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NEW 9/8/26: America First Credit Union FDP-7500 / CP_SERVER_ERROR / Account Error
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After reviewing and categorizing all transactions for a month, I'd like to mark the entire month as Reviewed or Closed. This would provide a clear indication that the period has been reconciled and its reports can be trusted, similar to a month-end close in accounting. If a new or changed transaction later appears in a…
Previously these were Learningquest.com accounts but they have changed to quest529.com. These are of course 529 accounts for education savings.
Bank synchronizing and reconciling ignores my existing transactions and adds transactions to the wrong account. I have two recurring transfers (one monthly, one biweekly) that help me shift money from Account #1 to Account #2 when I receive money (monthly or biweekly). Both recurring have the same name (example: Account #1…
My CD matured and the principal, plus interest, was dropped in Savings. I'm trying to split the Category between "CD Investment" and "CD Interest earned". Example: Starting out with $10,857 deposited. In "split transaction", split 1, I have entered the original $10k. When I do that the "Left to Split" doubles to $20k. ??…
I noticed a UI update to Quicken Simplifi in the last couple of days. On the Investments screen, it used to show the market value change for the shares I actually own for each stock. Now it shows the stock’s price change per share instead. I like keeping the percentage change because it’s useful for seeing how the stock is…
20+ years Quicken Classic user, just started my Simplifi subscription last week, so I'm working out the kninks. My Wells Fargo CD in my Morgan Stanley IRA is being handled incorrectly. It is calling it a cash account and says I have 20,000 shares, which is giving a market value of just under $2 million. If only that were…
I noticed that either today or yesterday; the "Holdings" under "Investments" shows the plus/minus dollar amount of a given stock per share. Previously, it used to show the plus/minus dollar amount of the stock multiplied by number of shares I own! Please revert this behavior. I don't care that a stock gained 5 dollars or a…
I have one of these accounts… it is used more or less as a checking account, and I've connected it using the "Morgan Stanley - Cash Management" integration, as a checking account, and it works as expected. However, in the same CashPlus account, MS has bought a couple of money market funds (who's amounts aren't normally…
Value is correct in the transaction totals view but its wrong when I click to drill down and it opens the Investments view. It appears that maybe the volume of units is incorrect but hard to tell exactly as there is no corresponding transaction to inspect.
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Hello. For at least month, I have not been able to connect to any AFCU account. The connection has been stable for the last two years that I have been using Simplifi, but went down about six weeks ago. I have two support tickets in for this over the last month. Just wondering if there is an update and to see if this is…
I can't imaging this Idea doesn't alread exist, but I couldn't find it. Please add an "Attach to Recurring Series" option to Rules for both Simplifi and QBP Simplifi. For example. We hopefully see regular deposits from Square, Inc. for product sales in our retail shop. I never know how much the transaction might be fore,…
On Investments, you can no longer see individual stock daily gains based on the number of shares x change in price that day. You only show as an example for day's gain $1.00 in Investments>Holdings>Market Value. You've always shown total daily gain for each stock. Also, bond total price is incorrect. It's showing for 1…
When I open the mobile app (iOS), it shows me recent transactions but there is no New Transaction button. I have to tap onto the "Recent Transactions" heading so it will bring up the All Transactions list which does have a "+ New" transaction button in the upper ri Can you put a "+ New" button on the Recent Transactions…
I have a recurring transaction set up for a paycheck. Each pay day I need to edit the splits by a penny or two for taxes being rounded. On the PC browser, I simply edit the deposit amount to clear the “left to split” and to match the actual paycheck. Simple. (I am so happy splits got added to recurring transactions by the…
Want to keep an eye on your spending during a specific period? You can now set a time range for your Watchlists! When creating or editing a Watchlist, turn on the Time range toggle to add a Start date and End date. Choose the dates you want to track, and your Watchlist will focus on spending within that timeframe. The…
Hello everyone! Here are the issues and features we were able to tackle with the 6.36.0 Web Release, released on September 10th: FIXED: Reports are not saving table column customizations. FIXED: “Create a rule” is shown in recurring series overflow menus. FIXED: Watchlist chart tooltip missing cents and redundantly…
Hello everyone! Here are the issues and features we were able to tackle with the 6.36.0 Mobile Release, released on September 10th: FIXED: Time interval is shown on mobile transaction reports. FIXED: Deleting a transaction rule in Settings > Rules reopens the Edit Rule dialog for the deleted rule instead of returning to…
We are currently seeing an issue with Fidelity returning an FDP-2505 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 bookmark…
We are currently seeing an issue with HSBC Bank returning various errors in Quicken Simplifi after a recent website change. 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…
We are currently seeing an issue with America First Credit Union returning an FDP-7500 / CP_SERVER_ERROR, or an 'Account Error' error if the user is on Plaid, 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…
When I get up in the morning, I like to have a cup of decaf coffee or tea. I like the flavor, but I can't have too much caffeine. What beverage do you like to drink when you wake up?
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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