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For the last few weeks, American Education Services (https://www.aessuccess.org) hasn't been able to connect. I tried both refreshing the connection and beginning a new account and it has only resulted in the following error code: Care Code: FDP-530 Any idea how to remedy this?
My Transaction Activity register now has an available column for "Unpaid." (see image) I can't find this field on the transaction editing form, or anywhere else except in the register. What is it used for and how do we access it?
In the spirit of Valentine’s Day, let’s show a little love to ourselves. 💙 What’s one money habit you love about yourself? I’ll go first! One money habit I love about myself is saving. When I have extra money, I tend to think of it as something to tuck away rather than spend. I don’t always have a specific goal in mind,…
When splitting transactions, it would be nice to be able to add notes about that split, just like you can in non-split transactions. Adding "Tags" is nice, but I find "Notes" more useful than "Tags".
Your product gets some basic automatic categorization wrong. Do you have any of such capabilities or I have to create rules? But I cannot create rules for all transactions. Basic things that you got wrong Wealthfront Edi Pymnts On 02/03 ⇒ "Car Insurance"??? Costco Gas ⇒ "Groceries"??? S325ar1 Rent ⇒ "Uncategorized"???
Should be able to delete and/or archive
Prior to the January events effecting balances and savings goals, when a savings goal was withdrawn it was added back to the "Spending Plan" as long as that goal was "Included this month". This allowed you to save in the savings goals in one month and then withdraw in the next month to carry over funds. This is the…
I'm a heavy user of the Spending Plan and I often find myself flipping back through the Spending Plan page month by month to see how I have been doing over time. It would be helpful if there were a report that showed the Spending Plan results for the last "X" completed months in columns side-by-side. A simple version of…
I'd like to request that OneFinance be added to the supported banks list. https://www.onepay.com/ [added URL]
This discussion has been merged.
Hello, I would like to request support for Cinefi (cinefi.com) - it is a new platform via First Entertainment Credit Union but has a separate login environment. Thank you!
I have 2 HELOC accounts with the same bank. I have 2 mortgage accounts with 2 other banks. All 4 accounts are linked in Simplifi with their respective financial institutions. The HELOC accounts are bringing in the current balance owed but no transactions - which is expected. However, what is not expected is that the…
M&T Bank
I download/export my transactions from Quicken Simplifi into Excel so I can further mine the data and create reports. The issue is with Split transactions. Those are showing up as a single line item with the total dollar amount of the transaction and the category shows "NA" instead of multiple line items with the proper…
I'm trying to add a Pen Fed HELOC that I recently opened to Simplifi and it will only allow me to bring in the savings account and not the HELOC. One of the account types is line of credit so I don't understand why I can't connect to the HELOC. Is there a way to do this?
I'd like to see the option the remove '👋 Hello, NAME' from the dashboard. The wave emoji is off brand from the rest of the interface's clean more professional aesthetic and it's a bit of a waste of space, especially on a mobile device. If this could be turned off I think that would be a great feature.
We are currently seeing an issue with NY’s 529 College Savings Program 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…
We are currently seeing an issue with Berkshire Bank WC 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 would like to be…
We are currently seeing an issue with EQ Bank returning an FDP-106 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…
We are currently seeing an issue with Vancity 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 we will post updates as soon as we do. If you would like to be…
Hello everyone! Here are the issues and features we were able to tackle with the 6.4.0 Web Release, released January 28th: FIXED: Completed Savings Goals aren't moved back to "active" upon a withdrawal. FIXED: Various errors and crashes. ADDED: A "Re-sync balance" option to manual accounts. ADDED: A Net Worth feature with…
Hello everyone! Here are the issues and features we were able to tackle with the 6.4.0, 6.4.1, 6.4.2, and 6.4.3 Mobile Releases, released January 27th, 28th, & 30th: FIXED: Refund reminders displayed in all accounts. FIXED: The Dashboard card is prompting users to fix connections on closed accounts. FIXED: Various errors…
UPDATE 1/30/26 We’ve released a fix that should resolve the balance issue some users were experiencing. If you’re still running into problems, please try the following steps: Clear your browser cache and cookies Make sure you’re running the latest version of the app (install any updates if prompted) If the issue continues…
We’re excited to announce that Quicken Simplifi’s Net Worth feature is now available in Early Access on both the Web and Mobile apps for personal-only subscribers (not Quicken Business & Personal)! The Net Worth feature gives you a clear, consolidated view of your overall financial position, helping you track changes over…
We are currently seeing an issue with Macy's Credit Card returning an FDP-176 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…
[UPDATED] 1/30/26: Duplicated or $0 Balance in Manual or Asset Accounts, and Savings Goals
Congrats to our most Active Monthly Users!
