Welcome to your community
Feel free to introduce yourself and post any questions or feedback regarding the Community here!
We'll post announcements regarding Quicken Simplifi and the Community here.
Here, you'll find Release Notes, new features, newly added banks, and other updates from our Product Team. Note: Product Update Announcements are for informational purposes only and are therefore closed to comments.
If there's an emerging issue with Quicken Simplifi, we'll post an alert here. Note: Community Alerts are for informational purposes only and are therefore closed to comments.
Here, you'll find all of the known issues related to Online Banking and Quicken Simplifi. Note: Community Alerts are for informational purposes only and are therefore closed to comments.
Just hit a new goal? Tell us how Quicken Simplifi helped!
Post your feedback and feature requests here!
Here, you can post your questions about using Quicken Simplifi!
Learn about Enhanced Reports in Quicken Simplifi!
Join us in The Water Cooler!
Been getting a Simplifi "This Bank is not available right now" for weeks trying to connect my Barclays accounts. Is somebody looking into this?
When scrolling transactions with either mouse or sidebar in the app, the screen auto-adjusts back to the top of the screen in 2 seconds. I don't have time to edit the transaction. This wasn't happening befroe the last update
Charles V. Orangeburg, NY Using Simplify for a few years. Interested: product issues/resolutions
I'm trying to use splits to break out my mortgage into principal, interest, and transfers to an Escrow account. For the Escrow account, I have a manually managed savings account that I use a transfer to update the balance. The past two months, I have been able to include the negative transfer in the spending plan as I want…
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…
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…
Sadly seems this bank is no longer working with Simplifi. Please add it or fix! Thank you.
I haven't been able to connect to my Discover Card account for more two months. I followed the instructions in a similar discussion and I receive the following message: OAuth 2.0 Authorization Server error: invalid_redirect_uri error_description: One or more redirect_uri values are invalid. Given:…
Its correct on the web app. Duplicates for recurring bills showing up each month in mobile app for some bills, not all. I noticed it because its flowing though to the Spending plan bills total and showing an almost overspent forecast. Edit : On a deeper dive it may be that the duplicates are from an older bill series that…
www.first.bank has updated their website and app, ever since the update Simplifi can't connect and is throwing FDP-106. Is there any timeline when or if this can get resolved.
Here is my honest opinion of QS. I have been using QC (Quicken Classic) for 20+ years. I travel extensively, 80% of my time, QC sync was just not reliable or I found useable. QC served my needs while not traveling. I sought alternatives. QS (Quicken Simplifi) and a competitor. I will not comment here on the competitor.…
this used to work but something was introduced a couple weeks ago. in the transactions view, you scroll down a bit. you left-click on a transaction and the details appear in the modal. if you dismiss this modal with the escape key, in the past, the modal would just disappear. in recent versions, this will also…
I would like to be able to update the expense series target amount on existing categories in a prior month (say, four months in the past), and have it carry forward through subsequent months to the current month. Currently, when I make such historical change, after some time passes, the change I made to the target amount…
I'd like to request Simplifi add the capability to add expense categories in past months and have them carry through (roll over balances) to subsequent months—even if those months are historical—all the way to the current month. This would help in cases of the need to separate budgets after-the-fact when it becomes clear…
Here's the problem: I have some transactions where the automatic matching process does more harm than good. These are mainly credit card payment transfers from my bank account to the credit card. As detailed elsewhere, credit card refunds (which are not transfers) get matched to the payment transfer. Undoing that mistaken…
Hello, for past sevreal weeks I have had issues syncing only 1 bank account and the agent just asked how many charaters for login name???
We have been made aware of an issue that Discover Credit Card users might encounter when trying to authorize or add their cards for the first time. After going through the Add Account process, the user will be directed to Discover's website, and after entering credentials, will get an error that says: "OAuth 2.0…
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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.13.0 Web Release, released April 2nd: FIXED: The month names overlap each other in report graphs when run over time for an extended date range. FIXED: The first click when selecting a payee during Payee Watchlist creation does not check the…
We are currently seeing an issue with VyStar Credit Union returning an FDP-106 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…
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…
[ONGOING] 3/4/26: The Golden 1 Credit Union returns an FDP-105 error
Congrats to our most Active Monthly Users!