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I'm trying to add a Vestwell 401K account and I do not see it listed. Can you please offer the option to connect their system via Simplifimoney?? I would add them manually but I'm also have issues today with Simplifimoney manually adding accounts. I keep getting "An error occurred. Please try again" when I try to add an…
This discussion was created from comments split from: QBP: Ability to delete ALL business categories (edited).
I tried to print a report and it did not go well. I was using Safari on macOS with an HP Officejet Pro 9010 printer. I quickly encountered two significant limitations: Customizing the inclusion/exclusion of columns and column widths does not carry forward when printing. I got the same set and width of columns regardless of…
I have a BoA checkings account that I use to pay my BoA CC. This has been a source of annoyance for past couple months. On the day of the payment, there's a pending transaction. On the next day, rather than going from pending to cleared, it appears that it gets merged. When this happens, the pending transaction actually…
After May 3, my Horizon CU Visa Platinum credit card account transactions stopped updating in the transaction feed. I disconnected and then reconnected the account, hoping the missing transactions would appear, but they did not. I have several Horizon accounts, and all of them except the CC account are updating.
Hi, when I'm paying bills, I enter those autopay transactions to the date they will be paid, as a future date. Dating transactions to a future date equates to a transaction that disappears. This has been happening long enough that I'm surprised Quicken hasn't fixed it. I don't use the BillPay functionality of Simplifi as…
Go ahead and explore the new Net Worth feature and tell us what you think! We’d love to hear how it’s helping you track your financial progress and any ideas for improvements. Here is the announcement for this feature with more details:
Sorry if this has been posted, but, am I missing the location of the transaction table's "Collapse All Months" functionality in the webapp? As my accounts accumulate data month after month, closing all the individual months via point-and-click is getting tedious. Furthermore, while Simplifi sometimes "remembers" the closed…
Quicken team. I'm confused. I saw posts saying that the HealthEquity issue was resolved. "UPDATED 2/18/26 HealthEquity is no longer blocking connections and has re-added support for third-party aggregators. This $0 balance issue is the only discrepancy users may still see, and it is being addressed. Please note that you…
I have an account that has been manual up to now, but I want to link it to the financial institution. All the transactions in the account are already up to date and I don't want to download them again. I especially don't want to end up with a bunch of duplicate transactions. Please allow the user to specify how far back…
using Chrome on MacOS Tahoe version 26.4.1 when scrolling left and right in the transaction window there is no navigation bar. Need to use the touchpad to go left and right. Inconsistently this defaults to going back a webpage, resetting anywork done in the transaction window. A simple, manual navigation bar on the bottom…
Can you please provide the ability to print (or export to Excel) a complete "Categories and Sub-Categories" report for BOTH Business and Personal? This should be a STANDARD report/capability in any leading software application. Thank you!
This is a nice addition. Two of my three credit cards that show details show this. I was surprised that my AmEx card had a much better interest rate. Chase Amazon is awful. Fidelity/Elan doesn't show the interest though it does show some other stuff. I pay off my credit cards as I use them, but it is still useful…
I have an account that has been manual, but I am considering linking to to the financial institution. All the transactions are already up to date and I don't want to download them again. I'd like to be able to link the account but limit the initial downloaded transactions to "today and forward" or "such-and-such date and…
We are currently seeing an issue with Bank of America returning an FDP-105 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 would like to be…
We are currently seeing an issue with Farm Credit Services of America blocking connectivity in Quicken Simplifi. Users will see a message stating: "Connections are blocked from May 14 12:25 PM MDT to May 16 12:55 AM MDT. You'll be able to reconnect after this time." If you're experiencing this issue in Quicken Simplifi,…
Hello everyone! Here are the issues and features we were able to tackle with the 6.19.0 Web Release, released May 13th: FIXED: Tax group preview not displayed as expected when creating or editing tax-related categories. FIXED: The banks listed in Settings > Accounts are not in alphabetical order. FIXED: Split transactions…
We are currently seeing an issue with America First Credit Union returning an FDP-102 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 would like to…
We have received confirmation that Human Interest is no longer supporting third-party aggregation. As a result, it will no longer be supported in Quicken products, including Quicken Simplifi and Quicken Business & Personal. This means that manual tracking will be required moving forward. If you are currently connected to…
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…
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…
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[UPDATED] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
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