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Savings goals won't update the target date or allow me to turn it off. The ahead or behind tracker is also incorrect and won't reset or calculate correctly.
Hi Simplifi team, Can we add a “Duplicate” action to the three‑dot (•••) menu on each transaction in the Transactions list and transaction detail? The menu item label: “Duplicate” (or “Copy/Duplicate”). When selected, it opens a new transaction form pre-filled with the original transaction’s: payee, date, amount, account,…
I came from MS Money, and I feel like I'm going backwards. No calculator in split category amounts When I collapse a category or sidebar, it doesn't stay collapsed. As soon as I edit a transaction, everything defaults back to expanded view - very annoying No debt payoff calculator The web page is wider than my screen, and…
Not only will Simplifi not connect to Walmart OnePay, but neither OnePay, nor Synchrony will allow CSV downloads of their transactions. After converting PDF statements into CSVs, Simplifi NOW won't upload transactions via CSV. The human chat assistant incompetently bumbled around for an hour, sending me 2 CSV files of XML…
I am fairly new and joined Simplifi in late December. Our Capital Group American Funds accounts connected easily and have worked well until the last couple of weeks. I have searched and I have found issues in the past from 2024 and the last one in March 2025. Are others having issues currently? Or does anyone have any tips…
I have a pixel 10 phone and a pixel tablet. Both devices on the app side are restricted on taking screenshots. Hopefully this reaches the app developer. Here are two articles that blame the app developer for this issue. There is a workaround. I can take screenshots all day long using quicken simplifi on a web browser. So…
The Pending transactions are now showing up in Simplifi, but the amounts are not being calculated against the Bank of America Balance.
A portion of the detail view extends off the screen to the right. It's still functional but looks bad. part of the word "Split" is missing and the "Cleared" portion of the toggle extends beyond its shaded background container. The problem seems to be that the label text in both cases is just too long to leave space for the…
Please put rules back on the transactions under the payee where it used to be. They are useless as is.
I have cancelled my subscription and had my data deleted, but I am still getting the notification emails.
Title: Add Split Category Support to Recurring Transactions Hello Simplifi Community, I'm a longtime Quicken Classic for Mac (Business & Personal) user who has been exploring Simplifi, and I'd like to add my voice to the growing request for split categories in recurring transactions. In Quicken Classic, I have a recurring…
On my bank account connected by Plaid 1. Enter a few transactions manually - set to pending 2. those transactions clear the bank account 3. Quicken updates the balance but doesn't get the transactions so things get double-counted 4. This triggers a negative balance alert which shows as negative on the website (in red text)…
RSU income is extremely common in the tech sector, unfortunately today the way Quicken handles this is atrocious- the transactions show as "buy" or "sell", destroying reporting, causing issues when trying to track taxes paid, making it impossible to track a large chunk of income, and just generally making the experience…
Hello everyone! Here are the issues and features we were able to tackle with the 6.10.0 Web Release, released March 11th: FIXED: “Oops! Something Went Wrong” error when accessing reports. FIXED: Fixes/enhancements for the new Transaction List. FIXED: Fixes/enhancements for Privacy Mode (Early Access).…
Hello everyone! Here are the issues and features we were able to tackle with the 6.10.0 Mobile Release, released March 10th: FIXED: Error when tapping outside the subscription dialog or tapping the close button during the upgrade flow on iPhone. FIXED: Unable to resolve the "transaction needs your attention" notification…
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…
We are currently seeing an issue with Manulife Bank of Canada returning a "You have already added all your accounts" 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…
We are currently seeing an issue with Barclays returning an FDP-105 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 automatically…
We are currently seeing an issue with Schools First FCU returning an FDP-106 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…
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…
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…
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 3/5/26: Pending transactions are delayed in impacting the balance for connected accounts
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