning an FDP-101 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…
NEW 2/20/26: HealthEquity returns an FDP-108 error
Congrats to our most Active Monthly Users!
