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NEW 9/8/26: America First Credit Union FDP-7500 / CP_SERVER_ERROR / Account Error
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Hello all, Do you guys track how much of your car payment is going to principal and how much to interest (or your mortgage)? I’m trying to figure out how much my debt and liabilities (my loans) are costing me in Simplifi and I have a hard time doing it. I do know that Simplifi right now is not downloading transactions for…
I have some IRA investment accounts with private investments that I have added as manual holdings into Simplifi. These investments accounts are manual in Simplifi, and thus I manually maintain all transactions, add/remove holdings, editing cash balance, etc. Today I noticed that each of these manual investment holdings are…
My connected Fidelity investment accounts are showing many municipal bond holdings at roughly 100x too high in Simplifi. The account-level values appear normal, but the security-level market values and gain/loss figures look inflated. It appears the bond quotes are being treated without the usual per-$100 par value…
20+ years Quicken Classic user, just started my Simplifi subscription last week, so I'm working out the kinks. My Wells Fargo CD in my Morgan Stanley IRA is being handled incorrectly. It is calling it a cash account and says I have 20,000 shares, which is giving a market value of just under $2 million. If only that were…
This is the second time this has happened. My bank is a manually maintained account as they aren't on the network to sync with Simplifi. When I enter a credit card payment, I get the notification that I'm adding a manual unmatched transaction, which I accept. However, I log in later, and the transactions are gone. I've…
Ability to export all investment transactions into a CSV file is very important for those who use that info to prepare year end statements to track dividend income, buy/sell activities or any other investment cash sub-account activity.
My CD matured and the principal, plus interest, was dropped in Savings. I'm trying to split the Category between "CD Investment" and "CD Interest earned". Example: Starting out with $10,857 deposited. In "split transaction", split 1, I have entered the original $10k. When I do that the "Left to Split" doubles to $20k. ??…
I noticed that either today or yesterday; the "Holdings" under "Investments" shows the plus/minus dollar amount of a given stock per share. Previously, it used to show the plus/minus dollar amount of the stock multiplied by number of shares I own! Please revert this behavior. I don't care that a stock gained 5 dollars or a…
[removed] Hi - I have 2 401Ks at Principal Financial Group. Starting earlier this year, while updates successfully completed without any connection error, the balances on these two 401K accounts were not getting updated. When I contacted you, you suggested that I reconnect to Principal. I tried this and it worked, but only…
I noticed a UI update to Quicken Simplifi in the last couple of days. On the Investments screen, it used to show the market value change for the shares I actually own for each stock. Now it shows the stock’s price change per share instead. I like keeping the percentage change because it’s useful for seeing how the stock is…
The new time ranges for watchlists are helpful. They should allow for recurring periods (quarterly, annual, etc) in addition to the standard monthly. Ideally the targets should be visible as part of comparisons in the Spending Dashboard.…
The CSV should include something like a full path, see image example below. A Category Path column is the clearest way to preserve the full hierarchy at any depth. This can be useful for exporting and working with the data, or having AI look at the CSV. Example, "Hey AI tool, please look at this attached category list and…
After reviewing and categorizing all transactions for a month, I'd like to mark the entire month as Reviewed or Closed. This would provide a clear indication that the period has been reconciled and its reports can be trusted, similar to a month-end close in accounting. If a new or changed transaction later appears in a…
Want to keep an eye on your spending during a specific period? You can now set a time range for your Watchlists! When creating or editing a Watchlist, turn on the Time range toggle to add a Start date and End date. Choose the dates you want to track, and your Watchlist will focus on spending within that timeframe. The…
Hello everyone! Here are the issues and features we were able to tackle with the 6.36.0 Web Release, released on September 10th: FIXED: Reports are not saving table column customizations. FIXED: “Create a rule” is shown in recurring series overflow menus. FIXED: Watchlist chart tooltip missing cents and redundantly…
Hello everyone! Here are the issues and features we were able to tackle with the 6.36.0 Mobile Release, released on September 10th: FIXED: Time interval is shown on mobile transaction reports. FIXED: Deleting a transaction rule in Settings > Rules reopens the Edit Rule dialog for the deleted rule instead of returning to…
We are currently seeing an issue with Fidelity returning an FDP-2505 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…
We are currently seeing an issue with HSBC Bank returning various errors in Quicken Simplifi after a recent website change. 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…
We are currently seeing an issue with America First Credit Union returning an FDP-7500 / CP_SERVER_ERROR, or an 'Account Error' error if the user is on Plaid, 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…
When I get up in the morning, I like to have a cup of decaf coffee or tea. I like the flavor, but I can't have too much caffeine. What beverage do you like to drink when you wake up?
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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