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NEW 10/16/26: Recurring series reminders do not appear in reminder lists
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Is it possible to automatically mark a transaction as reviewed after you edit it or categorize it? Editing it denotes that you have reviewed it. This would remove 1 more click per transaction and make the workflow much more efficient. [edited - readability]
I would like to establish a Budget for Annual Items such as Auto Insurance, Annual Subscriptions, Taxes, Birthdays, Christmas, Etc. I will use Annual for the category for each item. I would like to set my Target Amount for the entire year, example $3000, and show the remaining balance as the Annual Items hit. I am having…
I'd like to see an option to reset or change the individual associated with the Credit Score feature without having to create an entirely new Quicken Simplifi account. My situation: My parents shared a Simplifi account that was originally set up under my father's information. Unfortunately, my father passed away, and my…
I really like the new customizable dashboard in Quicken Simplifi, especially the ability to show, hide, and rearrange widgets. However, one limitation is that we can only display a single instance of each widget. I'd love the ability to duplicate or add multiple instances of any dashboard widget, with independent filters…
X Money uses Cross River Bank (885 TEANECK RD, TEANECK, NJ 07666), routing number 021214891 Login URL: X.com or the X app [added login URL]
The promise was: Barclays Cards (in my case, a store credit card serviced by Barclays) has a new connector with Simplifi (via Plaid) which is supposed to be new, and improved, and awesome! The reality was: I have tried several days to update my connection, and every time I get the exact same error message: “Something went…
Because I live in a state with high taxes, I keep my emergency fund and savings in an ETF (SGOV) as the dividends are mostly tax except from a state level. I would love to be able to set a fund(s) as "savings" and use it as a savings goal target. Right now, it looks like I have no savings even though I contribute weekly to…
My PayPal cash account balance now shows the amount on my PayPal Master card account as a positive balance. This is not correct. My cash balance should be zero. My master card balance is correct. [edited title]
We fund a pair of Health Savings Accounts administered by Fidelity through monthly transfers from our primary checking account for which we have created recurring Bills in Simplify. The net effect is a pair of monthly transfers - from Checking to HSA1 and Checking to HSA2. Should I be excluding either or both sides of each…
While reconciling transactions to my bank statements, I sometimes get this box. At that exact moment, I have a decision to make. If I make the right decision, all is well. If I make the wrong decision, it can lead to multiple minutes of cleanup later on. I've had problems both when I click Link and when I don't click Link.…
This issue has been going on since July. I rely on Simplifi for my business. To have not fixed this issue for two and a half months is unacceptable. I will be cancelling my Simplifi subscription tomorrow.
Request: I’d like to see a consolidated Cash Flow Projection that displays the combined projected balance across all selected accounts in a single line graph. Currently, Quicken Simplifi displays a separate cash flow projection graph for each individual account selected. To understand my overall projected financial…
How or where can I submit an enhancement. For example, the only place that I can add a "budget-like" amount is in a Watchlist. But there is no way to run a report of "Watchlist to Actual" Report to see the variances on the Income & Expense report each month.
This discussion has been merged.
We are currently seeing an issue affecting Discover card accounts in Quicken Simplifi. Our teams are already working to resolve the issue, 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 investigating an issue in Quicken Simplifi where reminders from a recurring series do not appear in the Reminders section of the Bills & Income page or in the Upcoming Reminders carousel on the Transactions page. This issue has been escalated internally, though we do not have an ETA at this time. To be…
Since it’s October, let’s take a little trip down memory lane... What was your first car or motorcycle? Bonus points if it was a little spooky, beat-up, or held together by sheer determination. 😸 Did you love it, hate it, or somehow manage to keep it running forever? And more importantly, was it a spooky nightmare for your…
Hello everyone! Here are the issues and features we were able to tackle with the 6.41.0 and 6.41.1 Web Releases, released on October 14th & 15th: FIXED: Transaction list does not fully render after navigating from Reports back to Transactions. FIXED: Transactions page shows only newly created manual transactions after…
Hello everyone! Here are the issues and features we were able to tackle with the 6.41.0 Mobile Release, released on October 14th: FIXED: The Taxes Report displays only one year, even when multiple years are selected in the date range. FIXED: Crash while making large splits. FIXED: Android keyboard persists across screens…
We are currently seeing an issue with Keys Federal Credit Union returning FDP-102 and FDP-103 errors 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…
We are currently seeing an issue where transactions are missing with Bank of America 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…
Want to see how your finances have changed over time? Comparison Reports are now available on web and mobile! With the new Compare option, you can compare the current report period against another period to see how your income and spending have changed. You can choose from: Prior year — Compare your current date range with…
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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