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UPDATED 11/2/26: Police and Fire FCU returning multiple errors and missing transactions
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I realize this should be tagged as a feature request, but feature requests get appended and disappear. Reported bugs get more attention. If I need to change a category or add a category to a transaction, I can’t tell if I am selecting an income or expense without going to categories or searching transactions for a…
In the Schedule C tax report, if you select to "Show expenses as negative" and have a total loss instead of profit, the loss amount displays as a positive number instead of negative. When you turn of the "Show expenses as negative" the loss displays as negative again. A total loss should always display as negative…
the card payments are showing the total due on the card and not the amount that will be paid. shouldn't the amount to be paid be either the statement balance or the minimum due which you could control by a toggle button or radio button to select next to the title on card payments. showing the total due overstates how much…
To track business income by subcategories (for example, Consulting, Lecturing, Analysis), I create a corresponding Product & Service assigned to each subcategory which I then may invoice as part of a project for a given client. When issuing an invoice that includes a one-time charge, how can I specify the Business Income…
We are both retired and have started using Simplify. I'm just using it to see if bills get paid. What has worked for me up till now : I log on, go to bills and income and change the date range to a time at least a few weeks back from the default one. Then I will be shown all of the past bills. I check the notifications one…
For the last several years that I've used Quicken Simplifi, the Bills and Income page showed all the bills for a given month and whether they had been paid or not. This was a very useful page for providing positive confirmation that a bill had been paid, verifying the amount paid, identifying the associated transaction,…
I have a recurring expense in my Spending Plan for House Cleaning. I used splits to allocated to this expense, but for some reason the amount is not being attibuted. Exclusions are not checked. I have used splits this way for other expenses, but for some reason, it will not work in this instance.
Listen admins. I have no confidence in this program. Truthfully, I think I have made many mistakes that caused errors and created a question of TRUST in the complete operation. I have, at this point, watched 10-15 excellent YouTube videos and now know a lot more. I want to know how to COMPLETELY remove all my data. I want…
We are currently seeing an issue with Happen Bank returning an FDP-181/CP_SCRIPT_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…
I posted this a while back but this happened yet again today and has annoyed me enough that I'm back. First of all, this is an ad in a paid service, and that is infuriating. An ad for a companion product from Quicken does not make it any less of an ad. That said, I could maybe consider let it slide if it didn't keep…
I miss it! Used to use it quite a bit until it got taken away. You can replace the Mark All as Reviewed button since I never use that (and am scared to click it by mistake actually), and it's fairly redundant anyways since you can click the checkbox to select all transactions and then click the Mark as reviewed button near…
I went to reconcile my account at month end to find not all transactions are posted to clear. It only takes me thru 10/20 of the month. There are several transactions from this date to the end of the month.. Not able to complete the close on the account for October 2026. Version 9.3.1 / today's date 11/05/2026 Please let…
When looking at the ALL setting on the Net Worth chart, the X-axis does not begin with the earliest date for accounts in the user data. It seems to start on Jan 1970 as a fixed date. Is there a fix in the works for this? Using the latest Simplifi mobile app on iOS 18.7.7 [edited for readability / edited image to reduce…
This morning I noticed that all of my transactions from 2024 are missing from the transaction register list. When I click the "load more transactions" button and scroll down, the list of transactions goes from 2025 straight to 2023 with no transactions from 2024. I checked the Reports section and the 2024 transactions do…
how do I transfer transactions to a CSV file? [edited - readability]
I am wondering how a transaction gets calculated in the Spending Plan if it is meant to come out of a Savings Goal. Does it still get categorized in its category in the Spending Plan? If so, does that mean it gets double-counted? Is there a way to keep transactions OUT of their associated category and only count against…
My connection to Elevations Credit Union has been failing for the last three days with this error: "Account needs attention(Care code: FDP-101). We are unable to connect to Elevations Credit Union - CO at this time." [edited - readability]
We are currently seeing an issue with BankFund Credit Union returning an FDP-105 error in Quicken Simplifi following recent changes to the financial institution's website. This issue has been escalated internally, and our teams are working toward a resolution. However, we do not have an ETA at this time. Additional…
We are currently investigating an issue where Thrift Savings Plan accounts connected through Plaid are displaying a $0 balance in Quicken Simplifi. This is a known issue affecting Quicken Simplifi customers using the Plaid connection. Our teams are actively investigating, but we do not have an ETA for a resolution at this…
Hello everyone! Here are the issues and features we were able to tackle with the 6.44.0 Web Release, released on November 4th: FIXED: Visibility setting changes at the account level require a force refresh to update throughout the app. FIXED: Monthly Summary report has overlapping text when the expense bar is below the red…
Hello everyone! Here are the issues and features we were able to tackle with the 6.44.0 Mobile Release, released on November 4th: FIXED: Credit Score History chart plots data points under the wrong month. FIXED: Mobile does not link accounts during migration to Plaid. FIXED: Report Summary view: “Days” and “Quarter” time…
We are currently seeing an issue with AllyBank returning an FDP-105 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…
The holiday season is just around the corner, and while it's an exciting time of year, it can also get a little expensive! Whether it's finding creative ways to save on gifts, stretching your grocery budget, taking advantage of deals, or keeping holiday spending in check, we'd love to hear your tips and tricks. What's one…
We'd love to learn how you track business mileage and how we can improve it, so you never miss an earned tax deduction. Please click the link below and take our survey. https://www.surveymonkey.com/r/L7VTNG6 We can't wait to hear from you!
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