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This discussion was created from comments split from: Split transactions should be treated as separate transactions (2 Merged Votes).
There was a previous post here asking how to save for bills that are due less frequently than once a month. The best example is auto insurance, which is a large bill that hits semi-annually or annually. The workaround was to use a Savings Goal that you could manually add to and pull from on the month that the bill was due.…
Hello all, I’m getting married in about 6 months. My fiancée has used Simplifi in the past (though not as extensively as I have). We recently purchased a home, and I know we’ll both want to view finances together and stay aligned on budgeting, etc. I haven’t tested this yet or made any changes, but I’m looking for…
I really appreciate that QS has added the ability to view Notes in Watchlists and Reports BUT I'd really like the Notes to remain "checked" on as the currently, when I go to another area in QS and come back to Reports or Watchlists, the Notes box is "unchecked" Thanks
We’re excited to announce that Quicken Assist Chat is now available for 60% of Early Access Basic subscribers on both the Web and Mobile apps! Quicken Assist Chat is an in-product AI chat experience designed to help you understand your finances, explore insights, and complete tasks more efficiently—all by asking questions…
Hello everyone! Here are the issues and features we were able to tackle with the 6.12.0 Web Release, released March 25th: FIXED: Deleting a Recurring Series from the Edit Series modal does not generate a confirmation prompt. FIXED: Cash placeholder icon is using the incorrect background color. FIXED: Incorrect top and…
I have some land that I track the value of manually. I updated the opening balance and now it shows the value as negative despite the fact that the entry is positive.
I updated on my pc this morning and the result was that some of my accounts are corrupted. I have some year end balance adjustments to my brokerage account that have been showing as 'pending'. Now they are 'pending' in my checking account. On my phone the account balances seem to be correct but the total/net-worth is…
Hello everyone! Here are the issues and features we were able to tackle with the 6.12.0 Mobile Release, released March 25th: FIXED: Searching transactions by payee fails when the payee name begins with a number. FIXED: "Add with Zillow instead" option is missing when adding a manual real estate account. FIXED: The re-sync…
Every month about a week before a recurring deposit (income) is about to occur quicken drops the reminder from the checking account and so it looks like I'll be overdrawn that week or later. This has started happening in the past few months. Simplifi is starting to remind me of the buggiest software I used in the past,…
At the top of the list when looking at one account, it will tell you the last day/time it was updated. I would suggest that when looking at All Accounts, it should show me the last time all accounts were updated (ie: the last time/date of a full refresh). I would also want the same date/time to show if just looking at…
why do i have asterisks where the amount (in numbers) goes? I have tried expanding collapsing, full screen and window, latest update applied etc.
I have used Quicken for over 20 years. I got away from it for about the past 2 years. Now I get a message my subscription is expired. I also saw something about Simplify. I think I signed up for it but I don't know what it is or how to use it. I need a lot of help with it.
This seems like a new issue in the past few weeks. Is this a known problem? We are unable to connect to Space Coast Credit Union at this time. Please try again later.Care Code: to.100
Can you please provide an update on adding the Business account login portal so that Business accounts can be added to Quicken Simply? I am not having issues with the PERSONAL portal, but there is no available login for the business account section, which is a separate login portal with separate credentials. After I added…
Is there any way to generate a cash flow report of the bills, income, etc that shows the detail that would be in the cash flow chart/diagram? Currently , i see you can only generate a historical view and breakdown of past spending. I want to see the same for future so that i can export to a sheet to look at. At this point,…
This discussion was created from comments split from: "You have already added all your accounts" message with Voya Financial.
This discussion was created from comments split from: My history with Quicken.
We are currently seeing an issue with American Express returning an FDP-101 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're experiencing this…
We’ve introduced Credit Card Details, a new enhancement that makes it easier to stay on top of your credit card activity—all in one place! This feature is now available in Early Access on both the Web and Mobile Apps. When viewing a credit card from the transaction page, you can now quickly see key details such as:…
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…
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’ve made an update to improve navigation and help you access key actions more quickly in the Web App! This enhancement is currently available in Early Access. The Notifications, Help Center, Settings, and Profile menu options have been moved to the top-right corner of the screen. These options will now remain visible as…
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…
[ONGOING] 3/4/26: The Golden 1 Credit Union returns an FDP-105 error
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