Discover tips, workflows and community insights to help you master Quicken Simplifi at its best.
Feel free to introduce yourself and post any questions or feedback regarding the Community here!
Here, you'll find Release Notes, new features, newly added banks, and other updates from our Product Team. Note: Product Update Announcements are for informational purposes only and are therefore closed to comments.
If there's an emerging issue with Quicken Simplifi, we'll post an alert here. Note: Community Alerts are for informational purposes only and are therefore closed to comments.
Here, you'll find all of the known issues related to Online Banking and Quicken Simplifi. Note: Community Alerts are for informational purposes only and are therefore closed to comments.
Here, you can post your questions about using Quicken Business & Personal!
Here, you can post your questions about using Quicken Simplifi!
NEW 7/14/26: Partners FCU returns code 401/"invalid_client"
Join us in The Water Cooler!
Tried create a report to show me credit card payments. Since these are transfers, I selected the option to show "Excluded in Reports" I still didn't see them. LTDR showing Excluded in Reports is being ignored by the filter in spending and spending summary. It was working during the week. I had a report that had "Show…
Is there any updates on connectivity to Raymond James? It has been 5-6 months and Quicken will not connect properly. If not, I will gradually move to another product.
I have a set of reminders for events that have occured or were voided and they are now haunting me. At one time last month the balance was off by one of these amounts. Yes, I now about cash balance vs accural. That wasn't it. The rep on the phone was…. challenging to understand. and he was challenged to understand my…
Starting July 15th, my primary mortgage, which is properly categorized as a Liability, and which shows a positive balance, is now being added (instead of subtracted) from my Net worth. According to AI Chat, it's because my bank is sending the balance as a positive amount instead of a negative amount. I confirmed this by…
Is there a way to shut off the exclude feature? If not, is there a way to make the check boxes default to unchecked? For some reason, after I have unchecked, I find the box or boxes are checked again. I don't need this feature. It is very time consuming to make sure everything is unchecked before I can count on the…
If the goal is to simplify financial management, why not allow users to create custom account groups? For example, they could create a “Cash & Savings” group that combines both “Cash & Checking” and “Savings” accounts.
Summary Simplifi does a great job of showing me what my net worth is and how it has changed. What it doesn't show me is what that number actually means. A net worth of $340,000 could be excellent progress or a real shortfall depending entirely on my age, income, household size, and where I live. I'd like to see a Net Worth…
Hi all, It would be great to be able to store the contact phone number of all my credit cards in Simplifi, to access if needed. It would be amazing to be able to note the benefits of each card — like 5% back on groceries, etc. — and be able to pull up all credit cards to compare & remind myself of which card to use when.…
This discussion was created from comments split from: How to run a balance sheet for personal accounts? (edited).
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…
This discussion was created from comments split from: I have not had connectivity to RW Baird going on 4 weeks - FDP-105 (edited).
The answer to my “How can I” thread below was “You can’t.” So now I’d like to say that thread is a “Please add this feature” thread 🙂 There’s a lot of utter garbage formatting in the Statement Names we all download from banks and wherever else. Rules are great, but it’s a pretty significant limitation that a Rule must…
We are currently seeing an issue with Discover Card returning an FDP-101/CP_SCRIPT_ERROR error in Quicken Simplif. 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.29.0 Web Release, released July 22nd: FIXED: Transaction reports display transactions in ascending order instead of descending order. FIXED: Various errors and crashes. FIXED: QBP: Industry list is not alphabetized. FIXED: QBP:…
Hello everyone! Here are the issues and features we were able to tackle with the 6.29.0 Mobile Release, released July 22nd: FIXED: Unable to enter a fractional share of less than .1 in Investments. FIXED: When the selected time step is larger than the selected date range, the Net Worth and Savings charts display a single…
With this upcoming weekend, we finally get to celebrate the 4th of July! I plan to barbecue with my family and see some cool fireworks light up the sky. I just have to make sure I don't go overboard with my expenses, of course! What about you? What are your plans this 4th of July weekend, and how do you plan for the…
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…
Tips and Tricks * Use the reactions. These let you share how you feel about other’s comments. The most liked content shows up on the Best Of page. * Mention others. Put an @ symbol before the username to mention someone. They’ll get notified when you do. * Update your notification preferences. You’ll receive a notification…
Congrats to our most Active Monthly Users!
