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Hello, I need help correcting the balances of my investment accounts. I recently transferred assets from Brokerage Account A to Brokerage Account B (a regular ACATS). Both accounts are connected to Simplifi through automatic syncing, and I did not enter anything manually. However, Brokerage Account B shows the incoming…
I am seeing an issue and hope you can help fix it. I had a pending transaction which I split into two. One part of the split is categorized as a transfer to a manual account. This created a transaction in the manual account for the other side of the transfer. Since the original transaction was Pending when I did this, the…
From the Upcoming section of the transactions screen, add the option to "post" or create a new transaction based on the reminder. Additionally, when editing the series there should be an option to "post" the transaction automatically for series that are automatically paid, but might not show in the account for a few days.
Good Afternoon team! Having an issue with the RoundPoint Mortgage connection where the loan amount is not updating when synced. If I reset the connection, the amount then goes to 0 and if I remove and re-add the account, it pulls the proper number. Interesting note: When I reset the connection, I do see the proper number…
Can anyone share the csv file format for importing transactions into Simplifi? The one that is reference throughout the community pages leads to a "file not found" page. Thanks
I'd like to request that OneFinance be added to the supported banks list. https://www.onepay.com/ [added URL]
Reporting for one of my CU accounts shows multi-million dollar balance this morning with no associated transactions.
Hi - I got a noitce that the Crate and Barrel Credit card conneciton issue has been resolved. I can't seem to log in using my crate and barrel account name and password. This works via the link but not in simplifi. Note - to get into my card transactions, I need to login to a new platform called imprint - is the new…
I'd like to see the option the remove '👋 Hello, NAME' from the dashboard. The wave emoji is off brand from the rest of the interface's clean more professional aesthetic and it's a bit of a waste of space, especially on a mobile device. If this could be turned off I think that would be a great feature.
This is a continuation of the recent discussion. Currently, my savings goals are properly categorized as active and complete, but some of the active goals show up in my spending plan as having $0 monthly contributions. For example: Additionally, totals for some individual savings goals when viewed "by goal" are different…
I'm with RBC (Canada). Debit card (Interac in Canada) transactions are initially shown with a generic payee name "Interac Purchase" on my online back statement. The day after, the proper payee names get updated on my back statement. In Simplifi, the transactions are uploaded with the generic payee names and never gets…
This discussion was created from comments split from: Nationwide Retirement Solutions - You have already added all your accounts (edited).
Mac Tahoe 26.2 and Safari 26.2. When I transfer money from checking to Apple Savings, Simplifi does not recognize the transfer and makes the category Income. I assume this is because Apple shows the deposit immediately and the banks does not show up for a day or two. However, when Simplifi has both transactions and I…
My bank, Berkshire Bank of New England, was acquired by Beacon Bank & Trust (beaconbank.com). They shutdown the Berkshire logins a couple of weeks. I need Simplifi to add support for BEacon Bank. Without this support Simplifi is no longer useful to me. How soon could I expect support to be added?
I've had a CarMax Auto Finance account linked in simplifi for years but suddenly around 60 days ago it stopped updating. When I try to connect I get the following error: To connect to your account, you must complete an action at the website for CarMax Auto Finance. Care Code: FDP-108 I have logged into my CarMax Auto…
Enter key and line breaks. Pressing Enter in the Description just saves the Description. They initially appear to work when I type in the invoice Notes field, but don't actually take effect after closing the field. Then all of the text just flows together. As one jumble. It's the same in the iOS app. For instance, in the…
Following guidance from "[UPDATED] 1/30/26: Duplicated or $0 Balance in Manual or Asset Accounts, and Savings Goals" I am posting a new thread because my savings goals are still corrupted. This issue renders this software virtually useless to me because I can't complete my spending plan properly and can't get a clear…
We are currently seeing an issue where users are experiencing missing transactions with Lending Club - Personal & Business Banking 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…
In the spirit of Valentine’s Day, let’s show a little love to ourselves. 💙 What’s one money habit you love about yourself? I’ll go first! One money habit I love about myself is saving. When I have extra money, I tend to think of it as something to tuck away rather than spend. I don’t always have a specific goal in mind,…
We are currently seeing an issue with NY’s 529 College Savings Program 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 will post updates as soon as we do. If you would…
We are currently seeing an issue with Berkshire Bank WC returning an FDP-101 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 will post updates as soon as we do. If you would like to be…
We are currently seeing an issue with EQ Bank 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 are currently seeing an issue with Vancity 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 be…
Hello everyone! Here are the issues and features we were able to tackle with the 6.4.0 Web Release, released January 28th: FIXED: Completed Savings Goals aren't moved back to "active" upon a withdrawal. FIXED: Various errors and crashes. ADDED: A "Re-sync balance" option to manual accounts. ADDED: A Net Worth feature with…
Hello everyone! Here are the issues and features we were able to tackle with the 6.4.0, 6.4.1, 6.4.2, and 6.4.3 Mobile Releases, released January 27th, 28th, & 30th: FIXED: Refund reminders displayed in all accounts. FIXED: The Dashboard card is prompting users to fix connections on closed accounts. FIXED: Various errors…
UPDATE 1/30/26 We’ve released a fix that should resolve the balance issue some users were experiencing. If you’re still running into problems, please try the following steps: Clear your browser cache and cookies Make sure you’re running the latest version of the app (install any updates if prompted) If the issue continues…
We’re excited to announce that Quicken Simplifi’s Net Worth feature is now available in Early Access on both the Web and Mobile apps for personal-only subscribers (not Quicken Business & Personal)! The Net Worth feature gives you a clear, consolidated view of your overall financial position, helping you track changes over…
[UPDATED] 1/30/26: Duplicated or $0 Balance in Manual or Asset Accounts, and Savings Goals
Congrats to our most Active Monthly Users!
