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The post: 2/3/26: NY’s 529 College Savings Program returns an FDP-102 errorwas closed, marked as resolved, and no further comment can be added to it. Hence, I'm starting this post, since the issue is still unresolved for me, and I suspect, for others as well. As you can see, with my credentials, I can access the NY 529…
Quicken team. I'm confused. I saw posts saying that the HealthEquity issue was resolved. "UPDATED 2/18/26 HealthEquity is no longer blocking connections and has re-added support for third-party aggregators. This $0 balance issue is the only discrepancy users may still see, and it is being addressed. Please note that you…
Go ahead and explore the new Net Worth feature and tell us what you think! We’d love to hear how it’s helping you track your financial progress and any ideas for improvements. Here is the announcement for this feature with more details:
My USAA checking account balance in QBP just went to zero. The actual account balance on the bank website is not zero. Last update 20 minutes ago. When I select all transactions in the account in QBP the total of the selected transactions (outlined in RED below) exactly matches the bank. So all transactions are correct and…
Current options are 1M, 3M, 6M, 1Y, (big empty gap), 5Y, QTD, YTD, ALL Please also add 2Y (also 3Y if appropriate) as they also often become useful. Specifically for: Dashboard - Net Worth widget Net Worth Tab - Graph Investments Tab - Balances graph & Performance graph Reports Tab - Date range settings in all analyses…
While researching a large anomaly in the "Spending" dashboard widget (see first image), I discovered a significant number of transactions in that month (and more in prior months) assigned to the account "Unknown": The correct account these transactions should have been in was marked "Excluded" from Spending Plan and…
The new feature for individual split exclusions is perfect! Except the spending plan exclusion is not actually excluding it from the spending plan for me. The reports exclusion for the splits is working fine.
I'd like to request that OneFinance be added to the supported banks list. https://www.onepay.com/ [added URL]
This morning my credit union which was working yesterday isn't working today. I've tried to reconnect the account to no available and i've tried adding a new account without success. If someone can update me further on the issue I would appreciate it.
I was able to link to my account but there are no transactions.
Any update on trying to connect multiple accounts of Vanguard? I tried the work around but isn't working. Just keeps trying to verify the same login information.
Several times over the past few months I have edited the expense series amounts on the planned spend page of my spending plan only to find they have reverted to the old amounts when I log in a few days later. How do I get the expense series amounts to stick?
WGB was in the list and now it is missing. Please add it back. westgate.bank
Hi, I'm experiencing an issue with my Simplifi account connected to my Robinhood Brokerage. About a week ago, the displayed balance became significantly lower than my actual Robinhood balance. This issue started exactly one week ago and prior to that, everything was functioning correctly. It doesn't appear to be a…
I lowered the threshold at which I want to receive notice of projected low bank balance, but I continue to receive notices if the balance dips below the PREVIOUS amount even though the balance is projected to be ABOVE the new amount I set. The new amount is being totally disregarded and it's annoying. I've tried turning…
This discussion was created from comments split from: Budgeted vs. Actual Report for the Spending Plan [edited] (1 Merged Vote). We’d love to hear from you! How is the new Credit Card Details feature improving your Quicken Simplifi experience? You can check out our announcement with more details here:
Hello. I'm using Simplifi and Classic simultaneously while I get used to Simplifi. I like that Simplifi is faster, but have found that it's not as intuitive as Classic…..to me anyway. Suggestions: Please add a "projected balance" display option next to the "total balance" display. Having to go to projected cash flow to see…
Hello everyone! Here are the issues and features we were able to tackle with the 6.16.0 Mobile Release, released April 21st: FIXED: Unable to delete a tag tied to a non-existent/deleted savings goal. FIXED: Unable to turn off the target date in Savings Goals. FIXED: Opening and closing the Quicken Assist Chat window…
We are currently seeing an issue with Freedom Mortgage displaying a positive loan balance in Quicken Simplifi instead of a negative one. 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 are currently seeing an issue with Olympia Credit Union returning an FDP-2102 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.15.0 Web Release, released April 15th: FIXED: Unable to delete a tag tied to a non-existent/deleted savings goal. FIXED: Transaction amounts are misaligned in Planned Spend when they exceed 4 digits. FIXED: Net Worth report total amount…
We’re excited to introduce a highly requested update that gives you more control and flexibility when managing your recurring transactions! You can now add split lines directly within your Recurring Series—whether you’re setting up a new series or editing an existing one. This allows you to categorize portions of a…
Happy April Fools! No fake feature announcements here today, just a safe space to admit how we sometimes try to fool our own Spending Plans and budgets! We all have that one category we conveniently "forget" to check, or that one purchase we try to creatively categorize. Let us know what the most ridiculous mental…
We’re excited to roll out Saved Reports, a new way to customize, organize, and quickly revisit the reports you use most! This feature is now live in Early Access on both the web and mobile apps. What’s changing? The Reports section is getting a fresh new look and some powerful upgrades: New Reports Dashboard: Instead of…
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…
[ONGOING] 4/8/26: Barclays - Missing Transactions
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