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It would be helpful if Simplifi added a "payoff debt" feature in goals that would allow analysis using tools like the debt snowball.
I recently updated my Bank of America account connections using the new connection procedure. Initially, everything appeared to work correctly — Quicken downloaded transactions that had been missing from the previous week when the original error first occurred. However, after that first successful update, one of my two…
A very similar thing to what I posted before in this thread just happened to me again: It didn't get as weird as last time (yet). But the gist is: I have a reminder for my credit card payment. The series amount is $1 but the actual amount is set using CC Bill Connect (and I modify it manually if needed, which does come up…
Haven't been able to connect to my Thrift Savings Plan account for something like 9 days. Tried disconnecting and now it won't reconnect at all. Very frustrating. Need someone to address ASAP. Additionally, the AI assistant is not helpful. Just say you can't speak to anyone after 5pm PST and be done with it.
I've been using import from CSV for quite some time now and it used to trigger the application of Rules to Rename Payee, Update Category, etc. At some point in the past few months this stopped working. Now, when I import transactions from CSV the rules don't trigger and I have to rename payees and assign categories…
I'd like to request that OneFinance be added to the supported banks list. https://www.onepay.com/ [added URL]
In the last week or so the connection to my NETXInvestor accounts has stopped working. It says the accounts are no longer there and the only option I have is to link an account that has been closed for over 2 years. Hoping this can be a quick fix.
Has anyone else experienced this? It’s new to me. Three of my accounts (1 CHK & 2 SAV) all suddenly their changed their name to the username for the bank. All three are from the same bank (Flagstar), although I have multiple other accounts with that same bank which weren’t changed. All three Account names changed at the…
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…
SEI Client Connect is once again (for a couple of weeks) giving FDP-101 with exactly the same behavior as the previous times. See link below for previous report. This weekend I will try disconnecting and reconnecting to see if it restores the connection. There is clearly a bigger issue here than what has been addressed by…
This has been raised before, but the threads keep being closed… I have provided the information to support regarding this issue, but it does not seem to get esacalated. The main issue is that if you have an account with HSA Bank and then decided to invest your funds, it is invested in a subsidiary called HSA Invest. While…
Hello, on my IPhone and IPad for the last several days the Simplifi application stops responding for about 10 seconds or so after a sync. Then the last “touch” then executes. This was never the case before this past week for me. Is this a known issue with the latest update perhaps?
We have externally linked accounts at a brokerage firm. They are indeed brokerage account types at these external firms, and they are invested with a lower risk profile, as they are regarded as emergency accounts, though with some hedging as they are invested. My feature request is to be able to classify these as…
SQ loaded 4 Investment transactions with a Zero Dollar amount. SQ arbitrarily selected Coffee Shops for the Category. You can change the Category but, when you select Update you are required to put a $$ amount in the Total amount, which should be Zero. Note the Category has been changed and the Total amount is now…
Apple savings account showing like a credit card as negative with no pending or incorrect transaction. Bug for last few days. How can we make it positive or fix the balance.
I'm a longtime user of Quicken Classic. At the start of each I auto post known/recurring transaction for the month to determine by month end balance before I pay the larger credit card bill. I would like to transition to an online system for various reasons, but without reconciliation the auto posted transactions would be…
It would be great to have a goal transfer button to move money between goals rather than having to withdraw cash back to its source account and then add to a different goal. I have goal money from different accounts in one goal. That means I have to break out a good Ole piece of paper and pen to write down the amounts…
Is there any way to add a calendar chart of some kind that shows goals and projected cash flow as a goal is completed or changed and how that money that is freed up can be used for another goal?
Can you please put in a feature that has dates of when you make numerous withdrawals.? Or at least notes so I can jot down dates. I've had a recurring expense that is the same amount weekly over 6 months coming out. Its frustrating to have to look at reports and do a bunch of math to figure out what I've already withdrawn…
We’re making some exciting improvements to Transaction Search! 🎉 These enhancements are currently available in Early Access. Here are a few of the new things you’ll be able to do: Search by check number Search split transaction amounts Works whether "Show split details" is enabled or not Enabling "Show split details" makes…
We are currently seeing an issue where Apple Wallet accounts are showing inverse balances (positive instead of negative or negative instead of positive) 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,…
Hello everyone! Here are the issues and features we were able to tackle with the 6.20.0 Web Release, released May 20th: FIXED: Planned Spend expense items are not being sorted correctly. FIXED: Column preferences on the Investments page are not saved and are causing errors. FIXED: Excluded transactions are still shown in…
We are currently seeing an issue with Merrill Lynch Investments 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 we will post updates as soon as we do. If you would like…
Hello everyone! Here are the issues and features we were able to tackle with the 6.20.0 Mobile Release, released May 20th: FIXED: Account balance mismatch for Apple Cash accounts. FIXED: Future-dated investment transactions show as a reminder and a transaction, and are missing the payee and account fields. FIXED: The…
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…
We are currently seeing an issue with Macy's Credit Card 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…
We are currently seeing an issue in Quicken Simplifi where the “Day $” and “Day %” values are showing as 0 in Investments. 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…
We are currently seeing an issue with Venmo returning a "Unable to connect to Venmo at this time. Please try again later. Care: not.found." 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…
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…
[ONGOING] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
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