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NEW 7/14/26: Partners FCU returns code 401/"invalid_client"
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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…
Why isn't account reconciliation part of Simplifi? This is a basic feature in personal finance software to ensure accounts are correct.
Just about 100% of the people I know have an Amazon account at this point. It would be amazing to have some workflow/features that would help us split the credit card charges by the Amazon purchase details, when categorizing/splitting. I know someone wrote an Amazon order detail syncing thing for another product, just…
I've been reading through the various feature requests and did not see any that address this specific need. I would like to be able to create a loan account (manually, as it is not attached to a bank, but rather a family member) and show the starting balance of the loan, the APR, monthly payment plan, ability to modify…
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…
I use Fidelity Cash Management feature to pay my bills from my Brokerage account. This is where my cash flow is managed. Simplify doesn’t let you select a Brokerage account to manage cash flow. This needs to be addressed. As a retiree, I use this feature to determine when I need to add funds from my retirement savings to…
I have not had use of my Quicken simplifi account since June 2, 2026. Is anyone else having this problem? I am desperate for this to be resolved. Thank you, Dana
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…
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