Discover tips, workflows and community insights to help you master Quicken Simplifi at its best.
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Here, you'll find Release Notes, new features, newly added banks, and other updates from our Product Team. Note: Product Update Announcements are for informational purposes only and are therefore closed to comments.
If there's an emerging issue with Quicken Simplifi, we'll post an alert here. Note: Community Alerts are for informational purposes only and are therefore closed to comments.
Here, you'll find all of the known issues related to Online Banking and Quicken Simplifi. Note: Community Alerts are for informational purposes only and are therefore closed to comments.
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Here, you can post your questions about using Quicken Simplifi!
UPDATED 8/28/26: America First Credit Union returns an FDP-102 error/No longer searchable
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I am a long time user of Quicken. I have over 25 years of meticulously managed financial data within Quicken. I use this data for long term trending and financial planning. I see that Simplifi is the future of your money management product strategy. However, users like me desperately need a way to transition to Simplifi…
The Investment Performance tab defaults to a set of standard settings; however I prefer a different set of settings and would like to update the default view there. In addition / alternatively, provide Reports that can analyze Investment performance.
All the investment tools exist for stock trading accounts - which is great, but every dollar has an earning potential whether it's in stock, real estate, a private placement, asset, cash, etc. It'd be very helpful to be able to look across my entire net worth and identify the performance of every account/account type, and…
Often times, I only want 1-2 words from a long string of text to be included in the "Contains" field for a new Rule. Deleting the irrelevant words in this list is easy when those words are AFTER the words I want, because I just hit backspace. However, when they are BEFORE the words I want, there doesn't seem to be a way to…
I saw SIMPL-35131 was marked resolved; however I’m still seeing this issue. What actions have to be taken to fix the inverse? I tried reset connection from settings accounts but it didn’t seem to make a difference.
Hello, Thank you for adding the Spending Dashboard to your product. It is a great addition; however, it feels somewhat redundant alongside the Spending Plan. It would be wonderful if these two features could be unified or better integrated. Additionally, the "Savings Rate" widget isn't very useful for my situation, as I am…
Tried create a report to show me credit card payments. Since these are transfers, I selected the option to show "Excluded in Reports" I still didn't see them. LTDR showing Excluded in Reports is being ignored by the filter in spending and spending summary. It was working during the week. I had a report that had "Show…
Hi, It would be great if there was a notification for when an institution disconnects. I don't check the app everyday, but if an institution disconnects & then is reconnected there is often a strange jump in the networth section. So, it would be great if there was a notification when this occurs to resolve it immediately.
This has been raised before, but the threads keep being closed… I have provided the information to support regarding this issue, but it does not seem to get esacalated. The main issue is that if you have an account with HSA Bank and then decided to invest your funds, it is invested in a subsidiary called HSA Invest. While…
I'm seeing all my accounts at TD Canada trust have a last updated timestamp over 18 hours ago, and they all show error FDP-102. Is there a known issue with TD Canada Trust? Is this likely to be resolved?
Been trying for 2 hours to report a Simplifi bug. The chatbot was supremely useless. https://support.simplifi.quicken.com/en/articles/5077917-how-to-contact-support does not match the product. Any pointers would be helpful.
With all the changes in Simplifi in past two years, I feel that I would like to do a "refresh" of learning. Before coming to Simplifi, I had watched all the videos on YouTube, but these were already two years old, but I got the basics. So, what learning (reading, I presume) has been published and can be reviewed to catch…
When updating a Payee name and Category, it'd be helpful if Simplifi would come up with an auto rename suggestion button to make it quicker to set payee rules
Simplifi has the ability to create businesses. However, it would be helpful to allow businesses to be tracked with ownership percentages to build a hierarchy. Also related, allow percentages to define the value that rolls up to both the Account Value and Net Worth value (in fact, this could also replace the simple binary…
I tried using it to compare 2026 expenses by category to August 2025, and it doesn't pick up August 2025s . All zeros [edited title for context]
Allow user to create a Target Asset Allocation (the akin of a Budget when thinking about Spending) and compare current Allocation to that Target. e.g. 30% Investment, 20% Real Estate, 30% Private Placement [a category that doesn't exist in Simplifi yet], 20% Cash/Current Accounts. It'd be helpful to also add in specific…
We are currently seeing an issue with Victory Capital returning an FDP-176 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…
Transaction Detail is getting a new look on the web! When you add or edit a transaction in Quicken Simplifi or Quicken Business & Personal, Transaction Detail will now open in a drawer on the right side of the screen rather than as a pop-up window. While building the new Transaction Detail experience, we noticed the…
Hello everyone! Here are the issues and features we were able to tackle with the 6.34.0 Web Release, released on August 26th: FIXED: The transaction sections of Reports are not resizing properly. FIXED: Hovering over long payee names causes flashing in the hover text. FIXED: Resetting a report in a collapsed state does not…
Hello everyone! Here are the issues and features we were able to tackle with the 6.34.0 and 6.34.1 Mobile Releases, released on August 26th & 28th: FIXED: The breakdown totals don't match the summary totals in Net Worth. FIXED: The Bills & Income calendar does not update the recurring reminders displayed when selecting…
Get a clearer picture of where your money is going with the new Spending Dashboard! The new Spending option in the navigation menu gives you a dedicated place to explore your spending trends, compare your spending across time periods, and drill down into the details behind the numbers. With the Spending Dashboard, you can:…
Keeping your financial records accurate is now easier with Transaction Review. Review and update transactions one at a time or in bulk to help keep your reports accurate and your financial data up to date. For Quicken Business & Personal users, this can also help you stay prepared for tax time. On mobile, review…
August is here! ☀️ What's one thing you hope to do before summer comes to an end? Whether it's a weekend getaway, trying a new recipe, catching a concert, or simply relaxing outdoors, we'd love to hear! For me, I'm looking forward to a camping trip this month! 🏕️ I haven't been camping in a few years, so it was an absolute…
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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