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Greetings, Please consider adding a "One-time expense" that can span multiple months. For example, this could be used for things like small home projects, vacation spending, etc. The idea would be that I've set a spending cap of $100 on my "Home Plumbing Project" and this would let me know how much I have left to spend. I…
I really appreciate that QS has added the ability to view Notes in Watchlists and Reports BUT I'd really like the Notes to remain "checked" on as the currently, when I go to another area in QS and come back to Reports or Watchlists, the Notes box is "unchecked" Thanks
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.
I have not gotten updates for any of my Raymond James accounts in 10 days. The latest error message is Care code: FDP-102. Anyone else having this issue?
Have there been any updates to the Barclay connection issue? Looking for a timeline of when this will be fixed.
In iOS mobile app, you can’t Drilldown in the pie chart. Even if you manually filter for a catagory, it still doesn’t Drilldown and show subcategories. ideally, you should be able to click on a section in the bar graph and get Drilldown. [edited image to reduce size]
For the past month I've been getting FDP-101 when attempting to sync my SEI account. Last successful sync was 36 days ago. I had MFA properly configured and working for some months. Since you seem to have so much trouble with the SEI connection, I have not tried any troubleshooting on my end other than retrying…
This discussion has been merged.
When looking at the Spending report, i think it would be good to see a percentage that category is taking up in the pie chart. following some budgeting rules, i like to generally say around 15% of my monthly income spend on food/groceries...i want to make sure im saving 15% of my income ....etc Thanks!
The robot said I should use the gear icon and select flags. The gear icon has seven options, which don't include flag. What if a bot doesn't answer my question? Is there a way to get a representative?
Hello everyone! Here are the issues and features we were able to tackle with the 6.15.0 Web Release, released April 15th: FIXED: Unable to delete a tag tied to a non-existent/deleted savings goal. FIXED: Transaction amounts are misaligned in Planned Spend when they exceed 4 digits. FIXED: Net Worth report total amount…
Having the option (e.g., in the Settings) to always show some of the additional fields (e.g., Tags) when splitting a transaction would save so many clicks, e.g., for users who split transactions purely for the sake of assigning different tags. Having to perform multiple clicks to reveal the Tags field for each new split…
I'd like to assign all transactions with the words "payment/deposit" in the action column to a specific category. Rules should allow assignment of category based on action type.
It would be great to add some flexibility to the Retirement Planning tool to allow for a change in circumstances at a certain time in the future. In other words, provide the option to indicate current income and spending for, say 10 years, but then reduced income and increased spending due to the loss of a spouse or…
Hello Is it possible to make a rule that will take a transaction and split it between my two home businesses and personal expense based on percentages? For examples lets say my mortgage was: Expense: $1000.00 Personal Expense: 65% Business 1 Expense: 20% Business 2 Expense: 15% That would save me so much time. Is this an…
Merrill Lynch Benefits Online on Quicken Simplifi used to connect to https://www.benefits.ml.com/ but now the only option is to try to connect to https://www.ml.com, where I do not have an account. It's no wonder I get the following error when trying to add this account to Simplifi: "Authorization access requiredWe are…
We are currently seeing an issue with Grand Bank-Tulsa OK returning an "invalid_client" error during the OAuth flow. 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…
We are currently seeing an issue with Voya Financial returning a "You have already added all your accounts at this bank" message in Quicken Simplifi. This may start as a "No eligible accounts found" message for existing accounts; however, disconnecting and reconnecting results in the "You have already added all your…
We are currently seeing an issue with Valor Bank returning an FDP-2102 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…
We are currently seeing an issue with Raymond James & Associates returning an FDP-155 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…
We’re excited to introduce a highly requested update that gives you more control and flexibility when managing your recurring transactions! You can now add split lines directly within your Recurring Series—whether you’re setting up a new series or editing an existing one. This allows you to categorize portions of a…
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…
We’re excited to roll out Saved Reports, a new way to customize, organize, and quickly revisit the reports you use most! This feature is now live in Early Access on both the web and mobile apps. What’s changing? The Reports section is getting a fresh new look and some powerful upgrades: New Reports Dashboard: Instead of…
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…
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NEW 4/8/26: Barclays - Missing Transactions
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