Discover tips, workflows and community insights to help you master Quicken Simplifi at its best.
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NEW 8/12/26: Apple Savings - Inverse Balance
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Now that Trump Accounts have rolled out, it would be nice to be able to add them to our dashboard. URL: https://trumpaccount.com [edited to add URL]
I log in at least daily and use the app, so I am always confused when the Calm and in Control progress resets - which it just did last week. Last week I was on vacation and I didn't use the web app (only the mobile app), which I think might be the problem. It seems to not count mobile app use as counting towards the…
I've been getting up to speed with passkeys over the past week with a few of my accounts now starting to support it. Once I got the hang of it, I really like it. And once you can remove the password all together, it seems really secure. Are passkeys on any short to medium term implementation roadmap?
Hi folks. I’ve noticed that the recent UI update introduced a serif font across the Simplifi web app. Serif fonts may work well in print, but they generally reduce readability on screens — especially for dense financial data. The new typeface feels heavier and less clear, and it makes scanning transactions, budgets, and…
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…
It would be great if we could connect to business and personal emails for automatic receipt retrieval/import into new expense Receipts feature! i think the above would be the simplest but you can even connect to merchants them selfs kinda like billpay. SimplyWise does something similar. if this was implemented for Simplifi…
Starting July 30, I've been receiving the usually-monthly "See your bills & income this month" email almost every day. I also get the matching notification in the app. Is this a known issue?
The invoice and payment features are great, but as business grows, someday I may have to move to a more robust accounting program that is business-specific. The lack of ability to export Invoice and Payment data is a huge drawback to Quicken Business and Personal, because it means I can't make that transition easily.…
This happens when one of the Payee names text is too long to fit horizontally in the field. When the cursor is over the field, Simplfi shows a white text on a dark background second version of the text with a thinner font, attempting to show all the text in the Payee long name. When the cursor is at the upper horizontal…
This discussion has been merged.
Hopefully this is a quick and easy implementation. I cannot identify the sorting algorithm used for the tag list in the transactions register, but it is not Standard ASCII. Square and curly brackets, tildes seem to be prioritized above numbers and letters. I like to "archive" old tags by adding [OLD] to the front (or…
My Citi credit cards are successfully connecting to my account, and the transactions are in sync, but the balance will not update. I've completed the AI chat recommended troubleshooting steps but without success. How can I report this to Support to resolve?
I often open the side menus accidentally (specifically the right side one). I would like to be able to disable the swipe gesture that opens them. I want to be able to disable them individually. You could also just disable the right side swipe. That menu contains no information anyone uses on a day to day basis. If someone…
Transaction has a "type" in mobile app and sometimes the checking account transactions are labeled as brokerage account types, however this field is not visible on Web client which is very confusing and I was not able to fix it via Web. Please add this to Web client, also it seems to be a bug when both checking and…
I am not able to recreate a report that shows the total for travel, for example, as well as the subtotal for airfare, hotel, dining, etc. I have followed the instructions I found in Google: "Enable Subcategory View: Look for the Group by or Breakdown options inside the filter menu" but I cannot find the "group by" or…
Hi, it’s been a few months. Is anyone at Quicken still investigating the CareCredit issue that’s been open since last year? Thank you! [Edited - Readability]
We have received multiple reports from users stating they are encountering FDP-103 errors. Users will be able to connect to their bank online, but will not be able to do so in Quicken. 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…
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…
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…
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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