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UPDATED 10/6/26: Northwestern Mutual Insurance returns a 170 error
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I've noticed that QBP occasionally will drop reminders from recurring bills series. For example, I created a recurring bill series that corresponds to a monthly checking account debit for health and other insurance benefits that occurs on or about the first of each month. The series history shows monthly transactions as…
Using the either the App or the Website, I have a notification that there is a 'new' feature on the Credit subheading under Banking. I first noticed it yesterday, but honestly it could've been there longer. I don't remember seeing any kind of notification for a new feature in this area. Anyone have any ideas what is…
I really enjoy the Quicken Simplifi app. It’s magnificently helpful for my monthly/yearly budgeting. It super irks me that I can’t re-order the categories inside “planned spend” to be more beneficial to me. Alpha order is NOT helpful. This would be such an easy fix - add under “options” upper R corner the ability to…
I'd like to pin the reviewed column to the far right pannel. Currently though, on Windows desktop in Chrome, there's no way to click on the three edit dots displayed on other columns. This is where the setting to pin it is located. This also appears to be a problem for other narrow columns that just havwe in icon instead…
It would be great if I could sync my Webull investment account with Simplifi. I understand that the investment category is still under development, but I do hope you consider this. Keep up the great work, love Simplifi so far!
Having the 'Mark as Paid' option on a reminder is really helpful. However, I noticed that if I mark a reminder from a series as paid, the transaction doesn't have the ability to get unlinked to the series. The 'Unlink' option is greyed out. Is there any particular reason for this? I would like to be able to unlink…
My Cenlar mortgage is coming up as a positive, not negative balance, completely throwing off the total net worth. Any way to flip to be a negative that I owe vs an asset?
They are the financial institution for many 401k accounts. This works in Quicken, but is not yet in Simplifi.
I'm able to link (or access) all my Citi accounts - checking, saving, credit cards - but not Citi brokerage account.
We are both retired and have started using Simplify. I'm just using it to see if bills get paid. What has worked for me up till now : I log on, go to bills and income and change the date range to a time at least a few weeks back from the default one. Then I will be shown all of the past bills. I check the notifications one…
after the last app update i can no longer: access any selection as the refresh keeps spinning. Essentially the home page is frozen. I can scroll but unable to select anything If i am able to access the hamburger in the upper left and select it gets stuck i am on IOS 27.0.1 and simplifi 6.40.0
Get message that Bank of Lexington (BoL) is asking me to re-enter my credentials. (Care code: FDP-350). When I re-enter my credentials at BoL using WebOS, i am switched to the Simplifi Mobile app. I am unable to re-enter my credentials via WebOS or Mobile.
It would be great if there was a way to add Tag(s) to specific Categories, so that when a transaction is categorized the tag(s) could be applied automatically.
For a couple of days, Huntington does not update. Reconnecting accounts results in FDP-106. Per support, I made all accounts (despite still having the same names and numbers) manual and tried to add new connection by going to Add Account → Huntington → Log In. After logging in, I still get FDP-106:
hi, this used to work until about a month ago. Anyone else having this issue?
When attempting to connect to paypal using the same credentials that can be used successfully to log on at PayPal.com, the connection doesn't work. The failure message includes Care Code: FDP-103.
We are currently seeing an issue with Huntington National Bank returning an FDP-106 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.40.0 Web Release, released on October 7th: FIXED: Reminder lists not showing all types of future transactions. FIXED: Misaligned fields in the Create Series modal. FIXED: Paid reminders showing as past due. FIXED: Income and Spending…
Hello everyone! Here are the issues and features we were able to tackle with the 6.40.0 Mobile Release, released on October 7th: FIXED: Planned Spend expense cannot be changed from one-time to monthly without editing another field. FIXED: Paid reminders showing as past due. To be automatically notified of new product…
Since it’s October, let’s take a little trip down memory lane... What was your first car or motorcycle? Bonus points if it was a little spooky, beat-up, or held together by sheer determination. 😸 Did you love it, hate it, or somehow manage to keep it running forever? And more importantly, was it a spooky nightmare for your…
Want to see how your finances have changed over time? Comparison Reports are now available on web and mobile! With the new Compare option, you can compare the current report period against another period to see how your income and spending have changed. You can choose from: Prior year — Compare your current date range with…
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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