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!
[UPDATED] 7/15/26: Error when connecting to or reauthorizing all Intuit connections
Join us in The Water Cooler!
I noticed yesterday when an income recurring transaction posts to the checking account, it does not include the excluded option I have selected when setting up the recurring transaction. I specifically selected "Exclude From Spending Plan". After the transaction posted, I had to re-select the exclusion. Anyone else notice…
The account has been sort of working; balance, no transactions. Starting around a month ago I started getting; Account needs attention (Care code: FDP-103) Then… We are unable to connect to E*Trade Bank at this time. Care Code: not.found "Check your credentials". I have, and they work fine opening the E@Trade account. Help.
Hello, the last few weeks, maybe months, when editing (specifically when splitting) a transaction with a lot of splits (15 or so, for paychecks), if the window is left open to long this error appears in a small pinkish box on top of the screen. It doesnt stop the working from happening, it doesnt stop the update to the…
My bank merged with another and I mistakenly closed the old bank account instead of merging it with the new bank. Is there a way to reopen the old account so that I can merge them?
I am having trouble connecting to Optum Bank. I enter the User/PW combo and pin sent, but then I just get a perpetual spinning wheel while waiting for a connection. Does anyone know what the malfunction is?
was requested to reauth - all other accts are ok. Tried and at end of process received error screen -, [edited image to reduce size]
This may be a duplicate question and Natalie may have responded to this last but since I can't find her response, here goes. Earlier this year (I think it was) Discover did something to where they presented a new name (Discover IT) to Simplifi that Simplifi uses as an Account name. This has complicated things for me. when…
Transaction dates are included on Income and Spending reports, but not on the Tax report. It would be helpful to have that info included on the Tax report. Thanks.
I recieved an email that stated the connection issues have been resolved for Prudential. I have been trying to log in and nothing is working for me. My user name and password is correct. We are unable to connect to Prudential Financial Investor Annuities at this time. Care Code: not.found Now what?
Starting on June 26th, I am unable to connect to my accounts again. The security verification is not working. I am not receiving a text code. I have no issues logging into Raymond James Financial's website. Advice on how to fix this issue please and thank you.
I think it'd be smarter to put the AI Button in the top right menu bar along with the other options so it isn't blocking anything in the bottom right corner. For instance, I can't see what this number is in the bottom right. Not ideal! haha
Has anyone had this issue. Some months it will be blue and others red. Ask Assist told me that my balance is -0.000000000000369 and that is why it is showing red. How is that even possible. Anyone else?
Yesterday I was informed for the first time that the Watchlist feature does not work if a user has over 200 active accounts in Simplifi. Putting aside the unacceptable fact that it has taken Quicken support nearly three years to figure out this simple explanation for why my Watchlists have not been working ever since I…
We are currently seeing an issue with the OAuth API banks returning errors when adding, updating, or reauthorizing accounts 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…
I just renewed my subscription to Simplifi this week.all information and preferences were still there with the exception of my TIAA account. Whenever I tried to update the account I get a FDP-105 error. Does anyone else receive the same error?
i have 4 accounts with altruist that i track in simplifi. one seems to be updating, the other three are showing a zero balance. the error code appears to be QCS-0500. this has been going on for about a week now.
I understand that the current design is for Projected Cash Flow to include recurring Bill, Subscription, and Income reminders, future-dated transactions, and expected refunds. My suggestion is not based on a misunderstanding of how it currently works, but rather on how it could more accurately represent available cash.…
Hello everyone! Here are the issues and features we were able to tackle with the 6.28.0 Web Release, released July 15th: FIXED: Persistent "An error occurred. Please try again." message. FIXED: User unable to delete tags. FIXED: The icon in the average spending box of Planned Spend expenses doesn't respect light/dark mode.…
Hello everyone! Here are the issues and features we were able to tackle with the 6.28.0 Mobile Release, released July 15th: FIXED: Persistent "An error occurred. Please try again." message. FIXED: Account legend is not visible in the Spending and Income reports. FIXED: The 'Close' button is cut off in the View Sample…
We are currently seeing an issue with Partners FCU returning a code 401/"invalid_client" message in Quicken Simplifi when attempting to add their accounts. 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…
With this upcoming weekend, we finally get to celebrate the 4th of July! I plan to barbecue with my family and see some cool fireworks light up the sky. I just have to make sure I don't go overboard with my expenses, of course! What about you? What are your plans this 4th of July weekend, and how do you plan for the…
Getting the Most Out of AI Suggested Answers in Our Community We know that when you have a question, you want an answer quickly. While our community thrives on real member engagement and human connection, we also recognize that sometimes questions don't get a response as quickly as you need. That's where the AI Suggested…
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!
