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We’d love your feedback on Splits in Recurring Series and our latest splits enhancements! How are these updates working for you—what’s going great, and what could be better? Drop your thoughts in the comments below. Check out the full announcement for all the details!
Robinhood has a new banking product and I have 2 checking (individual and joint) and 2 savings accounts (individual ans joint) with them. When I add Robinhood, I do see the checking accounts but the savings account don’t show up. Can you please fix the code to allow adding savings accounts. FWIW, I tried to add Robinhood…
Having the option (e.g., in the Settings) to always show some of the additional fields (e.g., Tags) when splitting a transaction would save so many clicks, e.g., for users who split transactions purely for the sake of assigning different tags. Having to perform multiple clicks to reveal the Tags field for each new split…
We are currently seeing an issue with UBS Financial Services Inc. returning an FDP-103 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…
We are currently seeing an issue with E*TRADE 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…
We’re excited to introduce a highly requested update that gives you more control and flexibility when managing your recurring transactions! You can now add split lines directly within your Recurring Series—whether you’re setting up a new series or editing an existing one. This allows you to categorize portions of a…
For my ATM withdrawals, I'd like to be able to split the amount but also specify different payee's for the splits. Currently you can only specify a different category and tag for each split. Please allow us to give a different payee for the splits.
I have transactions that look like this: 0598-money.gg If I make a rule where original statement name contains: 0598-money, it correctly identifies these transactions. If I make it look for "0598" or "0598-" or "money" or "-money" it does not identify these transactions. How might I be able to correctly target these terms?
I have noticed that the apple cash account has started downloading pending transactions since the latest update. This should not happen for apple cash accounts. I have tried the setting “use bank balance” but that causes my two Chase accounts to show incorrect balances. This issue has just started after the latest Mobile…
Has anyone else experienced this? It’s new to me. Three of my accounts (1 CHK & 2 SAV) all suddenly their changed their name to the username for the bank. All three are from the same bank (Flagstar), although I have multiple other accounts with that same bank which weren’t changed. All three Account names changed at the…
seems we always have unexplained issues splits not working. You can enter the split, but then you’re asked to tap continue where you are returned to the original transaction and the split is gone.
Hello everyone! Here are the issues and features we were able to tackle with the 6.20.0 Mobile Release, released May 20th: FIXED: Account balance mismatch for Apple Cash accounts. FIXED: Future-dated investment transactions show as a reminder and a transaction, and are missing the payee and account fields. FIXED: The…
FYI - [removed - speculation] If you select only Bank of America or only Merrill Lynch accounts, the block is removed. I have been unable to connect for weeks, and I just re-established connectivity by following this guidance.
I found what appears to be a bug with the Investment widget on the dashboard. All of the other widgets allow the selected date or timeframe to persist on the dashboard view. However, the Investment widget keeps reverting back to the default Month view. Steps to reproduce: Open the Investment widget Change the timeframe…
I need to add an advertising expense to my invoices that would post on the invoice as a negative amount and categorize as a business expense. Currently, I can only categorize items as business income.
I want to give a discount on just one specific item on my invoice, but the discount can only be applied to the entire amount. I would love it if you could just click on each item you wanted to give a discount to, or even if you could change the discount item by item.
Citibank last updated eight days ago. Getting same “We are unable to connect to Citibank at this time. Please try again later. Care: FDP-105” message every day. I am assuming this is due to the transition from Barclays to Citibank for AAdvantage cards for American Airlines. I previously connected this card and then sadly…
Following up on this issue; I can't post in that thread since it was closed. @Coach Matthew any update on the bug report you filed? It's definitely still an issue on my end. Every month, the balance listed, and the payment due date, are from exactly a year ago. Thanks!
No trial for this app- so you get to pay for a full year of something that is unusable in the current state - basically to test Beta software for them and pay to do it! Mass transactions just disappear- Yes, they were able to be retrieved, but only after being manually re-entered as the developers did not even notify of a…
Summer is coming up, and with it plans for those great summer vacations. Or maybe, "staycations"? Are you team "plan for a big summer trip" or team "save up for the ultimate staycation"? Let us know how you use your budget to plan for those awesome summer vacations! ✈️☀️ If you aren't one for planning vacations this…
We are currently seeing an issue with Macy's Credit Card 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…
We are currently seeing an issue in Quicken Simplifi where the “Day $” and “Day %” values are showing as 0 in Investments. 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…
We are currently seeing an issue with Venmo returning a "Unable to connect to Venmo at this time. Please try again later. Care: not.found." 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 are currently seeing an issue with Bank of America returning an FDP-105 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…
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[ONGOING] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
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