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NEW 7/14/26: Partners FCU returns code 401/"invalid_client"
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I use Fidelity Cash Management feature to pay my bills from my Brokerage account. This is where my cash flow is managed. Simplify doesn’t let you select a Brokerage account to manage cash flow. This needs to be addressed. As a retiree, I use this feature to determine when I need to add funds from my retirement savings to…
Shell just switched from Citi to imprint. What is the status on imprint support? Thanks. https://account.imprint.co/login?redirect=home [added login URL]
I'm not sure if I'm the only one with this issue but my net worth CHART keeps excluding a manually entered investment account, whereas all the other numbers (like the big one on top) do not. In essence, my chart is always that much lower while all the other numbers and summaries and reports show the correct number. All…
We are currently seeing an issue with The Golden 1 Credit Union returning an FDP-105 error in Quicken Simplifi. This is due to the financial institution performing scheduled maintenance. We recommend trying again at a later time. If you would like to be automatically notified of any updates regarding this issue, please…
I have not had use of my Quicken simplifi account since June 2, 2026. Is anyone else having this problem? I am desperate for this to be resolved. Thank you, Dana
Hello everyone! Here are the issues and features we were able to tackle with the 6.29.0 Mobile Release, released July 22nd: FIXED: Unable to enter a fractional share of less than .1 in Investments. FIXED: When the selected time step is larger than the selected date range, the Net Worth and Savings charts display a single…
I don't understand why these threads keep getting closed without any resolution. What's the point of a budgeting app if I can't get any of my transactions working? https://community.simplifimoney.com/discussion/comment/68825 https://community.simplifimoney.com/discussion/comment/71011
The new Net Worth tab is very handy, but it would be nice if I could quickly toggle back and forth between showing all accounts and excluding some accounts. The "included accounts" feature would stay exactly the same, and the toggle would just control whether the exclusions are applied. It's a small thing, but it would be…
It would be nice to have the option to create a watchlist where I can specify multiple tags and it returns only the transactions that have ALL of those tags (so, tag1 AND tag2). Currently, watchlists return all transactions that have ANY of the tags specified (i.e., tag1 OR tag2). My current workaround is to create a third…
I tried to migrate from Mint to Neontra and considered Empower because they promised a Network Worth forecast. I will be migrating to Simplifi, because they can connect to our accounts (Specifically, Fidelity). I have been doing a Net Worth forecast via spreadsheets for >15 years. I use it as a top-down starting point for…
This discussion has been merged.
If the goal is to simplify financial management, why not allow users to create custom account groups? For example, they could create a “Cash & Savings” group that combines both “Cash & Checking” and “Savings” accounts.
The singel most common task I do when opening Simplifi on click on either Transactions or Dashboard Home , immediately followed by clicking on on my credit card account Its by far the most frequently used account and one that changes a lot. If I'm looking for recent activity it will be right there. Today this takes two…
This discussion was created from comments split from: Enhanced Transaction List Toolbar: Share your feedback here!.
We are currently seeing an issue where transactions from Bank of America are missing (not downloading) 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…
I've got a bunch of transactions with Statement Names as such: Fedexxxxxx0188 Fedexxxxxx0305 Fedexxxxxx0338 Fedexxxxxx0601 …and a whole bunch more. Who knows what Fed Ex is doing? Sometimes they even throw in a few more X's in case six weren't enough! Anyway, how can I write a rule to apply to all these transactions? I'd…
Hi, I’m receiving two different emails every time Simplifi intends to send me one. One will say there are no bills this week, but the other will say there are ex. three. I suspect there was some mix-up when I first imported my Mint data into Simplifi. Can someone help me shut down the nonfunctioning account? If nothing…
Hello everyone! Here are the issues and features we were able to tackle with the 6.28.0 Web Release, released July 15th: FIXED: Persistent "An error occurred. Please try again." message. FIXED: User unable to delete tags. FIXED: The icon in the average spending box of Planned Spend expenses doesn't respect light/dark mode.…
With this upcoming weekend, we finally get to celebrate the 4th of July! I plan to barbecue with my family and see some cool fireworks light up the sky. I just have to make sure I don't go overboard with my expenses, of course! What about you? What are your plans this 4th of July weekend, and how do you plan for the…
Getting the Most Out of AI Suggested Answers in Our Community We know that when you have a question, you want an answer quickly. While our community thrives on real member engagement and human connection, we also recognize that sometimes questions don't get a response as quickly as you need. That's where the AI Suggested…
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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