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I need to total Ordinary Dividends for the year to date. I have selected the Net Income Report, the applicable accounts, the Year to Date and the Ordinary Dividend Category. I get all the Transactions, but, no totals. The same goes for Interest Paid. Without the totals Simplifi is useless for estimating taxable incomes.…
I keep getting error FDP-102 on my Nationwide 401k retirement accounts. It’s been happening for several days. Reset connection does not fix. thanks!
I want Simplifi to remember the expanded/collapsed state of the Projected Cash Flow section so I don't need to collapse it every time.
I’ve manually added a bank that isn’t yet supported (HMBradley) but I haven’t found a way to update the balance to keep it in sync with my actual balance. Is there a way to do this? I would also like to be able to update the balances/value for manually added items like property or unsupported loans.
This discussion has been merged.
I’d like to have to the ability to rearrange the order of my watchlist, spending plan and especially goals.
I am using Quicken Simplifi on my personal laptop in a browser and would like to skip the second factor authentication by selecting something like a "trust this device" setting. While we're at it, can the session be lengthened so I don't have to sign in too frequently?
I added my Apple Card as a manual account, it's easy enough to add spending transactions but I've been unable to figure out how to add payments. I'm sure there's an easy answer here that I'm missing.
Currently when adding new accounts there is no way to add more than 1 transaction to an existing bill.
In the transactions registers, there's a column for "Date" but it's unclear on what date is being referred to. It could be the transaction date, or the posting date. Oddly, it doesn't seem to be either of those things. it appears to be the date that Simplifi was actually able to download the transaction or something. I'm…
When I split a transaction, sometimes I need to describe a spending line, but there is not a space for notes. It is very helpful and necessary, please take note to add this feature. Thanks.
This discussion was created from comments split from: Missing IRA accounts with Vanguard (edited) .
Please add daily notifications when new transactions are posted that have not yet been reviewed. It should be triggered any day a transaction has posted and not require a user to login to Simplifi to refresh accounts. Adding a section for these on the dashboard would be helpful also. It would be great if clicking on it…
I linked my Interactive Brokers accounts. It appears that the account has no balance and no transactions were imported into Simplifi.
every. single. month. Every month there's some glitchy issue with the spending plan. This month I have a monthly subscription showing up twice in November but nothing in December. In November's spending plan one shows Paid and the other shows "upcoming". When I click on the upcoming subscription in November's saving plan…
I am seeing an issue whereby when I update the category or mark a transaction to be excluded from spending plan, it remains showing there even after updated. Or if I edit the amount, it remains the old amount in the spending plan category. This is happening intermittently, but frequently enough to cause frustration using…
Are you trying out or transitioning to Quicken Simplifi from Mint? We'd love to hear your feedback about the transition, as well as what you think of Quicken Simplifi! For example, how was the process for importing your transactions? What do you like most about Quicken Simplifi? What do you like least about Quicken…
As our Team works hard to continue growing and improving the Spending Plan, we'd like your feedback! * How would you use rollover abilities in the Spending Plan? * How would having rollover abilities benefit you? * What other features/abilities would you like to see added to the Spending Plan? Please be as specific as…
We are currently seeing various issues with the Spending Plan in Quicken Simplifi. This can include things such as the Spending Plan not loading, Planned Spending items not updating after transactional changes are made, etc. Our team is hard at work on a fix for this and will get that deployed as soon as possible. If you…
With Christmas fast approaching, we'd love to hear from you on any tips or advice you've picked up over the years on your financial journey! For example, how do you budget for the holidays? Have you learned any hard lessons? Do you have any big wins you want to share? How do things like Black Friday deals impact your…
We are currently seeing an issue with AllyBank returning a 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 will post updates as soon as we do. If you would like to be automatically…
We are currently seeing an issue with Guild Mortgage - Guild Customer Login returning a 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…
We are currently seeing an issue with missing transactions for Sandy Spring Bank 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…
Attention, Simplifi Beta testers, and new users as well! We need your feedback to make Simplifi a tool that does what you want it to do! Please take a moment to answer these questions to help us learn what you’re looking for: * What first attracted you to Simplifi, and what did you like about it? (Note: Please report Bugs…
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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