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How much long will this take to fix the connection for Manulife Bank? It has never worked since I joined in November 2025 and I keep receiving information that the team is "working on it".
I have Bill Connect set up for APS, and I receive an email from Quicken every month when a new bill is available. However, the amount and due date never update in the app or on the website. The series is set up with an estimated $100 per month, with a due date of the 17th. In the attached example, the amount should change…
We are currently seeing an issue with PayPal Credit, MasterCard and Crypto where transactions are missing 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…
Why isn't account reconciliation part of Simplifi? This is a basic feature in personal finance software to ensure accounts are correct.
Since I'm paying for this service, I feel I have a right to gripe. Buckle in. Automatic categorization is random. Most of the time Sprouts is recognized as Groceries, but occasionally it gets tagged as a Restaurant. Simplifi couldn't figure out what category the US Post Office should be. It decided In-N-Out must be a…
I'm trying to manually add WBREOX (https://www.quicken.com/investing/mutual-funds/WBREOX/BlackRock-Equity-Index-Fund) as a holding to one of my accounts, but Simplifi will not list it as an option. Instead, I have to manually enter it all the details rather than having it automatically update the share price.
Go ahead and explore the new Net Worth feature and tell us what you think! We’d love to hear how it’s helping you track your financial progress and any ideas for improvements. Here is the announcement for this feature with more details: https://community.simplifimoney.com/discussion/15578/new-feature-alert-net-worth
I am unable to connect my former SagePoint Financial account. SagePoint is now called Osaic eQuipt. I have verified login to my online eQuipt account. Osaic has several financial companies including eQuipt and Woodbury Financial Services.
I opened a new CD in the E*Trade bank and all's well. I opened a 2nd CD and have been trying to bring it over SQ. I'm doing exactly the same as I did for the first CD. I get the following from the "NEW, Add Account" attempt: E*Trade Bank "You have already added all your accounts at this bank." Both CD accounts have been…
Some investment accounts have a cash sub-account that functions as a checking account. As such, the ability to split investment transactions into separate categories from the sub-accounts is crucial.
Hi there, I used to be able to create a rule while I was updating the category of a transaction. That option has been removed. Can you please add it back? It is challenging to have to leave the transaction and navigate the menu to find the rules feature to then remember the text of the transaction to be able to create a…
I had to manually enter two transactions (not sure if there are others) that were several days past posting in Quicken Classic (I use them both).
Take a look at the attached image. It does a great job of portraying how bland and boring the transactions view is in Simplifi compared to Monarch. Simplifi is painful to look at in comparison. Please bring some life and color to the transactions area.
Monarch has a better look to their lines on the investment performance charts and also gives you a nice comparison to see how you stack up in performance against the S&P 500 (it even does this as you hover over the lines for all the dates). Would love to see these two areas improved. See the attached image as an example of…
One thing the dashboard page lacks is the ability to see total liabilities at a glance. The breakdown section under net worth is very nice, but I wish this could be added as a card on the dashboard. It's great to see net worth right on the dashboard, but being able to also see liabilities right there as well would be a…
I've been using "Planned Spend" to set goals for max I should spend each month in each category. Works well, when in the month, but after the month has passed it sets the "of Max" value to be whatever I actually spent. I'd prefer it to continue to show the Max value in each category, so I can go back several months and see…
I've bought the Business & Personal package so I could manage two different spaces. Works great, except for all the Business stuff I don't really need and just complicates the UI. The most obvious is "Business Setup" widget that appears at the top of the UI. Since I don't have a business I haven't gone through the setup,…
We are currently seeing an issue with Barclays where transactions are missing 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…
We are currently seeing an issue with Westerra Credit Union 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…
With Early Access enabled, Web App users will see a new “Beta” toggle we have upgraded most of the reports in the Reports section. Turning this on unlocks more robust versions of the following Reports: Spending Income Savings Net Worth What's New These Reports now follow the same layout as the current Income & Expense and…
We’ve made it even easier to understand your finances right from your transaction registers with the Spending and Income tabs! With Early Access enabled, you’ll now see three tabs at the top of your register on the Quicken Simplifi Web App: Transactions – your regular register view you’re already familiar with Spending – a…
We are currently seeing an issue with Navy Federal Credit Union returning a FDP-101 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…
We’ve made an update to improve navigation and help you access key actions more quickly in the Web App! This enhancement is currently available in Early Access. The Notifications, Help Center, Settings, and Profile menu options have been moved to the top-right corner of the screen. These options will now remain visible as…
Happy April Fools! No fake feature announcements here today, just a safe space to admit how we sometimes try to fool our own Spending Plans and budgets! We all have that one category we conveniently "forget" to check, or that one purchase we try to creatively categorize. Let us know what the most ridiculous mental…
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…
[ONGOING] 3/4/26: The Golden 1 Credit Union returns an FDP-105 error
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