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NEW 7/14/26: Partners FCU returns code 401/"invalid_client"
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Hello for billers like netflix, hulu etc. I see no need to connect a billing account. I already know the monthly amount and there is no benefit of doing so Could you add a feature where we could manually set the logo for a biller? Maybe from a website url or a twitter account ? This would really clean up the upcoming…
I’m unable to add my Freedom Mortgage account to Quicken Simplifi. When I start the process to add a new account and select Freedom Mortgage, I see the message, “Quicken Simplifi uses Mastercard Data Connect to link your accounts,” and click Next. I’m then prompted to enter my Freedom Mortgage credentials and a one-time…
We’re excited to announce that recurring series now support logos! If your recurring series is not connected to a biller, you can edit the logo that appears. Adding a logo makes it easier to quickly spot and identify your bill and income reminders! To update the logo, open the recurring series and select the edit option…
Sometimes, when I "unlink" a set of transactions that Simplifi has mistakenly linked together as a linked transfer, the software will attempt to delete one side of the transfer instead of simply changing its category to Uncategorized as it normally does. Is this a bug? For example, today I tried to unlink a transaction…
I'm looking for a way to easily view two things: Unusual spending - why is this month more costly than the last or than the average across months. For example, a yearly insurance bill that plus a costly car repair that hit in a particular month. Optional spending - The ability to designate certain categories as optional…
what is the general cause of this error code?
There are multiple posts regarding this issue which have been closed; however, this issue has NOT been resolved. Attempts to add accounts with Manulife Bank result in the following error: "You have already added all your accounts." I share the frustration of the other users also impacted by this issue; it would be…
Hello, when can we expect the Marcus x Goldman Sachs connection to be working again? I've been trying for months now to get it reconnected and it simply fails every single time which is very frustrating as it is significantly throwing off my personal net worth and other financial analytics data.
Is there any updates on connectivity to Raymond James? It has been 5-6 months and Quicken will not connect properly. If not, I will gradually move to another product.
Hi team! I know this question has been asked before but are there any updates on adding webull support now that they have an official api? https://developer.webull.com/apis/docs/
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…
Is there a way to shut off the exclude feature? If not, is there a way to make the check boxes default to unchecked? For some reason, after I have unchecked, I find the box or boxes are checked again. I don't need this feature. It is very time consuming to make sure everything is unchecked before I can count on the…
Hi all, It would be great to be able to store the contact phone number of all my credit cards in Simplifi, to access if needed. It would be amazing to be able to note the benefits of each card — like 5% back on groceries, etc. — and be able to pull up all credit cards to compare & remind myself of which card to use when.…
I have a set of reminders for events that have occured or were voided and they are now haunting me. At one time last month the balance was off by one of these amounts. Yes, I now about cash balance vs accural. That wasn't it. The rep on the phone was…. challenging to understand. and he was challenged to understand my…
Summary Simplifi does a great job of showing me what my net worth is and how it has changed. What it doesn't show me is what that number actually means. A net worth of $340,000 could be excellent progress or a real shortfall depending entirely on my age, income, household size, and where I live. I'd like to see a Net Worth…
We are currently seeing an issue with Discover Card returning an FDP-101/CP_SCRIPT_ERROR error in Quicken Simplif. 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.29.0 Web Release, released July 22nd: FIXED: Transaction reports display transactions in ascending order instead of descending order. FIXED: Various errors and crashes. FIXED: QBP: Industry list is not alphabetized. FIXED: QBP:…
Hello everyone! Here are the issues and features we were able to tackle with the 6.29.0 Mobile Release, released July 22nd: FIXED: Unable to enter a fractional share of less than .1 in Investments. FIXED: When the selected time step is larger than the selected date range, the Net Worth and Savings charts display a single…
With this upcoming weekend, we finally get to celebrate the 4th of July! I plan to barbecue with my family and see some cool fireworks light up the sky. I just have to make sure I don't go overboard with my expenses, of course! What about you? What are your plans this 4th of July weekend, and how do you plan for the…
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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