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[ONGOING] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
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Consider option to hide all account balance when viewing transactions
Can you enabel the "Status" field for bulk editing. For example, selecting mutiple manually entered transactions > bulk edit > change the Status from Pending to Cleared.
Right now when I click on the category of a given transaction, the drop down opens up with a list of various categories (some of them have subcategories too). This is great, however, it is very time consuming to find where the selected category falls under. For example, let's say I purchased something from Home Depot. It…
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Earlier this year, I created an account for my mortgage andI added an opening balance transaction dated Jan 1 2026. I also started recording the mortgage payment with splits for the capital amount and the interest. The Transactions list for the mortgage account shows all the transactions since then, including the opening…
Hi Simplifi Support, I wanted to report an issue that occurs frequently enough to become quite frustrating. The example below illustrates the problem, but it isn't limited to this specific transaction—it can happen with different recurring transactions as well. I have a recurring transaction called INSURANCE, which is an…
Hi, With Simple Bank shutting down, I started looking into alternative online-first banks & settled on Revolut for my banking (checking & savings). Could you add Revolut as an option to the app? They have an open banking API for this…
Multiple splits with transfers that are the same amount do not get linked to separate transactions in the receiving account. I have two splits that are transfers to the receiving account for the same dollar amount. They both get linked to a singular transaction in the receiving account. This is obvious because when I…
transactions such as paycheck have multiple split Categories, in my case i have around 15 categories in one single transaction. It is tedious to manually split the transaction for every new paycheck. Please add Transaction Copy & Paste feature (similar to Quicken)
I want to start over from scratch. How can I change the planned spending available amount to 0? I also want to delete the current transactions and start fresh in July. How do I do that? I tried deleting all my accounts, but then when I re-added them all the transactions popped up again.
Can't find this topic exactly covered elsewhere, apologies if I have missed it I have some loans 'out' to family and friends, some interest bearing and some not. To be paid back over a period of time. They are like investments, I suppose, but the current investment categories don't seem to work for a 'simple' cash loan,…
I would love to see an option for dynamic column sizing throughout the Simplifi web interface. Currently, column widths remain fixed, so every time I resize my browser window I have to manually adjust the columns again. This becomes especially frustrating for users who frequently resize their browser or use different…
Hello everyone! Here are the issues and features we were able to tackle with the 6.25.0 Web Release, released June 24th: FIXED: When creating a transaction rule, multiple rules are created when navigating backward through the flow. FIXED: Splits are not saved for the transaction when creating a recurring series at the same…
We’re excited to introduce an updated Transaction List toolbar on the Quicken Simplifi Web App! This enhancement delivers a cleaner, more streamlined experience and makes some of the most commonly used tools easier to access. This feature is currently available to 20% of Early Access users on the Quicken Simplifi Web App.…
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We are aware of an issue in Quicken Simplifi where Fidelity investment accounts are displaying an incorrect cost basis. 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 we will post updates as soon as we do. If you…
We are currently seeing an issue with Happen Bank returning an FDP-155 error in Quicken Simplifi after rebranding from LendingClub. 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 we will post updates as soon as we…
Hello Community! We’re exploring a new aggregated summary for credit card details in Quicken Simplifi. This would allow you to view all your credit cards in one place, helping you more easily understand balances and decide when and what to pay off. We’d love your feedback! If this is something you’re passionate about or…
Imagine you could go back in time and give your younger self one piece of financial advice. What would it be? Whether it was something you learned the easy way or the hard way, your experience could help someone else on their financial journey. Share your advice below! 👇
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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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