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Just tried mobile reports today for Income and Expenses on iPhone. When selecting current month or last month, the bar chart is totally compressed and unreadable. Switching to last 3 months date range, its very readable. Not a huge issue to me but wanted to report it
This discussion was created from comments split from: Still receiving bill connect email notifications after cancellation and dataset deletion (edited).
Bank of America will begin its migration to a new API platform starting today, 2/24/26. This will affect users in waves, meaning not all users of Bank of America-affiliated Financial Institutions (FIs) will be affected at once. The list of affected financial institutions is: Barnes & Noble BOA FIA Card Services World…
We are currently seeing reports of customers receiving a “User Not Eligible” error when attempting to connect or reauthorize their Bank of America accounts in Quicken Simplifi. This error most commonly occurs when the Bank of America account is accessible by multiple members (such as joint accounts), and the person…
I found that this was also reported in Jan 2025 by someone, but they didn't respond with more details when asked. This is how it looks to me: Simplifi CSV Import — Category with "/" Not Recognized When importing a CSV transaction where the Category field contains a / character (e.g., Services:Professional/Business),…
I love the ability to split transactions (it's a "must have" feature for me!) and the ability to separately tag portions of a split transactions is great. But Simplifi would be improved if the split portions of a transaction were treated as separate transactions. Even if they appeared as a single transaction when viewed in…
I think it would be great if we could add our planned spending categories to our monthly cash flow. I think a lot of people know how much they will spend per week on groceries and gas etc. and it would greatly help us understand our weekly and monthly cash flow better. Thanks for considering.
Either you try to enter a recurring expense or a manual transaction due over one year from, it is impossible. Simplifi is blocked for entries over one year. This is a nonsense. Why limit entries to one year. So if the recurring expense starts on May-13-2026 for monthly payments, the last month which happens on…
This probably doesn't technically qualify as a bug, but it definitely is either an unintended consequence of some other change, or an outright mistake, or just a bad decision by someone messing around with the UI. The account list used to be one line per account, and was much easier to use. Now it's about an inch wide on…
I'm hoping I post this in right place, but yeah... There should be a way to put a note in an account, as there is in the Quicken software, that you can easily access when clicking that account...up at the top near the account name. Doesn't have to be a huge text field, and perhaps it's a drop-down that must be clicked. An…
Is there a way to see at the end of each transaction line the cumulative balance after each entry as we have in MS Money. We can only see the balance in the top right hand corner of the screen but not at the end of each line entered or what was the balance after a certain entry. Also the transaction entry screen does not…
This discussion was created from comments split from: Split transactions should be treated as separate transactions (2 Merged Votes).
I chatted with a rep about the no-date issue in that report. He's going to forward it on to some committee. The Report: Taxes is a great report but it would be enhanced for us users by adding (programming in) the date column.
This discussion was created from comments split from: QBP: Ability to duplicate an Invoice, or save a template (edited).
We’ve made an update to improve navigation and help you access key actions more quickly in the Web App! This enhancement is currently available in Early Access. The Notifications, Help Center, Settings, and Profile menu options have been moved to the top-right corner of the screen. These options will now remain visible as…
My Checking, Savings, cash & credit all show zero in net worth reports, only on manual accounts. Re-sync does nothing.
We’ve introduced Credit Card Details, a new enhancement that makes it easier to stay on top of your credit card activity—all in one place! This feature is now available in Early Access on both the Web and Mobile Apps. When viewing a credit card from the transaction page, you can now quickly see key details such as:…
Hello everyone! Here are the issues and features we were able to tackle with the 6.11.0 Web Release, released March 17th: FIXED: Copy/paste into the Contains field in transaction rules does not retain all keywords. FIXED: Page crash after deleting a recurring series linked to a biller. FIXED: When editing the account…
Hey everyone! Let's talk about balancing our financial goals with the things we do for fun. How do you budget for your favorite hobbies, collections, or entertainment? I like to treat my hobby spending as its own dedicated category in my Quicken Simplifi Spending Plan. I make sure to carve out a specific "fun fund" each…
We’re excited to announce that Quicken Simplifi now integrates with Kelley Blue Book! This new feature lets you link your vehicle asset accounts to Kelley Blue Book so you can automatically track your automobile’s value as part of your net worth—without manually updating it each month. The Kelley Blue Book integration is…
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…
[ONGOING] 2/20/26: HealthEquity returns an FDP-108 error
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