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UPDATED 11/6/26: [PLAID] Unable to Add Amazon.com (Synchrony) - "Couldn't Connect to Institution"
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Up until recently on the Bills and Income page the paid and overdue would show in the normal screen. Looking down if something was late it would show late and if it were paid it would say paid. These appear to all be gone, was this planned change?
Yesterday when I viewed my transactions, the oldest transaction was 11/9/2023, and today it's showing the oldest transaction as 11/10/2023. My dashboard net worth shows transactions dating back to 2022 and I'm able to see my 2022 transactions on my iPhone, just not on the browser. Did I change a setting or something or is…
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.
Could you Nubank accounts to simplifi? Nubank is a big bank from Brazil that covers most of Latam and has now opened operations in the US. Could you add it so users can connect their US checking and savings account to the platform? Thanks
Hello, Is it possible to view a budget vs actual report based on your spending plan? I can't seem to find that in the reports. It'd be nice to see it for different time periods -- current month, YTD, etc. Is that functionality available? If not, does anyone know if it is in the roadmap to be included later? Thanks.
Simplifi prompted me to re-enter my Citi card login credentials. I tried. But my credentials are rejected every time. The credentials used are correct. I verified by logging into Citi directly in a different window. I had to remove the account. Please fix. Thanks
It would be helpful to have an optional indicator on the "Planned Spending" page showing the elapsed portion of the month. Displaying the remaining time in the month would provide better context for budgeting decisions, helping users determine when and where to cut back.
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We are currently seeing an issue with Blue Federal Credit Union 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…
When I set up a complicated payee filter in the All Transactions view using the column headers, the filter will persist until I edit a transaction. Then, whether I cancel or save changes, my custom filter disappears. This is very frustrating when I set up a complicated filter, because I sometimes accidentally open the…
This is my view regardless of what I do. I cannot get to the sign in page. Wifi and connectivity is working perfectly other than with Quicken.
In the Edit Account area within Simplifi, it would be great to have an area that could be a “free form” note area. This notes area would have the standard Simplifi text editing as with the other free form text fields. In the attached image, there is sufficient area which a free form note box could be included note box. As…
When accounts have been closed, my expectation was that these accounts would not appear as they have zero balances. In the image provided, these closed and zero balance accounts are still showing and they have zero balances since the account is closed. I would like to suggest that these accounts, since they are closed with…
I noticed an issue with the brown color in the attached image—it currently displays as orange, despite a separate orange color already being present. Please change this shade to an actual brown. Since color labels are only visible in a few spots in this version, accurate coloring is essential.
The holiday season is just around the corner, and while it's an exciting time of year, it can also get a little expensive! Whether it's finding creative ways to save on gifts, stretching your grocery budget, taking advantage of deals, or keeping holiday spending in check, we'd love to hear your tips and tricks. What's one…
Edward Jones is moving Quicken Simplifi connections for investment accounts to a new connection method that uses secure sign-in (OAuth) through Intuit. Over the coming weeks, you may be prompted to reconnect your Edward Jones accounts. What to expect If you add an Edward Jones account to Quicken Simplifi, it will connect…
We are currently seeing an issue with Happen Bank returning an FDP-181/CP_SCRIPT_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…
We are currently seeing an issue with BankFund Credit Union returning an FDP-105 error in Quicken Simplifi following recent changes to the financial institution's website. This issue has been escalated internally, and our teams are working toward a resolution. However, we do not have an ETA at this time. Additional…
We are currently investigating an issue where Thrift Savings Plan accounts connected through Plaid are displaying a $0 balance in Quicken Simplifi. This is a known issue affecting Quicken Simplifi customers using the Plaid connection. Our teams are actively investigating, but we do not have an ETA for a resolution at this…
Hello everyone! Here are the issues and features we were able to tackle with the 6.44.0 Web Release, released on November 4th: FIXED: Visibility setting changes at the account level require a force refresh to update throughout the app. FIXED: Monthly Summary report has overlapping text when the expense bar is below the red…
Hello everyone! Here are the issues and features we were able to tackle with the 6.44.0 Mobile Release, released on November 4th: FIXED: Credit Score History chart plots data points under the wrong month. FIXED: Mobile does not link accounts during migration to Plaid. FIXED: Report Summary view: “Days” and “Quarter” time…
We'd love to learn how you track business mileage and how we can improve it, so you never miss an earned tax deduction. Please click the link below and take our survey. https://www.surveymonkey.com/r/L7VTNG6 We can't wait to hear from you!
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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