Welcome to your community
Feel free to introduce yourself and post any questions or feedback regarding the Community here!
We'll post announcements regarding Quicken Simplifi and 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.
Just hit a new goal? Tell us how Quicken Simplifi helped!
Post your feedback and feature requests here!
Here, you can post your questions about using Quicken Simplifi!
Join the discussion in December's Community Meetup Newsletter!
Join us in The Water Cooler!
I have a manual account for which the balance is zero. It's a liability account. The total does not match the manual entires any longer. Re-sync balances doesn't work and I don't want to delete and re-add because I would need to manually add two years worth of transactions again.
I’m attempting to connect my Stash account for ongoing, permanent use and consistently receive Error 102, which prevents successful connection. I’ve already tried all recommended troubleshooting steps: Multiple browsers Incognito/private tabs Different connection attempts and times Notably, Stash does send the verification…
I've noticed that whenever I initiate a transfer from another bank into my Apple Savings account, the balance drops to the dollar value of the amount being transferred instead of reflecting the actual current balance. It eventually resolves once the transaction gets settled, but I'd like it to not do that. :)
I have a credit card transfer reminder set up for every 2 weeks. This credit card is purposely not connected. In the last two months, this reminder has jumped ahead. For example, a few days ago, the next reminder was for January 5th. As of December 27, this reminder is no longer there and jumped to January 19th. This has…
I'd like to request that OneFinance be added to the supported banks list. https://www.onepay.com/ [added URL]
This discussion has been merged.
Is anyone else having problems connecting to Specialized Loan Servicing? I had my mortgage connected and now it will not connect again.
The Quicken Simplifi Web App is receiving an update to the transaction list. Let us know of any issues you experience or any additional suggestions you may have by leaving a comment below! Our announcement for this enhancement can be found here:…
Hi, I received the notification that the Freedom Mortgage connection was fixed and was no longer showing a positive balance. I reset my account and it was showing a $0 balance instead. I then deleted and re-added the account and it is still showing a $0 balance.
Where's the ETA on fixing this? It's been several months now!
There should be a simpler way for transfers from business to personal accounts to show as Income in the Spending Plan. Right now, QBP will automatically link the transfer between the two accounts, and if you select to unhide it in the Spending Plan on the personal side, it shows up in the Bills section instead of the…
I've been following this issue for a while, I believe (though, i'll try again if suggested) I have tried disconnecting (make manual) and reconnecting the account with the same result. New transactions always download as pending Many, but not all, of those pending transactions never "clear" themselves. Here's an example…
I search for “7.00” and get 1,490 hits including things like 57.00, which sort of makes sense, but also any transaction in it with a 7 anywhere in it. So 213.70, 678.60, 213.37, etc. In short, search doesn’t work. [edited image to reduce size]
Something is out of sync with my manual investment account. When I look at the accounts list and then go to the detail, it has 2 different balances. Can someone explain why? This just started happening on 2/25/2026. On the Dashboard: On the account detail:
We are currently seeing an issue with American Express returning a $0 balance 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…
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 an issue with The Golden 1 Credit Union returning an FDP-163 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…
We are currently seeing an issue with Forum Credit Union - Bus returning an FDP-2102 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…
We are currently seeing an issue with US Bank Brokerage accounts not downloading transactions in Quicken Simplifi. This issue started on Feb 17th and is expected to be resolved sometime between Feb 27th and March 3rd. Per US Bank, if customers have any questions or concerns about this outage, they should contact US Bank.…
Hello everyone! Here are the issues and features we were able to tackle with the 6.7.0 and 6.7.1 Web Releases, released February 18th & 19th: FIXED: Sign-in widget in Safari enters an endless spinner loop when the user's session times out. FIXED: Various fixes for Net Worth (Early Access). FIXED: Various fixes for Privacy…
We are currently seeing an issue with HealthEquity returning an FDP-108 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…
In the spirit of Valentine’s Day, let’s show a little love to ourselves. 💙 What’s one money habit you love about yourself? I’ll go first! One money habit I love about myself is saving. When I have extra money, I tend to think of it as something to tuck away rather than spend. I don’t always have a specific goal in mind,…
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 2/20/26: HealthEquity returns an FDP-108 error
Congrats to our most Active Monthly Users!
