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ONGOING 8/4/26: Discover Card returns FDP-101/CP-SCRIPT_ERROR
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Please add an option to include investment income (dividends and interest), especially from money market core positions such as Fidelity SPAXX, in Income reports. These distributions are taxable income and should optionally be counted even when automatically reinvested.
Trying to connect to my credit union but getting this error. Anyone else with this issue? URL is https://secure.communityamericaonlinebanking.com/
please bring back the ability to create a rule from the transaction on the mobile app. Removing the check box and this functionality is extremely inconvenient and should be part of Simplifi
I'd love to see a phone widget that can show you how much you have left to spend in the month. That would make it super easy to see at-a-glance.
Hello everyone! Here are the issues and features we were able to tackle with the 6.31.0 Web Release, released August 5th: FIXED: Net Worth dashboard card graph gets distorted. FIXED: "Add manually instead" is incorrectly displayed when linking a manual real estate account to Zillow. FIXED: The 'Show excluded' filter in…
Try out Quicken Assist Chat and share your experience! We’d love to hear how it’s helping you manage your finances and any suggestions you have. The announcement for this feature has more details on how it works:
Hello everyone! Here are the issues and features we were able to tackle with the 6.31.0 Mobile Release, released August 5th: FIXED: The positive sign is not displayed for a category row in the Spending Transaction report when its total value is positive. FIXED: The progress banner for the Spending Plan getting started flow…
This discussion was created from comments split from: Issue with Raymond James Financial Connection (FDP-185).
Tried create a report to show me credit card payments. Since these are transfers, I selected the option to show "Excluded in Reports" I still didn't see them. LTDR showing Excluded in Reports is being ignored by the filter in spending and spending summary. It was working during the week. I had a report that had "Show…
We’re excited to announce that Quicken Assist Chat is now available for 60% all of Early Access Basic subscribers 50% of all Basic subscribers on both the Web and Mobile apps! Quicken Assist Chat is an in-product AI chat experience designed to help you understand your finances, explore insights, and complete tasks more…
I moved to Simplifi when Mint closed and was able to import all my accounts / data which was great. I have a lot of closed accounts. When I go to the Settings -> Accounts to manage accounts / update connections I have a lot to scroll through. It would be very useful if there was the ability to filter the accounts with…
We are currently seeing an issue with American Express returning a CP_SCRIPT_ERROR, CP_ACCOUNT_NOT_FOUND, or "You have already added all your accounts at this bank" 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,…
I can't be the only one experiencing this… whenever I am entering dollar amounts in a transaction, the data entry is HORRIBLE. The delete key doesn't work. Backspace doesn't work right. When I type digits they don't always appear where my cursor is. If I try to shift+select to erase the entry it doesn't work. It is so…
HealthEquity has moved to passkey-only authentication and now permits exactly one financial data aggregator: Plaid. HealthEquity support has confirmed this in writing to multiple users: "Due to our recent security upgrade to passkey authentication, HealthEquity does not support connections with financial data aggregators."…
August is here! ☀️ What's one thing you hope to do before summer comes to an end? Whether it's a weekend getaway, trying a new recipe, catching a concert, or simply relaxing outdoors, we'd love to hear! For me, I'm looking forward to a camping trip this month! 🏕️ I haven't been camping in a few years, so it was an absolute…
We are currently seeing an issue with Fidelity Inv & Retirement returning an FDP-6000 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…
I exclude work expenses and reimbursements from reports so that it does artificially inflate my spending and income. However sometimes I want to run a report on those items to make sure my expenses match the subsequent reimbursement. I can't do that because those transactions are excluded from reports. There needs to be…
Keeping track of business expenses is now easier with Expense Receipts — a new way to capture, organize, and manage your receipts directly in Quicken Business & Personal. Whether you’re taking a photo of a receipt while you’re on the go or uploading receipts you already have, Quicken can help extract important details and…
We’re excited to introduce an updated Transaction List toolbar on the Quicken Simplifi Web App! This enhancement delivers a cleaner, more streamlined experience and makes some of the most commonly used tools easier to access. This feature is currently available to 20% of Early Access all users on the Quicken Simplifi Web…
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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