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Sadly seems this bank is no longer working with Simplifi. Please add it or fix! Thank you.
In my rule, I have 6 values for the payee field. I remove 3 of them, click on create the rule. I go back into the rule and the same 6 values are there after I just create it. What am I doing wrong or is this a bug?
Simplifi appears to apply its own algorithm for interpreting Payee info and dumbing it down to something shorter. When doing this however, context is often lost. I vastly prefer to have my transactions list match exactly how a payee would show up in my credit card. It seems that Simplfi already knows this information…
This discussion has been merged.
I think there should be an option on recurring bills and income to choose how many and/or date. if i know i need to only make 4 payments of something, then i have to figure out which month that will be. this becomes more tedious when it is in the teens.
Could you please add the ability to connect to the Venmo credit card?
We'd love to hear from our Early Access users on the new Spending and Income tabs! If you experience any issues or have any suggestions or feedback, let us know by commenting below. Here is the announcement for this new feature:…
After over 20 plus years using Quicken for business and personal finance management, I feel Quicken has finally arrived with Simplifi!!! I have a couple of feature requests that would help me. Please add “Reviewed” option for “Investments” accounts. Please add actual file uploads from iOS app for receipts. Please add…
Looks like the https://www.myfloridaprepaid.com/ website was changed by them, where users had to re-register their accounts. I already completed the process, but ever since their site change, it looks like I can no longer connect to it with Simplifi as an account. Is this already known, if so, any time table on getting…
With the recent enhancements made to reports on both web and mobile—now available in Early Access—we’d love to hear your feedback! 🎉 These updates are part of our ongoing efforts to improve the reporting experience in Quicken Simplifi, and your insights play a huge role in helping us fine-tune what’s next. You can check…
Why is the Zillow Market Value graph now showing with a scale to $0 in the Y axis? The graph changed a couple weeks ago I believe. It used to show with a more zoomed in scale, where the "Y" axis showed closer to the minimum value in the range, and was variable depending on the min/max of your range. I assume this was an…
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…
Team I tried to add two new Citibank account but the authentication interface between Simplifi and Citi is failing.
I received a normal type of notification, but it alerted me to an excessively high balance on a credit card. Right next to it was posted the actual balance, which was verified when the credit card site was checked. This can be seen in the screen clip below, and support was unable to offer any explanation.…
Is anyone else having a problem with LPL not updating all of their accounts. I have 4 accounts and only two are updating. I tried to reset the connection and it displays 16 accounts and I have tried a combination of which accounts to add and thought i was successful but only two have updated. The other two pulled in the…
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…
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…
We are currently seeing an issue with Ohio Public Employees Retirement System returning a 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…
Dear Quicken Simplifi User, It’s time for my first letter of 2026, which will reach you on the eve of an exciting milestone: 10 years as a standalone company on March 31. As we near that anniversary, we have plenty to celebrate and even more to look forward to. Over the past four decades, tens of millions of people have…
Want to show someone Quicken Simplifi’s features or your progress toward financial goals without revealing private details? We’ve heard from users that this is a common need—and Privacy Mode, now available to 20% all of Early Access on the Wep and Mobile apps, makes it easy! With Privacy Mode, sensitive information like…
[ONGOING] 3/4/26: The Golden 1 Credit Union returns an FDP-105 error
Congrats to our most Active Monthly Users!
