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UPDATED 8/31/26: CIT Bank returning FDP-101, FDP-102, and FDP-105 errors
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worked with ai on it, here is where it ended. I can’t open a support case directly from chat. Please contact Simplifi Support and include this summary: In August 2026, the transaction St Timothy Roman Catholic Chur Bill Payment on August 10, 2026 for -$xx is categorized as Charity & Donations. It appears in spending…
Other than archiving, does QBP support the ability to delete a previously-created client and associated invoices? I ask because QBP is reporting anomalous data that is causing the overall reporting and accounting information not to reconcile properly. Fortunately, this is a consulting client whose interactions have been…
Greetings, Please consider adding the ability to split categories in Rules. Right now, it's just this with just one category... In my case, I'd like to create a rule for "State Farm" that whenever it's downloaded, it automatically does this split: Rename State Farm, Inc. to State Farm and auto categorize it as a split…
I have been using Quicken Simplifi for a few years, and I have been happy with it. I do have one comment that I would like to make about the layout of the transaction view when viewing on a PC web browser. In this screen shot of the transaction view, I have drawn an upper and lower red box — the upper box is screen real…
I saw the new dashboard and updates from a popup in Simplifi weeks ago. I went to reports and when I returned to the dashboard it was the old one and I have not been able to view the new one. I have toggle early access empty cash and try several fixes not of which works. How can I get access to the early access features
This relates to Simplifi on a computer. I've never noticed anything unexpected with mobile. As is, the scrolling seems really un-intuitive. I've noticed this for a few months now. Unfortunatly, it was recently cited as a factor for a user to leave, so I know others are affected too. Current Scrolling Behavior: Blue -…
I really liked when you added the customize dashboard functionality. I don't use Net Worth, Spending Plan, Savings Goals, Planning Tools or Investments on the main menu. I'd love to be able to hide them.
When a transaction is split, Simplifi allows each split to have its own category, tags, Client/Project, amount, and note. However, the note entered for an individual split does not appear in Spending Reports. The Notes column is blank for those split transactions, even though the split-level note displays correctly in the…
I receive transactions via a Stripe Account and can split, categorize, tag, etc…. but when I try to create a rule, the Stripe Account does not show in the list of Accounts that the rule could apply to. (I want to limit the rule to just the Stripe account)
I would love the ability to add multiple categories to any one (1) Planned Spending expense under the Spending Plan...similar to the way you can do it with the Watchlist. For example, I have these category groupings and each one has multiple subcategories. I'd like to tie the top two (2) to this one (1) Planned Spending…
PLEASE ADD
Hope all of you are enjoying a well deserved weekend. I have nothing but respect for people who get up every morning and head off to work to keep our country (world) going strong. And for those who must work anyhow this weekend, thank you for doing it! So many jobs today require working on holidays. Enjoy your long weekend…
Is annual retirement income assumed to be net or gross? Does Simplifi stop adding contributions after the defined retirement age?
I'd like to add my daughter with her own Quicken account. Is there a cost savings adding through mine? I do want her to have her own bank connections and login separate from mine.
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?
Hello everyone! Here are the issues and features we were able to tackle with the 6.35.0 Web Release, released on September 2nd: FIXED: Incorrect display for investment transactions in bank accounts. FIXED: Unable to remove an existing series logo using the trash icon. FIXED: Quicken Assist header overlaps summary content…
Hello everyone! Here are the issues and features we were able to tackle with the 6.35.0 Mobile Release, released on September 1st: FIXED: The "Create" button is not disabled for the one-time Planned Spend modal. FIXED: Credit Score setup fails. FIXED: App becomes unresponsive when opening the navigation menu during initial…
We are currently seeing an issue with Comerica Bank returning an FDP-106 error in Quicken Simplifi [or whatever the issue is]. This has been escalated internally, though we do not have an ETA at this time. If you would like to be automatically notified of any updates regarding this issue, please "bookmark" this Alert by…
Transaction Detail is getting a new look on the web! When you add or edit a transaction in Quicken Simplifi or Quicken Business & Personal, Transaction Detail will now open in a drawer on the right side of the screen rather than as a pop-up window. While building the new Transaction Detail experience, we noticed the…
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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