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This is a continuation of the recent discussion. Currently, my savings goals are properly categorized as active and complete, but some of the active goals show up in my spending plan as having $0 monthly contributions. For example: Additionally, totals for some individual savings goals when viewed "by goal" are different…
Within the last week, Milliman Benefits has not been connecting. When originally attempting to connect, it will ask which communication method I would like to use to receive a two-factor authentication code. After choosing which method, the box closes and I receive the code. Then, no follow-up box appears and I receive an…
https://www.biltrewards.com/card Please add support for the BILT Mastercard. This is becoming popular as a way to earn points for paying rent.
I am 99% sure this used to work properly and is a new bug. If you have a split transaction which includes multiple transfers, it used to show the "Go to the other side" link for all of the transfer rows. Now, it only shows for the first one. Or sometimes the second one. And I even see some old transactions which don't show…
We’re now far beyond “a few months” with the Human Interest FDP-105 connection issue and nothing meaningful has changed. It’s been identified as a known issue with no ETA for resolution, yet every few weeks someone tells us the same thing and moves on. We still can’t connect our Human Interest accounts. Users are reporting…
I manually linked a transaction today (a transfer from one of my bank accounts to another). The date of the outgoing transfer transaction was 2/6 and the date of the incoming transfer transaction was 2/9 (today). Linking the transactions changed the date of the original transaction to 2/9. Now if I manually change the date…
Optum has two buckets of money, 1. the bucket used for health-related expenses and, 2. the bucket that is invested. I'm not sure how to set this up in Simplifi. ??
I had an issue with FirstBank’s connection not working multiple times over the last few months. It was working correctly for about two weeks and now when I try to update the account am getting error FDP-7500. I cannot find an explanation for this error anywhere and I’m about to give up on this app as it isn’t helpful on…
Hi. Good morning. I am having problem with transactions from Lending Club accounts not updating nor added to my daily balances. This is being happening for at least a week. I tried everything. Refreshing, resetting, even reloading the app and nothing seems to solve the issue cAre there any unknown issues on this matter?
[removed] This is an issue found on the Simplifi Android app, although it might also be present in other app platforms. While minor, can you please correct the word 'send' to 'sent'. The correct phrase should be 'Enter the OTP sent over sms' Thank you.
https://investor360.com/ this was working for me until November of last year. Please get it added back.
This discussion was created from comments split from: Alerus is still not fixed. (FDP-103).
Recurring Income/Bills should not be limited to one account. Many of us have more than one checking and savings account. We frequently deposit income into or pay bills from one account or the other based on availability, timing or cash flow purposes. Forcing a recurring income or bill to be tied to a specific account…
Hello — I know that if you import/download transactions to an account, that if you delete by accident, the only way to get it back is to manually add it. But I made quite a few mistakes backfilling some history. If I were to delete the entire account and start over, would that help me fix the issues? Or would I still be in…
I want to manually import my history using the CSV uploader. If I create all my accounts as manual to get all the history and categories updated as I want, and then link the accounts to auto pull transactions, will it pull the history all over again, or will it only pull from that point forward? Or is there a way when…
We are receiving reports that users are unable to connect to Marcus by Goldman Sachs because the bank no longer supports downloading. Users who have previously connected their accounts to Marcus by Goldman Sachs will see a message that the bank no longer supports downloading when they try to update their accounts. This is…
We are seeing an issue where Quicken Simplifi users are receiving an incorrect share price with FIMM Government (FRGXX) and Fidelity Treasury Money Market Fund (FZFXX), causing an incorrect net worth. 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.5.0 Web Release, released February 4th: FIXED: Dashboard customization: "Cancel" should discard all changes, including "reset to defaults". FIXED: Split Transaction view has reduced Category field. FIXED: Various errors and crashes.…
We are currently seeing an issue where users are experiencing missing transactions with Lending Club - Personal & Business Banking 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…
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,…
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…
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…
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…
[UPDATED] 1/30/26: Duplicated or $0 Balance in Manual or Asset Accounts, and Savings Goals
Congrats to our most Active Monthly Users!
