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!
[UPDATED] 7/24/26: Discover Card returns FDP-101/CP-SCRIPT_ERROR
Join us in The Water Cooler!
It would be nice if you can add a split transaction to a series. This helps when you get paid commission and want to split the commission from the base. Any suggestions on what people are doing for that?
I'm trying (once again) to add an account for Midland National, but getting the FDP-163 error below. I have confirmed the username and password, and can successfully log in to the bank outside of Simplifi. I do have MFA enabled on the website; but when I try to add the account in Simplifi, I do NOT get the MFA prompt, I…
I have noticed a recurring error in the last couple of weeks in Quicken Simplifi that I hope someone has a solution for. I have created "series" as monthly reminders for my bills/payments and I set them as $0.00 on the payment dates. I did this on purpose so I would see when a bill due date is coming, check the balance…
Hi, With Simple Bank shutting down, I started looking into alternative online-first banks & settled on Revolut for my banking (checking & savings). Could you add Revolut as an option to the app? They have an open banking API for this…
An upcoming split recurring transaction that contains both income and expense splits — but that has a positive net amount — is showing up as an expense colored dot instead of as a green dot with a dollar sign in it. In the reminder carousel, the reminder shows up with a green colored icon like other positive transactions.…
Here are my transactions from my Optum FSA account: On Simplify, it's only accurate up to 5/2/2025. After that, it's all messed up: Please help
I have linked as many accounts as I am able to- and yet, even when I log out and log back in- the accounts/transactions are not updating- to reflect current transactions
Hello SCE is not a linked company if you would please add
Add SunWest mortgage company to linked accounts
Quicken.com is loading just fine, but simplifi.quicken.com is showing that I am "offline". simplifi.quicken.com is the only site indicating a problem.
Hello - Can the team please add Student Loan Company that is currently missing? Home Page: https://www.collegeave.com/ Login: https://sso.collegeave.com/Authentication/Login Thank You!
I was unable to find anyone talking about this, but why do I have to enter my credential every time Simplify connects to LPL Financial? All my other accounts are able to retain credentials and do not require entry on every update.
I'm sure this worked before — I have an existing Fidelity brokerage account assigned as a savings account. But I just opened a new brokerage account and there's no longer an option to classify it as anything other than an Investment Account type. Sure enough, How to Edit Your Bank Account Names and Types says "Note:…
We'd love to hear from our Early Access users about the new Enhanced Transaction List Toolbar! Once this feature becomes available to you, take it for a spin and let us know what you think. We'd especially like to hear about your overall experience, what you like, and any issues or concerns you encounter along the way. For…
We’re excited to introduce an updated Transaction List toolbar on the Quicken Simplifi Web App! This enhancement delivers a cleaner, more streamlined experience and makes some of the most commonly used tools easier to access. This feature is currently available to 20% of Early Access all users on the Quicken Simplifi Web…
Hello everyone! Here are the issues and features we were able to tackle with the 6.30.0 Mobile Release, released July 30th: FIXED: Delay when opening the Achievements page from the Profile menu. FIXED: The Net Worth percentage change does not use decimal formatting for large values. FIXED: Reports show an endless spinner…
We are currently seeing an issue with WSECU returning several errors in Quicken Simplifi, including: FDP-101, CC-501, FDP-103, CC-503, FDP-185, and OL-294-A, since updating their website. 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.30.0 Web Release, released July 29th: FIXED: Incorrect total when filtering transactions with splits. FIXED: The Watchlist card on the dashboard doesn't display background colors. FIXED: The date picker in Credit Score defaults to the year…
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…
We’re excited to announce that recurring series now support logos! If your recurring series is not connected to a biller, you can edit the logo that appears. Adding a logo makes it easier to quickly spot and identify your bill and income reminders! To update the logo, open the recurring series and select the edit option…
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!
