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!
This is a place where mini-FAQs or helpful Community threads can be placed for easy reference!
Learn about Saved Reports in Quicken Simplifi!
Join us in The Water Cooler!
I have two accounts at Voya that were working fine with Simplifi until a week or two ago when they stopped updating. Attempting to reconnect I get an error "No eligible accounts found." after logging in.
For the past month I've been getting FDP-101 when attempting to sync my SEI account. Last successful sync was 36 days ago. I had MFA properly configured and working for some months. Since you seem to have so much trouble with the SEI connection, I have not tried any troubleshooting on my end other than retrying…
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…
This problem started 2 days ago. I tried to reset connection, and the problem is still there: We are unable to connect to Raymond James & Associates at this time. Please try again later. Care Code: FDP-102
Hi team, I noticed starting in mid February, around the time some of the custom report features were rolled out, making an inline edit to a row on the transactions page does not result in a server request to persist the change. Specifically, the PUT to the services.quicken.com/transactions/{transaction_id} doesn't fire…
Is anyone else having a problem with LPL not updating all of their accounts. I have 4 accounts and only two are updating. I tried to reset the connection and it displays 16 accounts and I have tried a combination of which accounts to add and thought i was successful but only two have updated. The other two pulled in the…
Transaction selection and usage used to be fine: I filtered by not-reviewed, and then One by one I would click the reviewed column Each would disappear and the row above would move below my mouse cursor Over the last few months this has gottent worse, and now even worse (which is hard to imagine) Same filter I click on…
It would be great if, for partners who share expenses, there was an easier way to keep track. For example, my partner often borrows small amounts of money (or I'll pick up something at the convenience store regularly), and then pays me a lump sum at the end of the week for what I've loaned. The refund tracker is helpful,…
With the recent enhancements we made to navigation on the Quicken Simplifi Web App, we want to hear from our users! Let us know what you think by commenting below. Our announcement here has more details on the changes: https://community.simplifimoney.com/discussion/16021/new-feature-alert-faster-navigation-for-the-web-app
[removed] This is an issue found on the Simplifi Android app, although it might also be present in other app platforms. While minor, can you please correct the word 'send' to 'sent'. The correct phrase should be 'Enter the OTP sent over sms' Thank you.
I have an Apple Card in Apple wallet via my iPhone. My transactions don’t appear to sync automatically and I need to perform manual syncs. Is this expected or should my Apple wallet account t sync automatically?
https://us.v-cdn.net/6031920/uploads/KT0MCCIQ2VPW/quicken-simplifi-2026-04-12-215473877251379.txt All other reports have date select parameters - specific date, date range, or other common criteria like last month, etc. Why is balance sheet locked into only current system date? I enter all transactions manually due to low…
This discussion has been merged.
I used to see Marcus by Goldman Sachs available earlier. Now I don’t see it in the list . When it will be supported?
I have used all search engines which have provided me multiple answers, all which have not worked. I want to go into an account and run a report with a date range. Under FILTER there is no option for date range. In the search bar, there is no way to enter a date range. Any assistance would be appreciated Steven
When I try to add my bank account to Quicken Simplify, I get the following message: "We are unable to update Hanscom Federal Credit Union at this time. Please try again later. If you continue to experience issues, please contact Simplify support. Care Code: QCS-0429-2" I believe the problem results from Hanscom…
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…
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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.14.0 Web Release, released April 9th: FIXED: Excluded transactions are not greyed out in Watchlists. FIXED: Unable to search transactions by tag in Quicken Assist Chat. FIXED: The Top Spending Categories widget does not show a pie chart when…
Hello everyone! Here are the issues and features we were able to tackle with the 6.14.0 and 6.14.1 Mobile Releases, released April 8th & 10th: FIXED: Able to create holdings for closed investment accounts. FIXED: Redundant refunds created when the Create button is tapped more than once. FIXED: The account name is still…
We are currently seeing an issue with PayPal Credit, MasterCard and Crypto where transactions are missing 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 we will post updates as soon as we do. If…
We are currently seeing an issue with Barclays where transactions are missing 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…
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…
NEW 4/8/26: Barclays - Missing Transactions
Congrats to our most Active Monthly Users!
