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My dogs woke me up early (5am) so I figured I would get a jump start on the day and check in with Simplify. It ran the standard account sync when opened so I jumped in looking at my spending categories. I noticed that charges on my bank account yesterday were not included in the sync results so I dug in a bit. Summary,…
A couple days ago my entire Spending Plan reset. All information lost, and the app showed the “Setup” button in the Spending Plan section And now earlier this evening my Income and Bills section in the Spending Plan reset. Chatting with support was useless. They basically told me to take a picture after I get it setup as…
In March, I manually added a checking transaction for $0 to note a Voided check number. It's been listed as Pending since 3-17. Is there a way to list a check number as voided without having it Pending forever? Thanks
Several suggestions. Cash forecasting is such a key feature its a shame its so hidden under Bills and Income. Instead Link to launch Cash Flow directly off of Spending Plan or its own main menu. I constantly find myself toggling between both features but need several clicks each time/ Make Cash flow account defaults…
Based on other posts (Wealthsimple [connectivity] works again — Simplifi) and my own testing, Wealthsimple connectivity in Simplifi does work—but only to a certain extent. A couple of limitations I noticed: It only connects investment accounts, not chequing or credit cards (which are key for budgeting). The login prompt…
Apple Card integration is only brining in the short transaction description for the appears on your Apple Card statement as. Example: Apple Card “shown on statement as”: exxon honey farms #xyz Apple Card transaction description: Honey Farms Simplifi “appears on your Apple Card statement as”: Honey Farms [edited images to…
I’ve been trying to connect my Wealthsimple account to Simplifi, but running into a bit of a weird issue. Right now, it only pulls in my investment accounts — none of my chequing or credit card accounts are showing up, which makes it pretty hard to use for budgeting. From what I can tell, Simplifi is connecting through…
Ally card is now Ollo card with Merrick Bank - I can't add it in Simplifi because if I use Merrick Bank - that is not where I sign in. And if I put in Ollo it is not recognized. Not sure what to do with this - I do see my Ally account has been updated in Simplifi - Do I just leave it be?
Pulling my spending report for April and it now organizes the line items by category 1 and 2 but each category is NOT on each line only sorted by each category. How do I access the raw data vs. it being sorted and filtered for me.
I have two issues with my savings goals. Goal #1 has a large balance "available" but the "amount available to withdraw" is negative. I created a second goal, made a contribution, and then changed my mind. I deleted the goal but the contribution still appears in my dashboard. I logged out and logged back in, and refreshed…
On my browser, I go to "my.vanguardplan.com", but that does not seem to be an option. Can it be included?
Transfers are broken. After the disappearing transactions fiasco transfers are not working correctly. 'Go to the other side' is not working for many transfers. Categories are changing from the account being transferred to/from to 'NA'. Duplicate transactions are being created and showing often shown as a pending…
I’m seeing a reporting issue in Reports > Spending. My April 2026 transactions for category CRED CRD RECD PYMNT are present in transaction search, but they are not appearing in the Spending report. These are the 7 April transactions totaling $1,505.31: April 2, 2026 — $78.04 — Payment - Thank You April 6, 2026 — $400.07 —…
Searching for the exact amount of 99.00 brings up results of anything that has 99 in it!? (See image) Am I doing something wrong?
I've noticed in the past 2 weeks, incoming transactions on my Navyist Rewards Old Navy Mastercard, charges are coming through as credits (positive) rather than charges.
Summer is coming up, and with it plans for those great summer vacations. Or maybe, "staycations"? Are you team "plan for a big summer trip" or team "save up for the ultimate staycation"? Let us know how you use your budget to plan for those awesome summer vacations! ✈️☀️ If you aren't one for planning vacations this…
Hello everyone! Here are the issues and features we were able to tackle with the 6.17.0 Web Release, released April 29th: FIXED: Closing a financial institution does not close the associated banking accounts. FIXED: The 'Search' button isn't working when searching for a financial institution. FIXED: Kelley Blue Book…
We are currently seeing an issue with Barclays returning an FDP-103 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 we will post updates as soon as we do. If you would like to be…
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] 4/14/26: Raymond James & Associates returns an FDP-155 error
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