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This discussion was created from comments split from: Ability to import a list of categories (edited).
I have already spent a week adding categories and still have another 183 categories to add. This product is extremely frustrating as it could all be solved by enabling a simple import. Please allow us to import and make corrections to all categories.
I budget using the spending plan, but technically many of those expenditures are on credit cards and don’t deduct until the next month, so as far as monthly cash flow ie income in/spending out, the spending plan isn’t accurate. I would like an option to see total actual inflows and outflows on a cash basis per month.
Credit card company shows bill paid on May 30th. All dollar amounts are the same. Bank shows the Credit Card paid on June 1st. Bank also shows the same Credit Card payment pending, dated May 30th, as of today, June 13th. These screenshots are as of today, 6-13. The follow 2 items are from the Bank, for the same amount.…
I'm trying to add Cross Country Mortgage as an account. After I enter my username and password, Simplifi prompts me for a 6-digit passcode, The passcode is never sent to me and the code from my authenticator app doesn't work. I've reviewed MFA settings with Cross Country and I'm able to access my account from their…
I'd like to report a bug in the iOS Simplifi app. When creating a goal, entering the goal name and amount and hitting continue, the next screen, when in "Dark Mode", the iOS system information at the top of iPhone (time, wi-fi/cellular, and battery indicator) are shown in black, instead of white and cannot be seen.…
When editing a transaction and changing its category or making other key change, Simplify should ask whether I want to create a rule.
Okay, so I tried listing my vehicle on Simplifi. It's really not worth much, private party value under $4000. Anyhow, I created the property today, and I tried editing the "Opening Balance" date to be different dates… First I tried late 2010 when I acquired the car, then I tried late 2021 when I started this simplifi…
I recently added a manual real estate asset and backdated it to 2018. I noticed that the net worth graph did not update to include the backdated asset value. The chat support indicated that this was not possible and the net worth graph would only be updated from the date the asset was added not the backdated value. I would…
On the income and expense report, If I click on the expense (or maybe income too) bar in the bar charts, I can sometimes have it show a tooltip (balances) and it just stays there and doesn't disappear when i leave the area. The result is i can have it display 2-3 of those at once, when I think only one is supposed to be…
Hello. On March 28 and earlier, the way Simplifi handled long date ranges in bar-graph reports used to be somewhat acceptable. If you zoomed out, you could see around 3 years of bars without month-label overlaps. Sometime between March 28 and April 23, there was a big improvement. On April 23, Simplifi showed whatever…
This would be very helpful in analyzing the income or bills for the current month.
I am on Quicken Simplifi (IOS) and have not been able to successfully connect a Fidelity or Schwab account. I have tried multiple times to link the accounts. They will both show in my accounts and even have the "updated" icon, but no data is listed for either account in the investments tab. In fact, neither of the accounts…
Can you please add for the ability to connect to John Hancock Freedom 529 accounts? The website for access to those accounts is https://www.jhfreedom529access.com/. This is a different website than the John Hancock Financial Services account that is currently available in Quicken Simplifi. I have tried using the John…
We are currently seeing an issue where Venmo is returning inverse (reversed) balances 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 we will post updates as soon as we do. If you would like to be…
We are currently seeing an issue with Frost Bank returning an FDP-103 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 we will post updates as soon as we do. If you would like to be…
We are currently seeing an issue with California Coast Credit Union returning FDP-103 and FDP-106 errors 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 we will post updates as soon as we do. If…
Hello everyone! Here are the issues and features we were able to tackle with the 6.23.0 Web Release, released June 10th: FIXED: The Spending and Income Summary reports default the date interval to "month" instead of "day" for shorter date ranges. FIXED: Graph does not render correctly for asset accounts when changing the…
Imagine you could go back in time and give your younger self one piece of financial advice. What would it be? Whether it was something you learned the easy way or the hard way, your experience could help someone else on their financial journey. Share your advice below! 👇
Hello Community! We’re exploring a new aggregated summary for credit card details in Quicken Simplifi. This would allow you to view all your credit cards in one place, helping you more easily understand balances and decide when and what to pay off. We’d love your feedback! If this is something you’re passionate about or…
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[ONGOING] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
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