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Desktop: An error has occurred. Please try again. Logged out and now can't login, it just loops through MFA and then back to login screen. Android App: Opens but does not update. Afraid to logout.
I moved a Truist investment to Truist checking. It is showing as personal income. When I try to make it a transfer there is no transfer record to match, About the only information Truist gives Simplifi is the total of all my investments. When I got to the investment and try to create a transfer, that option is not…
It's common with tax loss harvesting to sell all A to replace with B. When you do this, the balance history of yesterday gets deleted, as if you didn't hold A at all. This can be fixed manually by importing CSV history, which is a bit tedious since I have to calculate the total balance using yesterday's prices.
Please support displaying all categories on the Spending by Category report. Use case: I want to show my wife a breakdown of our spending for a given time period. Right now, the report is limited to the top 9 categories plus an "everything else" line item. I can click on it to drill down, but that makes the report not very…
Here are my transactions from my Optum FSA account: On Simplify, it's only accurate up to 5/2/2025. After that, it's all messed up: Please help
My existing connection to CalSTRS has not updated for nearly six months. It gives an error of: We are unable to connect to California State Teachers Retirement at this time. Care Code: FDP-101 I believe this is related to CalSTRS changing the domain of their interface to my.calstrs.com which is different from the old one.…
This makes more sense for the Spending Plan. When people spend money from their budget, they're not thinking about the date it'll eventually post to their account. They're thinking about the day they actually initiate the transaction. This is especially an issue when transactions carry over into a new month. For example,…
Previously I would see pending transactions at the top and then cleared below. I am no longer seeing pending transactions. And yes, I have balance with pending selected.
It's very helpful to see the total amount spent on a calendar view. Lots of others companies show this. Why not simplify? It allows you to easily see your weekends and days in a meaningful way. There should be a Calendar View for expenses/transactions like in other apps, but instead there is only a pie view and bar graph…
Balances in Simplifi are either not updating at all or being very laggy to update. I noticed that when adding manual transactions to an account that the balance wouldn't update immediately. It would sometimes update randomly after some period of time, but it never reflected the correct balance. In the past, when I've added…
I like to budget based on category. I set an amount to spend on eating out, which can get out of hand if I dont closely monitor it. A widget would make tracking this massively easier. I've seen other budgeting apps integrate this, which honestly makes me consider switching. Simplifi needs this feature.
This is quite possibly the most confusing system I have ever used. I have used a lot of other budgeting systems and currently use Quickbooks for my business, so I don't feel that I am inept at learning this system. HOWEVER, I have items in my planned spend that linked to transactions in Jan. and then all of a sudden in…
I have used Quicken Desktop version for about 30 years. I would like to switch to Simplifi, but I cannot figure out how to save my customized report configurations. Before I can switch to Simplifi I need to be able to configure reports and then save the report so that I can run that same report again in the future.
I just updated my APCU/CenterParc password after the site was recently updated, forcing a password reset. Afterwards, this is all I know about it not connecting:
Please either let people choose, or enable for everyone the most accurate tracking that is based on banks Transaction-Purchase dates and not Posted dates. Many people seems not to know, why need it? Example, person spent $5000 on December, 29, 2024, it will be shown within App for 2025 annual and for January 2025 month.…
Hello everyone! Here are the issues and features we were able to tackle with the 6.9.0 Web Release, released March 4th: FIXED: In Show Split Items mode (Transaction List), show the parent note and the split note. FIXED: The "Re-sync balance" option is visible for closed accounts. FIXED: Unable to resolve the "transaction…
We are currently seeing an issue in Quicken Simplifi where pending transactions entered into a connected account that is set to ‘Balance with pending’ are no longer immediately impacting the balance. This applies to both manually entered and downloaded pending transactions in the connected account. Users are reporting that…
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 are currently seeing an issue with The Golden 1 Credit Union returning an FDP-105 error in Quicken Simplifi. This is due to the financial institution performing scheduled maintenance. We recommend trying again at a later time. If you would like to be automatically notified of any updates regarding this issue, please…
We are currently seeing an issue with multiple financial institutions returning an FDP-101 error in Quicken Simplifi. At this time, the list of affected FIs includes: Ameris Bank - GA Bank of Hawaii MidFirst Bank CIT Bank EverBank Consumer Oriental Bank Security Service FCU This is a known issue that we are working to…
We are currently seeing an issue with CIT Bank returning a CP_SCRIPT_ERROR 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…
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…
We are currently seeing an issue with Rocket Mortgage where Mr. Cooper accounts are showing as paid off ($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…
With Early Access enabled, Web App users will see a new “Beta” toggle in the Reports section. Turning this on unlocks more robust versions of the following Reports: Spending Income Savings Net Worth What's New These Reports now follow the same layout as the current Income & Expense and Taxes Reports (and Profit & Loss for…
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…
NEW 3/5/26: Pending transactions are delayed in impacting the balance for connected accounts
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