Discover tips, workflows and community insights to help you master Quicken Simplifi at its best.
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NEW 10/1/26: Paid reminders showing as past due on the mobile app
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I am experiencing a bug when linking transactions to recurring series. Although I only created one monthly subscription (e.g., for Netflix), four identical options appear when I try to link a transaction. Only one of these options actually connects to the active series and clears the reminder. The other three appear to be…
One of my monthly annuities is being categorized as a credit card payment. I cannot create a rule to fix it since rules won't work for credit card payments because it says it is linked to other things. But it is not linked to anything else and it is not a credit card payment and is in fact income and not a payment at all.…
I'd like to pin the reviewed column to the far right pannel. Currently though, on Windows desktop in Chrome, there's no way to click on the three edit dots displayed on other columns. This is where the setting to pin it is located. This also appears to be a problem for other narrow columns that just havwe in icon instead…
I have 2 vanguard logins for myself and wife. each has several accounts. I previously had made one brokerage account manual for each login. Today I tried to reconnect both these accounts. During the process Vanguard authentication had a problem with the pop up sign on page. I was eventually able to reactivate both or so it…
If you have a manually tracked brokerage account, the account value of brokerage accounts on the “Accounts” and “Net Worth” pages will never be updated to reflect the current value (unlike the “Investments” tab). The only way to update the amount of these accounts shown in the “Accounts” and “Net Worth” pages are to update…
Since it’s October, let’s take a little trip down memory lane... What was your first car or motorcycle? Bonus points if it was a little spooky, beat-up, or held together by sheer determination. 😸 Did you love it, hate it, or somehow manage to keep it running forever? And more importantly, was it a spooky nightmare for your…
Because there is currently no meaningful report around Savings Goals, I created a spreadsheet to serve the purpose. Thought I'd share it with the community to illustrate the kind of information I'd like to see in a Savings Goals report. The big number is the total amount of money saved toward a particular goal this year.…
The bank, aggregator, or Simplifi system sometimes create mysteriously misnamed Payees and miscategorize transactions. Simplifi could help users by adding a global option to replace the incoming Payee field with the 'Appears on your statement as' field. The later field often provides critical context for the transaction.
Using the either the App or the Website, I have a notification that there is a 'new' feature on the Credit subheading under Banking. I first noticed it yesterday, but honestly it could've been there longer. I don't remember seeing any kind of notification for a new feature in this area. Anyone have any ideas what is…
Is there a report that tracks your savings goal contributions? I’m tracking my emergency fund across two accounts and it would be nice to see the total contributions to the goal each month.
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…
Any update on the progress of resolving the CIT Bank connectivity issue?
I just recently lost connection with Space Coast Credit Union two days ago. I tired to reset the connection but still get error We are unable to connect to Space Coast Credit Union at this time (to.100 error)
Simplifi already has Slavic 401k as a supported institution. However, the login doesn't work. I get this error all the time when trying to add my account: We are unable to connect to Slavic 401k at this time. Care Code: FDP-155 Could anyone provide any tips? Can support troubleshoot this issue? Thank you in advance!
Want to see how your finances have changed over time? Comparison Reports are now available on web and mobile! With the new Compare option, you can compare the current report period against another period to see how your income and spending have changed. You can choose from: Prior year — Compare your current date range with…
We are currently seeing an issue with TreasuryDirect returning an FDP-101 error in Quicken Simplifi. This is due to the new ID.me login process. 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.39.0 Web Release, released on September 30th: FIXED: Reminder lists not showing all types of future transactions. FIXED: Selecting parent categories during Watchlist creation does not mark them as selected on the first click. FIXED: Menu…
We are currently seeing an issue on the Quicken Simplifi mobile app where paid reminders are showing as past due. This has been escalated internally, and a fix is expected with the 6.39.1 mobile release. In the meantime, please do not unlink or delete the reminders to clear them. The reminders will go away once you update…
Hello everyone! Here are the issues and features we were able to tackle with the 6.39.0 and 6.39.1 Mobile Releases, released on September 30th & October 2nd: FIXED: Hide Cents option is partially hidden behind the 'Apply' button in report filters. FIXED: Financial Space header is positioned under the camera/notch on…
We’re currently investigating an issue affecting Police and Fire FCU in Quicken Simplifi. Customers may encounter an FDP-102 error when attempting to connect or update their accounts. The issue has been escalated to our internal team for further investigation. At this time, we don’t have an estimated time for resolution,…
We are currently seeing an issue with Northwestern Mutual Insurance returning a 170 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…
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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