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I have a reoccurring bill set up that is for rent. However, the rental agency adds in the water bill every month. Since I cannot create a split transaction for the bill (which should be allowed), I split it when the expense clears the checking account. What I noticed is the water portion of the bill is not showing up under…
I use First Citizens bank and Trust. I have set my account to balance with pending transactions. I have allowed it to update many times and even reconnected the accounts and it still is not showing pending transactions or the correct account balance that includes the pending transactions. Does anyone know how to fix this…
Every month about a week before a recurring deposit (income) is about to occur quicken drops the reminder from the checking account and so it looks like I'll be overdrawn that week or later. This has started happening in the past few months. Simplifi is starting to remind me of the buggiest software I used in the past,…
I have several accounts at Fidelity Investments that include, retirement, investment, health savings and employee compensation. When I add Fidelity accounts through Simplifi, the Fidelity interface displays and I'm able to select all of the accounts. However, after indicating that it successfully added the selected…
Is this going to get fixed? I have read other posts about the problem but still a issue. See attachment that AI Gemini addresses.. This information is putting the blame on Simplifi app developers
Is there any way that accounts that use Net Exchange Investor can be configured to NOT need the one time code on EVERY SINGLE REFRESH? Every other account I have either doesn't seem to need it after trust has been set up, or there might be one account that needs it every some weeks/month. But to need it every single time,…
I am paying my credit card bills today, Feb 15, 2026. When I enter a transaction for a payment scheduled for March 1st, 2026 the transaction is totally hidden it is not shown as a reminder in the reminder carosel It is not show as a pending transaction in the Transaction activity The impact of the transaction is not shown…
Move recurring transactions to their appropriate accounts in order to track accurate balances. I'd rather not be surprised at a balance once a transaction has match vs one than I know is anticipated, but not accounted for in the actual account.
Like many of us, a good portion of my monthly transactions are Venmo expenses and reimbursements between friends, roommates, my partner, etc. These are already annoying to individually categorize, but a few months back Simplifi suddenly started hiding these transactions by default from the Spending Plan & Reports. I'm not…
I've been trying for a while to find a solution to this: We'd like to set aside a chunk of our planned spending for "discretionary", i.e. free for all, but track it like all the others. i.e. each month we set a limit for $1000 that we can spend on whatever that's not part of specific category. We like the view that shows…
Hi, I’m unable to add my CareCredit account under connected accounts in Simplifi. CareCredit recently migrated to Synchrony’s new login portal, and since then the account no longer appears as an option to connect. This account used to work previously. CareCredit told me they support Quicken integrations, but Simplifi…
I haven't been able to see any transactions having been downloaded in 6 days. No Transactions at all. Anyone know what might have happened. I can run a Report but there aren't any Transactions from the last date of a download.
My spending plan stops at December 2026 despite it being recurring. Is there an identified bug that’s keeping these amounts from rolling over into 2027?
Do you have the ability to import or sync a paycheck and its related categories in from Gusto paycheck? Or the ability to save the categories for each paycheck so I don't have to manually input each category, like employer match, health insurance, state tax, federal tax etc. for each pay period
I'm using simplify web version in duckduckgo. I've been using for several years and I'm now receiving an "an error has occurred " message anytime I try to do anything that requires internet access. Update accounts, using help, etc. The update daily just continually spins, this has been occurring for about 4 days. I've…
Some Discover customers who are attempting to migrate to OAuth might experience an error that states, "We're Sorry, The page you are looking for is not available right now. We apologize for the inconvenience. [The error continues to provide a phone number and support hours to contact]". This is a known issue that we are…
Some Discover customers may experience an issue when attempting to authorize their accounts. In the OAuth screen on Discover's website, the user may see an error: "We have experienced technical error. Please try again". This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to…
Hello everyone! Here are the issues and features we were able to tackle with the 6.6.0 Web Release, released February 11th: FIXED: Able to change investment accounts to non-investment types when resetting the connection for a financial institution. FIXED: When "Mark as recurring" is selected on a transaction, don't show…
We are currently seeing an issue in the Quicken Simplifi iOS app where users are unable to edit bill and income reminders. 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 will post updates as soon as we do. If you…
Hello everyone! Here are the issues and features we were able to tackle with the 6.6.0 Mobile Release, released February 10th: FIXED: Searching transactions always shows the same number of returned transactions. FIXED: Unable to edit the account type or link accounts during the reset connection flow. FIXED: Able to change…
We’re excited to announce that Quicken Assist Chat is now available for 60% of Early Access 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 efficiently—all by asking questions…
We’re excited to introduce a refreshed transaction list experience, currently available to 20% all of Early Access users on the Quicken Simplifi Web App! While the updated design keeps the familiar look you know, it brings powerful new enhancements to make managing your finances even easier. What’s New Customizable…
We are currently seeing an issue with Venmo returning an FDP-105 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 will post updates as soon as we do. If you would like to be automatically…
We are currently seeing an issue with Chase returning an HTTP 400 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 will post updates as soon as we do. If you're experiencing this issue in…
We are aware of an issue where Freedom Credit Union PA is returning an FDP-102 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 to be…
[ONGOING] 1/22/26: Duplicated or $0 Balance in Manual or Asset Accounts, and Savings Goals
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