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UPDATED 8/28/26: America First Credit Union returns an FDP-102 error/No longer searchable
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I have several recurring transactions like this one which use a BUSINESS Category… And they frequently, though not always, download as PERSONAL… Note that these are transfers from one account to the next. Sometimes both will be Business. Sometimes one side will be Business and the other Personal. Sometimes both are…
Simplifi has the ability to create businesses. However, it would be helpful to allow businesses to be tracked with ownership percentages to build a hierarchy. Also related, allow percentages to define the value that rolls up to both the Account Value and Net Worth value (in fact, this could also replace the simple binary…
With all the changes in Simplifi in past two years, I feel that I would like to do a "refresh" of learning. Before coming to Simplifi, I had watched all the videos on YouTube, but these were already two years old, but I got the basics. So, what learning (reading, I presume) has been published and can be reviewed to catch…
I manually added a loan but I realized that putting in the starting balance and how much I'm paying each month doesn't give me an accurate remaining balance, due to interest on the loan. Having some way to either import an amortization schedule or to input the values right in Simplifi would be amazing. The payment can be…
Often times, I only want 1-2 words from a long string of text to be included in the "Contains" field for a new Rule. Deleting the irrelevant words in this list is easy when those words are AFTER the words I want, because I just hit backspace. However, when they are BEFORE the words I want, there doesn't seem to be a way to…
Try out Quicken Assist Chat and share your experience! We’d love to hear how it’s helping you manage your finances and any suggestions you have. The announcement for this feature has more details on how it works:
When updating a Payee name and Category, it'd be helpful if Simplifi would come up with an auto rename suggestion button to make it quicker to set payee rules
This discussion has been merged.
Hi folks, I am hoping you can help me with a problem. Before I start, here are my system details: MacBook Air 15-inch, M4, 2025, macOS Tahoe 26.5.1, Safari 26.5, using Simplifi in the web app. Today Simplifi forced me to disconnect and reconnect to my bank. When I did, I found I had a duplicate account. I am sure the…
Allow users to create custom account types (e.g. Private Placement, REIT). This idea is similar to one proposed by @Kevp123 in this now-closed thread: [Edited - Enabled Link]
All the investment tools exist for stock trading accounts - which is great, but every dollar has an earning potential whether it's in stock, real estate, a private placement, asset, cash, etc. It'd be very helpful to be able to look across my entire net worth and identify the performance of every account/account type, and…
Allow user to create a Target Asset Allocation (the akin of a Budget when thinking about Spending) and compare current Allocation to that Target. e.g. 30% Investment, 20% Real Estate, 30% Private Placement [a category that doesn't exist in Simplifi yet], 20% Cash/Current Accounts. It'd be helpful to also add in specific…
I tried using it to compare 2026 expenses by category to August 2025, and it doesn't pick up August 2025s . All zeros
Simplifi says "To connect to your account, you must complete an action at the website for HealthEquity." When I log on there, I see no pending action that needs to be completed. The chatbot suggested Review/reset the HealthEquity connection for FDP-108. That didn't work, so here are the details: Financial…
We are currently seeing an issue with Victory Capital returning an FDP-176 error in Quicken Simplifi. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they become available, please click the bookmark ribbon located in the upper right. If you do not see the bookmark…
Transaction Detail is getting a new look on the web! When you add or edit a transaction in Quicken Simplifi or Quicken Business & Personal, Transaction Detail will now open in a drawer on the right side of the screen rather than as a pop-up window. While building the new Transaction Detail experience, we noticed the…
Hello everyone! Here are the issues and features we were able to tackle with the 6.34.0 Web Release, released on August 26th: FIXED: The transaction sections of Reports are not resizing properly. FIXED: Hovering over long payee names causes flashing in the hover text. FIXED: Resetting a report in a collapsed state does not…
Hello everyone! Here are the issues and features we were able to tackle with the 6.34.0 and 6.34.1 Mobile Releases, released on August 26th & 28th: FIXED: The breakdown totals don't match the summary totals in Net Worth. FIXED: The Bills & Income calendar does not update the recurring reminders displayed when selecting…
We are currently seeing an issue with CIT Bank returning FDP-101, FDP-102, and FDP-105 errors in Quicken Simplifi. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they become available, please click the bookmark ribbon located in the upper right. If you do not see…
Get a clearer picture of where your money is going with the new Spending Dashboard! The new Spending option in the navigation menu gives you a dedicated place to explore your spending trends, compare your spending across time periods, and drill down into the details behind the numbers. With the Spending Dashboard, you can:…
Keeping your financial records accurate is now easier with Transaction Review. Review and update transactions one at a time or in bulk to help keep your reports accurate and your financial data up to date. For Quicken Business & Personal users, this can also help you stay prepared for tax time. On mobile, review…
August is here! ☀️ What's one thing you hope to do before summer comes to an end? Whether it's a weekend getaway, trying a new recipe, catching a concert, or simply relaxing outdoors, we'd love to hear! For me, I'm looking forward to a camping trip this month! 🏕️ I haven't been camping in a few years, so it was an absolute…
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…
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