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UPDATED 11/2/26: Police and Fire FCU returning multiple errors and missing transactions
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I posted this a while back but this happened yet again today and has annoyed me enough that I'm back. First of all, this is an ad in a paid service, and that is infuriating. An ad for a companion product from Quicken does not make it any less of an ad. That said, I could maybe consider let it slide if it didn't keep…
Hello, I wanted to provide some feedback on something that has bothered me a few times. Simplifi is a paid app, and an expectation I have of paid apps as a user is that they should be advertisement free, including ads from Quicken. I think this sort of thing is maybe appropriate for a marketing email list, but when I open…
When looking at the ALL setting on the Net Worth chart, the X-axis does not begin with the earliest date for accounts in the user data. It seems to start on Jan 1970 as a fixed date. Is there a fix in the works for this? Using the latest Simplifi mobile app on iOS 18.7.7 [edited for readability / edited image to reduce…
We are seeing Customers unable to add accounts from Amazon.com Store Card in Quicken Simplifi due to a “Couldn't Connect to Institution” error during the aggregation event. There is a 0% Success rate. Plaid is aware of the issue and is working on a resolution. We currently have no ETA to provide on when a resolution can be…
We are currently seeing an issue with Bank of America - Health Accounts returning an FDP-192 error in Quicken Simplifi (or whatever the issue is). This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they become available, please click the bookmark ribbon located in…
I miss it! Used to use it quite a bit until it got taken away. You can replace the Mark All as Reviewed button since I never use that (and am scared to click it by mistake actually), and it's fairly redundant anyways since you can click the checkbox to select all transactions and then click the Mark as reviewed button near…
The new Spending Dashboard is rolling out to Early Access users, giving you a new way to explore, compare, and understand your spending. For more details about the new feature and everything it offers, check out our Spending Dashboard announcement: As you explore, we'd love to hear what you think! What do you find most…
This morning I noticed that all of my transactions from 2024 are missing from the transaction register list. When I click the "load more transactions" button and scroll down, the list of transactions goes from 2025 straight to 2023 with no transactions from 2024. I checked the Reports section and the 2024 transactions do…
We are currently seeing an issue with BankFund Credit Union returning an FDP-105 error in Quicken Simplifi following recent changes to the financial institution's website. This issue has been escalated internally, and our teams are working toward a resolution. However, we do not have an ETA at this time. Additional…
We are currently investigating an issue where Thrift Savings Plan accounts connected through Plaid are displaying a $0 balance in Quicken Simplifi. This is a known issue affecting Quicken Simplifi customers using the Plaid connection. Our teams are actively investigating, but we do not have an ETA for a resolution at this…
I went to reconcile my account at month end to find not all transactions are posted to clear. It only takes me thru 10/20 of the month. There are several transactions from this date to the end of the month.. Not able to complete the close on the account for October 2026. Version 9.3.1 / today's date 11/05/2026 Please let…
how do I transfer transactions to a CSV file? [edited - readability]
I am wondering how a transaction gets calculated in the Spending Plan if it is meant to come out of a Savings Goal. Does it still get categorized in its category in the Spending Plan? If so, does that mean it gets double-counted? Is there a way to keep transactions OUT of their associated category and only count against…
My connection to Elevations Credit Union has been failing for the last three days with this error: "Account needs attention(Care code: FDP-101). We are unable to connect to Elevations Credit Union - CO at this time." [edited - readability]
I need a Todo/Task list to track items that need to be performed. It needs to include Categories, Target & Completed date & time and Notes. The current Reminders are great, but they apply only to transactions. I need goal related tracking for a series of events. Example: If I'm considering moving $400,000 from my stock…
Please add a way to let us lock the parent level of categories so we can select whether we want to use it or not. This would allow us to better control reporting in the P&L. I would want this to be a toggle where I could turn it in/of as needed. Something like this…
When I review transactions, I often filter by 'Uncategorized' to find ones I need to review and categorize. However, I am noticing Quicken will often automatically categorize some transactions as 'Shopping' I do not use this category specifically, as it is actually a header and needs to be further categorized, and I am…
Hello everyone! Here are the issues and features we were able to tackle with the 6.44.0 Web Release, released on November 4th: FIXED: Visibility setting changes at the account level require a force refresh to update throughout the app. FIXED: Monthly Summary report has overlapping text when the expense bar is below the red…
Hello everyone! Here are the issues and features we were able to tackle with the 6.44.0 Mobile Release, released on November 4th: FIXED: Credit Score History chart plots data points under the wrong month. FIXED: Mobile does not link accounts during migration to Plaid. FIXED: Report Summary view: “Days” and “Quarter” time…
We are currently seeing an issue with AllyBank returning an FDP-105 error in Quicken Simplifi. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they become available, please click the bookmark ribbon located in the upper right. If you do not see the bookmark…
The holiday season is just around the corner, and while it's an exciting time of year, it can also get a little expensive! Whether it's finding creative ways to save on gifts, stretching your grocery budget, taking advantage of deals, or keeping holiday spending in check, we'd love to hear your tips and tricks. What's one…
We'd love to learn how you track business mileage and how we can improve it, so you never miss an earned tax deduction. Please click the link below and take our survey. https://www.surveymonkey.com/r/L7VTNG6 We can't wait to hear from you!
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…
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