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ONGOING 8/4/26: Discover Card returns FDP-101/CP-SCRIPT_ERROR
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Hello, can someone please change the cashflow screen in the web app so it shows a running balance like the mobile app does. it is a great feature and I am quite dissapointed that it is only avaliable on the mobile app. As someone who gets paid twice a month and is in and out of my overdraft getting to see when I will fall…
In the investments transaction view, filtering on Action = "Payment/Deposit" returns zero rows. With no filter applied, the same view clearly shows many rows with that Action value. Steps to reproduce: Open the investments transaction view Note the rows with Action = "Payment/Deposit" Apply the filter Action =…
I exclude work expenses and reimbursements from reports so that it does artificially inflate my spending and income. However sometimes I want to run a report on those items to make sure my expenses match the subsequent reimbursement. I can't do that because those transactions are excluded from reports. There needs to be…
When there are attachments to any account and the attachment is opened and saved to the HDD, this version of Simplifi changes the document name to numbers. This was not the case in earlier versions. How are this download of attachments used? When there are mis-attached documents to transactions, these attachments are…
With the downloading of transactions from a financial institution, these transactions are typically being marked as “pending” in this version. A program change of having these transactions to be marked cleared after a specified number of days. The user should be able to set the number of days as their choice, such as five…
I'm trying to add a Vestwell 401K account and I do not see it listed. Can you please offer the option to connect their system via Simplifimoney?? I would add them manually but I'm also have issues today with Simplifimoney manually adding accounts. I keep getting "An error occurred. Please try again" when I try to add an…
4A's is an industry trade group for marketing/advertising agencies, and one of the services they offer member agencies is sponsored 401(k) plans. Even though they are listed as an available connection (www.yourbenefitsaccount.com/aaaaretirementplans/) and will allow you to enter log-in/2A information, it doesn't actually…
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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…
Hello, I'm trying to add my account with New American Funding, but when I try to connect, I get an error 11000 (which I suspect is a timeout issue). The Simplifi add-account process does ask for MFA and accepts the 6-digit code, but then times out when trying to make the connection. Any solutions for this error?
Real estate balance adjustments are automatically marked as reviewed. Support explained this is by design. Unlike a credit card transaction, there's nothing to validate, so the adjustment is auto-reviewed. I'd prefer to review these myself. Doing so makes me aware of market value movements and lets me acknowledge that I've…
When I sign in on the web I don't see any prompts or questions to answer regarding adding accounts; how do I even begin the setup?
I have my transactions categorized. I Need to setup my monthly plan how do I view my Incoming revenue?
When you hover over the "i" icon on a checking or savings account, a tooltip pops up with a button for "Edit balance type." But when you do the same on a credit card account, that button is missing. That button should appear for credit card accounts. [edited title for clarity]
When I go to add an account, Bilt Rewards comes up, and I successfully get past the Plaid login to the Bilt login, but when I put the code in that is texted to my phone, the page just refreshes and ends up asking for my number again.
We are currently seeing an issue in Quicken Simplifi where newly added accounts, both connected and manual, show a $0 balance. 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…
My wife and I have one MasterCard account, with each of us having our own card. My card transactions update just fine, but the charges she puts on her card do not. I have already addressed the problem with the card provider, to no avail. Any suggestions?
Hello everyone! Here are the issues and features we were able to tackle with the 6.32.0 Mobile Release, released on August 13th: FIXED: “Divide Among Splits” calculates incorrect split amounts. FIXED: Rule creation fails to provide suggested matches for amount, payee, and account combinations. FIXED: Unable to upload…
Hello everyone! Here are the issues and features we were able to tackle with the 6.32.0 Web Release, released on August 12th: FIXED: Bill Connect button is non-functional when creating a recurring transfer from a checking account to a credit card account. FIXED: Net Worth breakdown visual bugs. FIXED: X-axis labels are…
We are currently seeing an issue where Apple Savings accounts show an inverse balance (negative instead of positive, or vice versa) 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…
Keeping reports up to date just got a whole lot easier! We're excited to announce that Dynamic Date Ranges are now available for all Quicken Simplifi and Quicken Business & Personal users. One of the most common requests we heard after launching Saved Reports was the ability to create reports that automatically stay…
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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