Discover tips, workflows and community insights to help you master Quicken Simplifi at its best.
Feel free to introduce yourself and post any questions or feedback regarding the Community here!
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!
NEW 10/16/26: Recurring series reminders do not appear in reminder lists
Join us in The Water Cooler!
Last year my Simplifi subscription lapsed for a couple of weeks and I then renewed under the same account. Now I'm seeing a strange behavior - the Spending Report is tallying the transactions for the first portion of the year, then when clicking on the details, it shows only the transactions from the second portion of the…
The bank, aggregator, or Simplifi system sometimes create mysteriously misnamed Payees and miscategorize transactions. Simplifi could help users by adding a global option to replace the incoming Payee field with the 'Appears on your statement as' field. The later field often provides critical context for the transaction.
We fund a pair of Health Savings Accounts administered by Fidelity through monthly transfers from our primary checking account for which we have created recurring Bills in Simplify. The net effect is a pair of monthly transfers - from Checking to HSA1 and Checking to HSA2. Should I be excluding either or both sides of each…
Having the 'Mark as Paid' option on a reminder is really helpful. However, I noticed that if I mark a reminder from a series as paid, the transaction doesn't have the ability to get unlinked to the series. The 'Unlink' option is greyed out. Is there any particular reason for this? I would like to be able to unlink…
How or where can I submit an enhancement. For example, the only place that I can add a "budget-like" amount is in a Watchlist. But there is no way to run a report of "Watchlist to Actual" Report to see the variances on the Income & Expense report each month.
Request: I’d like to see a consolidated Cash Flow Projection that displays the combined projected balance across all selected accounts in a single line graph. Currently, Quicken Simplifi displays a separate cash flow projection graph for each individual account selected. To understand my overall projected financial…
This discussion has been merged.
While reconciling transactions to my bank statements, I sometimes get this box. At that exact moment, I have a decision to make. If I make the right decision, all is well. If I make the wrong decision, it can lead to multiple minutes of cleanup later on. I've had problems both when I click Link and when I don't click Link.…
Any update on the progress of resolving the CIT Bank connectivity issue?
This new "feature" now means that when I click on the Credit section in the left pane instead of the list of All Transactions I now get the Transactions Summary tab which is completely useless to me. So now I need to take an EXTRA step to see the list of All transactions. I should be able to turn this Summary tab off so…
I have a subscription to a home food delivery service every week. The transaction is a recurring transaction and appears in my Bills section of Spending Plan. I canceled food delivery for this week only. How do I remove this 1 incidence from the spending plan without deleting all the others, past or future? Thanks for your…
Since comments are turned off in the alert, I wanted to instead post a new discussion and request that Quicken continue to prioritize resolving this issue and working to provide an estimated time of resolution ASAP. Thank you. NEW 10/16/26: Discover card returns an FDP-101 Coach AldairadminOct 16, 2026Updated Oct 16, 2026…
I was able to connect my Wex FSA card as Discovery Benefits. The connection seems stable and the total available to spend updates correctly. However, none of my transactions are synced, so I can't categorize them and include them in my spending.
When I try to create a recurring transaction on iPad Pro, the keypad for the amount field is unusable, it briefly appears then disappears, and cannot be brought back up. This screams of a development environment where they only tested with a keyboard. See:
Hello, Starting about 2 weeks ago, my 4 Raymond James accounts stopped syncing. I tried clicking the "try again" button over the course of several days with no success and recently tried resetting the connection and now get an FDP-102 error. Would someone be able to assist me with how to reconnect this?
There is no connection to Imprint. I saw a discussion back in May that Simplifi was looking to add this credit card provider, but it still hasn't been done. What can we do to push this through?
We are currently investigating an issue in Quicken Simplifi where reminders from a recurring series do not appear in the Reminders section of the Bills & Income page or in the Upcoming Reminders carousel on the Transactions page. This issue has been escalated internally, though we do not have an ETA at this time. To be…
We are currently seeing an issue affecting Discover card accounts in Quicken Simplifi. Our teams are already working to resolve the issue, 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…
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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.41.0 and 6.41.1 Web Releases, released on October 14th & 15th: FIXED: Transaction list does not fully render after navigating from Reports back to Transactions. FIXED: Transactions page shows only newly created manual transactions after…
Hello everyone! Here are the issues and features we were able to tackle with the 6.41.0 Mobile Release, released on October 14th: FIXED: The Taxes Report displays only one year, even when multiple years are selected in the date range. FIXED: Crash while making large splits. FIXED: Android keyboard persists across screens…
We are currently seeing an issue with Keys Federal Credit Union returning FDP-102 and FDP-103 errors 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…
We are currently seeing an issue where transactions are missing with Bank of America 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…
Want to see how your finances have changed over time? Comparison Reports are now available on web and mobile! With the new Compare option, you can compare the current report period against another period to see how your income and spending have changed. You can choose from: Prior year — Compare your current date range with…
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…
Congrats to our most Active Monthly Users!
