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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.
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I'm trying to manually add WBREOX (https://www.quicken.com/investing/mutual-funds/WBREOX/BlackRock-Equity-Index-Fund) as a holding to one of my accounts, but Simplifi will not list it as an option. Instead, I have to manually enter it all the details rather than having it automatically update the share price.
I was able to link to my account but there are no transactions.
I just upgraded to Simplifi Business & Personal mainly just to get the additional "Space" to manage family accounts that shouldn't be co-mingled with mine. If I want to go back to Simplifi, i.e., downgrade from Business & Personal, but I have two "Spaces" in Business & Personal, which "Space " migrates to Simplifi (since…
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. [edited title]
I see that you FINALLY after 18 months of people bringing this up, added Neuberger Private Wealth. Unfortunately I get an error FDP-103. I am concurrently logged on to nbprivatewealth.com so the error message is useless. Please don't provide the silly generic steps that you have provided to everyone else that complained…
Please add a connection to the ScholarShare College Savings Plan offered/provided by the State of California. The "aggregator" URL is supposedly: https://www.cascholarshare529.com/
www.first.bank has updated their website and app, ever since the update Simplifi can't connect and is throwing FDP-106. Is there any timeline when or if this can get resolved.
With the latest app update I no longer am able to access "over time" reporting. I use that to keep track of my spending in certain categories by month. Is it hidden?
What is the status of getting these issues fixed? My information is no longer accurate due to these connection issues. Please give me a workaround so that I can see accurate financial information in Simplify.
We are currently seeing an issue with Navy Federal Credit Union returning a 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 we will post updates as soon as we do. If you would like…
On Safari on iPad, at the top of the screen is an App "Select" bar allowing the user to go straight to the Simpli mobile app. There is no way to get rid of this and it takes up screen space that could be better used. Other web apps that I use have an App "Select" bar at the top to select their mobile app, BUT, they also…
This discussion has been merged.
The robot said I should use the gear icon and select flags. The gear icon has seven options, which don't include flag. What if a bot doesn't answer my question? Is there a way to get a representative?
Hello everyone! Here are the issues and features we were able to tackle with the 6.15.0 Web Release, released April 15th: FIXED: Unable to delete a tag tied to a non-existent/deleted savings goal. FIXED: Transaction amounts are misaligned in Planned Spend when they exceed 4 digits. FIXED: Net Worth report total amount…
Having the option (e.g., in the Settings) to always show some of the additional fields (e.g., Tags) when splitting a transaction would save so many clicks, e.g., for users who split transactions purely for the sake of assigning different tags. Having to perform multiple clicks to reveal the Tags field for each new split…
I'd like to assign all transactions with the words "payment/deposit" in the action column to a specific category. Rules should allow assignment of category based on action type.
We are currently seeing an issue with Grand Bank-Tulsa OK returning an "invalid_client" error during the OAuth flow. 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…
We are currently seeing an issue with Voya Financial returning a "You have already added all your accounts at this bank" message in Quicken Simplifi. This may start as a "No eligible accounts found" message for existing accounts; however, disconnecting and reconnecting results in the "You have already added all your…
We are currently seeing an issue with Valor Bank returning an FDP-2102 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 an issue with Raymond James & Associates returning an FDP-155 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…
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…
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…
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…
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!
