Discover tips, workflows and community insights to help you master Quicken Simplifi at its best.
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NEW 10/1/26: Paid reminders showing as past due on the mobile app
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The new Retail Purchase Categorization for organizing your Amazon orders is amazing. I tried it out in Quicken Classic. It solves the issue of looking at a million orders and having no clue what each is. So can we get the same tool in Quicken Simplifi? Thank you. [edited - readability]
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…
I had previously linked my Apple Card to Simplifi and all was well. A few days ago it stopped updating. I reset the connection, didn't work. So I deleted the account and tried to re-add but now Apple Card isn't listed as an available account. I saw Apple Wallet is, so I tried that. When I press Add Account and choose Apple…
Please add a planned spending report with the option to run it monthly, range of dates and year to date and compare to actual spending. The only option is to see planned spending by month and there is not a report that can be run for planned spending.
Hello, I have several accounts with MSSB. I had originally had issues with Simplifi automatically connecting with this institution so I created manual accounts for them. I got tired of having to enter everything so I created new accounts (through the add account routine). It saw all the accounts, so I selected the link to…
Merrill Lynch Benefits Online has been returning the following error for 4 days now: Account needs attention (Care code: FDP-105) We are unable to connect to Merrill Lynch Benefits OnLine at this time. Please try again later.
There should be an option to add or remove cards from the dashboard. If your not using a feature there is no reason to have it on the dashboard.
Simplifi IRR for my connected American Century TWCGX account from 2026-09-05 to 2026-10-04 is 5.22%. I manually entered a missing -$320 cash flow on 2026-10-01 because the aggregator omitted it. My Excel XIRR is -1.20% when that cash flow is included, but 5.22% when it is removed, exactly matching Simplifi. This suggests…
truist seems to have initiated two factor authorization. i have to reset the connection everytime now
I am having an issue connecting my John Hancock retirement account. The account was previously connected and syncing correctly, but it stopped syncing within the last week. I have tried reconnecting the account and confirmed that my username and password are correct. However, I continue to receive the following error…
It would be nice to quickly see a visual separation between items within major categories like BANKING. Banking, Investments, and Retirement are already in bold fonts. But items under each (checking, savings, credit) etc. are not. It would be easier to navigate if the sub headings could be bolded or separated by visual…
The promise was: Barclays Cards (in my case, a store credit card serviced by Barclays) has a new connector with Simplifi (via Plaid) which is supposed to be new, and improved, and awesome! The reality was: I have tried several days to update my connection, and every time I get the exact same error message: “Something went…
Instead of just alpha order for planned spending, I want to be able to sort by spending priorities and sort by the amount of money planned to be spent. [Edited - Readability]
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…
We are currently seeing an issue with TreasuryDirect returning an FDP-101 error in Quicken Simplifi. This is due to the new ID.me login process. 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.39.0 Web Release, released on September 30th: FIXED: Reminder lists not showing all types of future transactions. FIXED: Selecting parent categories during Watchlist creation does not mark them as selected on the first click. FIXED: Menu…
We are currently seeing an issue on the Quicken Simplifi mobile app where paid reminders are showing as past due. This has been escalated internally, and a fix is expected with the 6.39.1 mobile release. In the meantime, please do not unlink or delete the reminders to clear them. The reminders will go away once you update…
Hello everyone! Here are the issues and features we were able to tackle with the 6.39.0 and 6.39.1 Mobile Releases, released on September 30th & October 2nd: FIXED: Hide Cents option is partially hidden behind the 'Apply' button in report filters. FIXED: Financial Space header is positioned under the camera/notch on…
We’re currently investigating an issue affecting Police and Fire FCU in Quicken Simplifi. Customers may encounter an FDP-102 error when attempting to connect or update their accounts. The issue has been escalated to our internal team for further investigation. At this time, we don’t have an estimated time for resolution,…
We are currently seeing an issue with Northwestern Mutual Insurance returning a 170 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…
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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