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NEW 10/1/26: Paid reminders showing as past due on the mobile app
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If you have a manually tracked brokerage account, the account value of brokerage accounts on the “Accounts” and “Net Worth” pages will never be updated to reflect the current value (unlike the “Investments” tab). The only way to update the amount of these accounts shown in the “Accounts” and “Net Worth” pages are to update…
Welcome to October! Simplifi tells me on the Home Screen and All Transactions that I never paid a few dozen old bills. I paid them and they show paid/linked when I find them in the spending plan. Is it just me?
Since it’s October, let’s take a little trip down memory lane... What was your first car or motorcycle? Bonus points if it was a little spooky, beat-up, or held together by sheer determination. 😸 Did you love it, hate it, or somehow manage to keep it running forever? And more importantly, was it a spooky nightmare for your…
They are the financial institution for many 401k accounts. This works in Quicken, but is not yet in Simplifi.
Merrill Lynch Benefits Online has been returning the following error for 4 days now: Account needs attention (Care code: FDP-105) We are unable to connect to Merrill Lynch Benefits OnLine at this time. Please try again later.
This discussion has been merged.
Want to see how your finances have changed over time? Comparison Reports are now available on web and mobile! With the new Compare option, you can compare the current report period against another period to see how your income and spending have changed. You can choose from: Prior year — Compare your current date range with…
After a set of ludicrously circular conversations with the AI chatbot, I'm posting here to see if other humans are experiencing something similar with the Watchlist "This month: Spent so far" amounts being wrong (way too high). I have about six watchlists I use regularly to monitor my spending, and I discovered yesterday…
Hello, my connection to Northwesternmutual.com has not worked for 4 days now, after working for most of the year. Is there a known issue with this company?
For over a week I have been getting and FDP-102 error when trying to connect my RBC Wealth Management to my quicken account.
I don't know how categories are selected in Quicken Simplifi, but I've been using the app for almost two years now and it feels like it's never been worse. Examples: It says "ikea.ca" in the description. Suggested category: "Doctor" It says "brunch" in the description. Suggested category: "Unknown" It says "parking" in the…
With multiple business accounts, it would be nice in the All Transactions view, to see which business each transaction belongs to. Please see screenshot provided with suggested placement of Business Name or Color Icon (or both). Thanks.
It would be very useful to have a drop down menu selection for trip purposes and the ability to add custom trip purposes. In the mobile app this would be exceptionally helpful for tracking mileage coupled with a report export functionality.
Recently my Citi credit card account asked for a reconnect, as it does every now and then. But it will not accept my credentials. I have logged onto the card website separately with the same username and password and have had no issue, so I know they work and are current. Not sure why Simplifi is suddenly having trouble.
It would be nice if Quicken Simplifi support staff could be a little more transparent on why there is an issue with LPL. Post an update every day. It should be easy to do with AI and automation. Here is the issue.…
My partner and I split the electricity bill and she sends me her portion of the expense on the same day of the month every month. In Simplifi, I have the bill as a monthly expense with the category "Electricity". Unfortunately, I cannot make an "income" series with the type of the "Electricity" expense. My workaround has…
truist seems to have initiated two factor authorization. i have to reset the connection everytime now
We are currently seeing an issue with TreasuryDirect returning an FDP-101 error in Quicken Simplifi. This is due to the new ID.me login process. 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.39.0 Web Release, released on September 30th: FIXED: Reminder lists not showing all types of future transactions. FIXED: Selecting parent categories during Watchlist creation does not mark them as selected on the first click. FIXED: Menu…
We are currently seeing an issue on the Quicken Simplifi mobile app where paid reminders are showing as past due. This has been escalated internally, and a fix is expected with the 6.39.1 mobile release. In the meantime, please do not unlink or delete the reminders to clear them. The reminders will go away once you update…
Hello everyone! Here are the issues and features we were able to tackle with the 6.39.0 Mobile Release, released on September 30th: FIXED: Hide Cents option is partially hidden behind the 'Apply' button in report filters. FIXED: Financial Space header is positioned under the camera/notch on Android. FIXED: Planned Spend…
We’re currently investigating an issue affecting Police and Fire FCU in Quicken Simplifi. Customers may encounter an FDP-102 error when attempting to connect or update their accounts. The issue has been escalated to our internal team for further investigation. At this time, we don’t have an estimated time for resolution,…
We are currently seeing an issue with Northwestern Mutual Insurance returning a 170 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 not see the…
We are currently seeing an issue with Merrill Lynch Benefits Online returning an FDP-105 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 not…
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…
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