Discover tips, workflows and community insights to help you master Quicken Simplifi at its best.
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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!
UPDATED 10/21/26: Police and Fire FCU returning multiple errors and missing transactions
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Ability to export all investment transactions into a CSV file is very important for those who use that info to prepare year end statements to track dividend income, buy/sell activities or any other investment cash sub-account activity.
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…
Hi everyone. Just want to confirm that connecting to 316 Financial, a bank that is a division of Primis Bank, is not available. Their login screen is at https://access.bank316.com Thanks.
I'm reporting what I believe to be a bug: Manually entered historical performance data is ignored if the investment account is "connected" instead of "manual". The Performance tab will show the "Insufficient Data" message even if I manually enter a complete transaction history and import historical balance data. Here is…
I am using ^BTCUSD as a ticker to track Bitcoin. The price is incorrect and is reporting approximately $60,000 when it should be closer to $80,000. The price looks correct if I click into actually edit the holding, but the price is incorrect everywhere else. 80,000 USD is approximately 60,000 GBP. Is there a currency…
In Spending Plan → Other Spend view, selecting a subcategory creates an additional bubble with the same category name instead of stopping at the correct level. Steps to reproduce: Open Spending Plan → Other Spend. Select a parent category, such as Kids or Home. Select a displayed subcategory, such as Kids Activities or…
Hello - I got a new iPhone, and went to re-enable the apple wallet. In that process the Apple Savings account and Apple Cash account are now duplicated and the old account is showing an error. Is there a way to link them together?
With the latest Transaction Review feature, we want to hear your feedback! Let us know what you think by commenting below. Here is our announcement with more details:
Breaking out a discussion from the Transaction Review feedback thread: In the transaction register, when filtering transactions by Unreviewed transactions, a blue button appears in the upper right hand corner that says "Mark all as reviewed." Clicking this button has the effect of instantaneously marking all transactions…
We are currently seeing an issue where Desert Financial Credit Union is blocking the current Intuit connection, preventing customers from connecting or updating their accounts in Quicken Simplifi. Customers may receive an FDP-181 / END_USER_CONTACT_FI error. Quicken plans to transition this connection from Intuit to Plaid…
It's not off by much, but I've noticed that balances in my net worth report don't always line up with my market value in the portfolio tab. Is there a lag of some sort?
Have been receiving this error for the last two days. We are unable to connect to HSA Bank at this time. Please try again later. Care Code: FDP-102
The decision to lock the cost basis for some investment accounts if its provided by the institution was not a good product decision. Please reconsider this. Here are a few suggestions which are better than the current behavior: Always allow the cost basis to be editable like it used to be. This worked great and the UI…
Found a discussion in 2024 saying this was completed, but it's not. As an example, I have a savings goal for $1,000/month in 2026 that will complete in December 2026. I started a new one in 2027 for the same reason. My spending plan is reducing the combined $2,000/month, even though the 2026 will not apply. I'm aware you…
As of today, the "desktop" version constantly times out and asks me to re-login. Please allow me to disable this. Let me be responsible for my account security please.
Hello everyone! Here are the issues and features we were able to tackle with the 6.43.0 Web Release, released on October 28th: FIXED: Old transactions missing. FIXED: Display options are unavailable when filters return no data, preventing users from changing settings. FIXED: Spending report graph overlaps amounts and bar…
We are currently seeing an issue where customers can't add Freedom Mortgage accounts in Quicken Simplifi via the Plaid connection. The connection fails during account aggregation, preventing the account from being added. Plaid has confirmed this as a known issue because the integration does not currently support the…
Hello everyone! Here are the issues and features we were able to tackle with the 6.43.0 Mobile Release, released on October 28th: FIXED: Display options are unavailable when filters return no data, preventing users from changing settings. FIXED: Spending report graph overlaps amounts and bar chart on the iPad Web App.…
We are currently seeing an issue where customers are unable to connect their Lowe's Credit Card - MyLowe's Rewards Credit Card in Quicken Simplifi using the Plaid connection. Customers may encounter an INSTITUTION_NOT_RESPONDING error. This is a known issue, and we do not have an ETA for resolution at this time. To be…
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!
Since it’s October, let’s take a little trip down memory lane... What was your first car or motorcycle? Bonus points if it was a little spooky, beat-up, or held together by sheer determination. 😸 Did you love it, hate it, or somehow manage to keep it running forever? And more importantly, was it a spooky nightmare for your…
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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