Discover tips, workflows and community insights to help you master Quicken Simplifi at its best.
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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 9/15/26: America First Credit Union FDP-7500 / CP_SERVER_ERROR / Account Error
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The ability to filter by follow-up flag was removed from reports recently, I think it should be brought back. I have been relying on this feature to conduct my regularly financial reviews and now there is no way to conduct the same review effectively. I can use the Reviewed/Not Reviewed filter (under Advanced filter…
Since Sept 1, I've had problems with pending transactions in the mobile app only. When they move to cleared, a blank field is left behind. Could this issue be addressed? I worked with a rep yesterday about this. He showed me how to clear data, uninstall, and reinstall to clear those fields. However, it's still happening…
The new Expense Receipts feature is nice, but I feel like we should be able to edit the details after the upload and automated detection process completes. I find myself wanting to tweak the name and description of receipts but am unable to do so. The automatic details are close, but sometimes a little manual editing is…
I believe a lot of Canadian users orphaned by Mint (like myself) need to have more Canadian institutions/banks on the list. Quicken, please give some priority to the Canadian banks! Thanks https://www.ctfs.com/content/ctfs/en.html [added URL]
There are multiple posts regarding this issue which have been closed; however, this issue has NOT been resolved. Attempts to add accounts with Manulife Bank result in the following error: "You have already added all your accounts." I share the frustration of the other users also impacted by this issue; it would be…
I think it would be helpful if the transactions list had a little icon next to manual transactions. Currently the only way to know if a transaction was downloaded from the bank or not is to open the transaction and check for the "Appears on your [BANK NAME] statement as" banner at the top.
I would like to recommend that icons be added to the transaction types linked (chain link), a deposit (dollar bill), a downloaded transaction (a download arrow). The use of these icons will provide the user with a quick, easy, and straightforward way to identify the transaction. Also, when a transaction is to change the…
We’re excited to introduce a new Source column in the Transaction List, now available in Early Access for Personal customers! 🎉 This optional column gives you a quick look at where each transaction came from and its current status, including: Source: Download, Manual, or Series Match status: Whether the transaction has…
I noticed today that while I added images for recurring billers on the web browser, these images are not syncing with my ipad and iphone app. In essence I would need to add all of them on each device.
We’d love to hear from you! Try out Expense Receipts and let us know: How are you using receipts to manage your business expenses today? Does this feature help simplify your workflow? What improvements or enhancements would make this even more useful? Share your feedback below! Here is the announcement with more details:
Why? How could this be? There was a post on this in 2019 and still no updates or improvements?
the iOS app and the web app has been getting slower and slower. It’s almost unusable. Please give some effort is optimizing the code so it’s not so slow
Somebody needs to figure this out. It's been several weeks now and is very frustrating. I will NOT be renewing my subscription to Simplifi if this isn't fixed soon.
Suggestion to add a monthly option for billing over annually. it is easier to budget and that is what this app is all about. Please add this idea.
Hello! This is a long post so I appreciate anyone who spends the time reading. I'm having a bit of a crisis with split bills and I'm reaching out to the community to try and crowdsource a solution. Me and my spouse use Splitwise to keep track of shared expenses in the home. This includes rent payments, utilities, car…
We are currently seeing an issue with U.S. Bank returning an FDP-105 / FI_WEBSITE_UNAVAILABLE error 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…
I keep getting this pop-up while on my laptop: I have pressed don't show again. It's popped up about 10 times in my 5 minute session (sorry make the 11 because it just popped up again). It's gotta stop.
Hello everyone! Here are the issues and features we were able to tackle with the 6.37.0 Web Release, released on September 16th: FIXED: Investments Performance chart briefly displays data before showing "Not enough data available" for a single-day date range. FIXED: Quicken Assist Chat fails to find transactions when…
Hello everyone! Here are the issues and features we were able to tackle with the 6.37.0 Mobile Release, released on September 16th: FIXED: Able to double-tap "Help" from the Navigation and Profile menus, which opens multiple instances of the help page. FIXED: Quicken Assist Chat fails to find transactions when searching by…
We are currently seeing slowness and freezing in the Quicken Simplifi mobile app when navigating, reviewing transactions, and updating transactions. 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…
Want to keep an eye on your spending during a specific period? You can now set a time range for your Watchlists! When creating or editing a Watchlist, turn on the Time range toggle to add a Start date and End date. Choose the dates you want to track, and your Watchlist will focus on spending within that timeframe. The…
When I get up in the morning, I like to have a cup of decaf coffee or tea. I like the flavor, but I can't have too much caffeine. What beverage do you like to drink when you wake up?
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…
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