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This discussion has been merged.
They are the financial institution for many 401k accounts. This works in Quicken, but is not yet in Simplifi.
Can you please provide an update on adding the Business account login portal so that Business accounts can be added to Quicken Simply? I am not having issues with the PERSONAL portal, but there is no available login for the business account section, which is a separate login portal with separate credentials. After I added…
This discussion was created from comments split from: "You have already added all your accounts" message with Manulife Bank of Canada (edited).
In the case of an income transaction, the "payee" makes no sense. As a new user, I puzzled over this. Renaming it would have made its purpose obvious.
Weird. I just took a previously entered transaction and edited it to split it into 3 categories. After I did that, all three transactions showed, one per line (I opted for that a while back; don't remember how, but I like it) on the Transaction Activity list, as they should have. But all three said "undefined" in the Notes…
This discussion was created from comments split from: Split transactions should be treated as separate transactions (2 Merged Votes).
This discussion was created from comments split from: "You have already added all your accounts" message with Voya Financial.
Why did you compress the projected cash flow graph chart? I never comment on anything on the internet but you brought me out of the woodwork on this one. Change it back!
Is there any way to generate a cash flow report of the bills, income, etc that shows the detail that would be in the cash flow chart/diagram? Currently , i see you can only generate a historical view and breakdown of past spending. I want to see the same for future so that i can export to a sheet to look at. At this point,…
Have two accounts set up with auto payments montnly to pay down a credit card account. Every time I leave Simplifi and restart it, the next monthly payment shows paying off the whole account balance instead of the monthly amount that i have set up. All following payments are correct.
We are currently seeing an ACCOUNT_MISMATCH with Vanguard in Quicken Simplifi. There is also a banner up in the product when adding a Vanguard account that says "Vanguard is reporting connection issues". This is part of a known outage, and we are working with Vanguard to resolve the issue as quickly as possible. We…
Hello, Please add Onity Mortgage (formerly PHH Mortgage) as a supported institution in Simplifi. Here's their login URL: https://account.onitymortgage.com/onity/#/login
Right now, it seems there are no choices to remove multiple items for tags, rules, etc. They need to be removed one at a time. Also, it is very tedious and time consuming to respond to each deletion with the delete message prompt appearing each time. Maybe an option to forgo the prompt after a couple of deletions to focus…
Hi, I wish there is a timezone setting that can be set independently. Currently, when I add transactions, I often have to wait for the time to 'catch up' for it to reflect in my accounts. It'd be great if I could set my timezone to my region, so my accounts are always synced to my location 😊.
We are currently seeing an issue with American Express returning an 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 will post updates as soon as we do. If you're experiencing this…
We’ve introduced Credit Card Details, a new enhancement that makes it easier to stay on top of your credit card activity—all in one place! This feature is now available in Early Access on both the Web and Mobile Apps. When viewing a credit card from the transaction page, you can now quickly see key details such as:…
Hey everyone! Let's talk about balancing our financial goals with the things we do for fun. How do you budget for your favorite hobbies, collections, or entertainment? I like to treat my hobby spending as its own dedicated category in my Quicken Simplifi Spending Plan. I make sure to carve out a specific "fun fund" each…
Bank of America will begin its migration to a new API platform starting today, 2/24/26. This will affect users in waves, meaning not all users of Bank of America-affiliated Financial Institutions (FIs) will be affected at once. The list of affected financial institutions is: Barnes & Noble BOA FIA Card Services World…
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…
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] 2/20/26: HealthEquity returns an FDP-108 error
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