Discover tips, workflows and community insights to help you master Quicken Simplifi at its best.
Feel free to introduce yourself and post any questions or feedback regarding 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.
Here, you can post your questions about using Quicken Business & Personal!
Here, you can post your questions about using Quicken Simplifi!
[ONGOING] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
Join us in The Water Cooler!
I was impacted by the Raymond James Connection issues from April 2026 to July 2026. In an attempt to fix this issue, I deleted my Raymond James account a few days ago and set it up again as a new account. I was able to recover all of the individual transactions, but I was not able to recover the daily balances. Obviously,…
I am currently having an issue with the how QS brings over the DA Davidson data. I am finally able to connect to the web site and successfully import data. The data, however, comes over in amount about 4X's it's actual value. Is there a way to correct this issue in Simplifi? or is this a system problem which needs to be…
Quicken Simplifi Doesn't Find all accounts w/ SoFi - Smart Card missing. When I add my SoFi account to Quicken Simplifi, It does not locate my Smart Card account.
Why isn't account reconciliation part of Simplifi? This is a basic feature in personal finance software to ensure accounts are correct.
Three years ago, when I would export my transactions for my individual credit cards, there was an account name column within the export; now it's removed and hasn't been added back. It's available on the transactions for all accounts, but not for the individual accounts. I would like to have this added back please! Thanks!…
Hello, the last few weeks, maybe months, when editing (specifically when splitting) a transaction with a lot of splits (15 or so, for paychecks), if the window is left open to long this error appears in a small pinkish box on top of the screen. It doesnt stop the working from happening, it doesnt stop the update to the…
If you are operating at a loss, the Schedule C total at the bottom of the tax reports displays the amount as a positive amount, which is very confusing. I feel like it should be a negative amount and/or red so it's clear that it is a loss and not a profit. Is there a particular reason why losses show as positive or is it…
Hello, I am hoping the community can help me with a perplexing problem. I wrote the following with the help of AI so it could be as clear as possible. I apologize it is a bit robotic. Subject: Payment into Asset account moves balance the wrong way — need a fix I use Quicken Simplifi on Mac. I have an account called…
I'd like to request that OneFinance be added to the supported banks list. https://www.onepay.com/ [added URL]
Anyone else getting this error when trying to update Freedom Mortgage in Simplifi: "We ran into a technical issue, try again later or select another institution. (170)" This happens when connecting / fixing that account using Mastercard Data Connect services. I also noticed that instead of keeping the last known balance…
I need to reconnect my account but I never get the login page. The popup window shows the following error. {"code": 401, "message": "invalid_client", "debugMessage": "client not configured for FI", "request_id": "d05cb165f75d4e17a3f8f4e0d096f4d2"}
My net worth shows one value on PC and a diffrent value on my phone app?
I only see my cash balance in my acct, rather than existing stocks. I finally gave up and made it manual since I don't do much trading there, but when I do it will be a pain. This works fine for BofA/Merrill.
I have been getting a 102 error for Blackhawk Bank & Trust for several days now. Anyone else!
MN state sales tax requires I report the total sales income minus the sales tax charged, the total taxable items (without sales tax) and then they calculate the tax. Having a report that can show total sales minus the sales tax and total line items that are taxable would be very helpful.
Hello everyone! Here are the issues and features we were able to tackle with the 6.27.0 Web Release, released July 8th: FIXED: Confirmation message does not appear when deleting a bill or subscription reminder from the Spending Plan page. FIXED: Transaction detail modal does not open when clicking the empty area to the…
With this upcoming weekend, we finally get to celebrate the 4th of July! I plan to barbecue with my family and see some cool fireworks light up the sky. I just have to make sure I don't go overboard with my expenses, of course! What about you? What are your plans this 4th of July weekend, and how do you plan for the…
Getting the Most Out of AI Suggested Answers in Our Community We know that when you have a question, you want an answer quickly. While our community thrives on real member engagement and human connection, we also recognize that sometimes questions don't get a response as quickly as you need. That's where the AI Suggested…
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…
Congrats to our most Active Monthly Users!
