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I see that you FINALLY after 18 months of people bringing this up, added Neuberger Private Wealth. Unfortunately I get an error FDP-103. I am concurrently logged on to nbprivatewealth.com so the error message is useless. Please don't provide the silly generic steps that you have provided to everyone else that complained…
After a recent update, all but one of my credit cards show very useful balance and credit information just below the account header, like this: But my REI Mastercard (a Capital One card), does not show that info. Is this caused by a limitation on data imposed by Capital One? Or is it an oversight that can be corrected by…
I added a manual "real estate" account today (Mar 18, 2026), then created an "Opening Balance" transaction for the purchase date (Jan 17, 2025). I would expect the account's "Market Value" chart to show the opening balance of $2.5M as of the opening balance transaction date, but instead it is shown at the account creation…
This probably doesn't technically qualify as a bug, but it definitely is either an unintended consequence of some other change, or an outright mistake, or just a bad decision by someone messing around with the UI. The account list used to be one line per account, and was much easier to use. Now it's about an inch wide on…
Right now care credit says i'm using 100% of my credit limit. This is incorrect. I know the credit limit feature is new, so I thought I'd report that so far it appears unsupported on CareCredit on synchrony.
I have a mortgage through Chase. I've noticed that, from time to time, the values that Simplify gives to my mortgage in "Reports → Net worth" are totally off. I don't mean "oh it missed that I made a payment", I mean the values will go from "-$350,000" to "$50,000". If this happens to happen at the end of the month, it'll…
After the split transaction report enhancement, I saw that the unknown tags that I previously removed via the transaction list appear again as NA in the report area. Select examples are below. Imported transactions in transaction list No NA/unknown tags for Uber $3.0, Boca Auto Service $99.14, and Whole Green Café $42.87…
Simplifi should support accounts with different currencies, as does Quicken.
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
This discussion was created from comments split from: QBP: Ability to export Mileage (edited).
I am a mainly W2 employee with a small LLC. I have separate business and personal bank accounts. Some of my LLC-related bills get paid by the business banking account, and some get paid by my personal account. When setting up a spending plan, it looks like any business related bills get automatically excluded. I'd like to…
The difference in color between the light green "Paid" and light rose "Past" is so discrete, I can barely tell the difference. It doesn't help that both words start with "P" and are 4 letters. Could you make the "past" stand out more? Could you add a filter on bill status?
The Simplifi Y-axis on the net worth graph shows the same value from the top to the bottom
Not sure what happened but in one of the recent updates the Projected Cash Flow graphic (when clicking on an account) has vertically shrunk. There is a lot of unused space now and the graph itself is too short to be effective for me. Can this space in red be used to expand the graph? Can the bills boxes be shrunk?
Please fix this issue as it used to work fine. Thanks.
Hey everyone! Let's talk about balancing our financial goals with the things we do for fun. How do you budget for your favorite hobbies, collections, or entertainment? I like to treat my hobby spending as its own dedicated category in my Quicken Simplifi Spending Plan. I make sure to carve out a specific "fun fund" each…
Hello everyone! Here are the issues and features we were able to tackle with the 6.10.0 and 6.10.1 Mobile Releases, released March 10th & 16th: FIXED: Error when tapping outside the subscription dialog or tapping the close button during the upgrade flow on iPhone. FIXED: Unable to resolve the "transaction needs your…
We’re excited to announce that Quicken Simplifi now integrates with Kelley Blue Book! This new feature lets you link your vehicle asset accounts to Kelley Blue Book so you can automatically track your automobile’s value as part of your net worth—without manually updating it each month. The Kelley Blue Book integration is…
Bank of America will begin its migration to a new API platform starting today, 2/24/26. This will affect users in waves, meaning not all users of Bank of America-affiliated Financial Institutions (FIs) will be affected at once. The list of affected financial institutions is: Barnes & Noble BOA FIA Card Services World…
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NEW 3/5/26: Pending transactions are delayed in impacting the balance for connected accounts
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