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UPDATED 11/6/26: [PLAID] Unable to Add Amazon.com (Synchrony) - "Couldn't Connect to Institution"
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In the Edit Account area within Simplifi, it would be great to have an area that could be a “free form” note area. This notes area would have the standard Simplifi text editing as with the other free form text fields. In the attached image, there is sufficient area which a free form note box could be included note box. As…
We are currently seeing an issue where customers are unable to connect their Lowe's Credit Card - MyLowe's Rewards Credit Card in Quicken Simplifi using the Plaid connection. Customers may encounter an INSTITUTION_NOT_RESPONDING error. This is a known issue, and we do not have an ETA for resolution at this time. To be…
Yes, some businesses still use paper checks. Please add the functionality to print paper checks in Quicken Simplifi (Business & Personal). This is a real need!!! Not just a "like to have". I wonder if anyone at Intuit Quicken will contact me to 1) identify what the need is 2) establish a development plan and timeline.…
When accounts have been closed, my expectation was that these accounts would not appear as they have zero balances. In the image provided, these closed and zero balance accounts are still showing and they have zero balances since the account is closed. I would like to suggest that these accounts, since they are closed with…
This is my view regardless of what I do. I cannot get to the sign in page. Wifi and connectivity is working perfectly other than with Quicken.
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When I set up a complicated payee filter in the All Transactions view using the column headers, the filter will persist until I edit a transaction. Then, whether I cancel or save changes, my custom filter disappears. This is very frustrating when I set up a complicated filter, because I sometimes accidentally open the…
I noticed an issue with the brown color in the attached image—it currently displays as orange, despite a separate orange color already being present. Please change this shade to an actual brown. Since color labels are only visible in a few spots in this version, accurate coloring is essential.
Edward Jones is moving Quicken Simplifi connections for investment accounts to a new connection method that uses secure sign-in (OAuth) through Intuit. Over the coming weeks, you may be prompted to reconnect your Edward Jones accounts. What to expect If you add an Edward Jones account to Quicken Simplifi, it will connect…
The holiday season is just around the corner, and while it's an exciting time of year, it can also get a little expensive! Whether it's finding creative ways to save on gifts, stretching your grocery budget, taking advantage of deals, or keeping holiday spending in check, we'd love to hear your tips and tricks. What's one…
A user posted that invoice linkage to deposits would only work for INCOME categories. UNCATEGORIZED (the default category for non-matches) is not treated as an INCOME category, which for expesnes is fine. Suggestions: Treat UNCATEGORIZED as EITHER an INCOME or EXPENSE for this purpose or Handle UNCATEGORIZED specially with…
My old version of quicken had a register like a checkbook where I could make entries that would deduct from my bank balance. How can I see this in simplifi? I need to be able to see my balance left after paying bills and then reconcile.
Hello! In the Savings Goals, when contributing, or withdrawing from a goal, I see the full list of all accounts that have ever been opened or linked to my Simplifi account, even if they have been closed for some time. Not only are old accounts listed, but the accounts don't appear to be in any order, alphabetical or…
Why, when trying to link a cleared deposit to an unpaid invoice, am I often unable to find the deposit transaction?
A customized report shows categories that have not been selected under the Category tab.
We are currently seeing an issue with Happen Bank returning an FDP-181/CP_SCRIPT_ERROR 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 in the upper right. If you do not see the…
We are currently seeing an issue with BankFund Credit Union returning an FDP-105 error in Quicken Simplifi following recent changes to the financial institution's website. This issue has been escalated internally, and our teams are working toward a resolution. However, we do not have an ETA at this time. Additional…
We are currently investigating an issue where Thrift Savings Plan accounts connected through Plaid are displaying a $0 balance in Quicken Simplifi. This is a known issue affecting Quicken Simplifi customers using the Plaid connection. Our teams are actively investigating, but we do not have an ETA for a resolution at this…
Hello everyone! Here are the issues and features we were able to tackle with the 6.44.0 Web Release, released on November 4th: FIXED: Visibility setting changes at the account level require a force refresh to update throughout the app. FIXED: Monthly Summary report has overlapping text when the expense bar is below the red…
Hello everyone! Here are the issues and features we were able to tackle with the 6.44.0 Mobile Release, released on November 4th: FIXED: Credit Score History chart plots data points under the wrong month. FIXED: Mobile does not link accounts during migration to Plaid. FIXED: Report Summary view: “Days” and “Quarter” time…
We'd love to learn how you track business mileage and how we can improve it, so you never miss an earned tax deduction. Please click the link below and take our survey. https://www.surveymonkey.com/r/L7VTNG6 We can't wait to hear from you!
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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