Discover tips, workflows and community insights to help you master Quicken Simplifi at its best.
Feel free to introduce yourself and post any questions or feedback regarding the Community here!
Here, you'll find Release Notes, new features, newly added banks, and other updates from our Product Team. Note: Product Update Announcements are for informational purposes only and are therefore closed to comments.
If there's an emerging issue with Quicken Simplifi, we'll post an alert here. Note: Community Alerts are for informational purposes only and are therefore closed to comments.
Here, you'll find all of the known issues related to Online Banking and Quicken Simplifi. Note: Community Alerts are for informational purposes only and are therefore closed to comments.
Here, you can post your questions about using Quicken Business & Personal!
Here, you can post your questions about using Quicken Simplifi!
UPDATED 8/19/26: Apple Savings - Inverse Balance
Join us in The Water Cooler!
I would like to be able to pick a date range for the Balance Sheet (similar to the Profit & Loss report). This is needed to turn into my tax accountant (I need to run it for last year). Is this function available?
1) Having the ability to see and edit the payee list, and 2) by default have it place deposits first in a day's cash flow
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 have a home improvement loan that does not link to Simplify. It's one of those "Pay no interest for two years" type loans. I added a manual account with the original loan amount. It shows up on my dashboard as an account with a negative balance. So far, so good. I created a Series with a reminder to pay each month. The…
We are currently seeing an issue with America First Credit Union returning an FDP-102 error in Quicken Simplifi and/or no longer being searchable in the bank list. 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…
Hiding closed accounts, which is now there, is terrific. It gives me what I need right now. However, some people have requested the ability to hide -any- account, so I created this idea post to collect votes. I think this might be under Settings→Accounts, and there would be a menu setting on each account to hide an account…
Currently, you have to go through multiple steps to run a report to see net income and expenses (cash flow). There already exists separate cards for income and expenses.
I would love the ability to visualize our data using a Sankey diagram. They are visually appealing and a quick way to ingest a lot of data rather quickly. I have posted a picture below for those who are not familiar with the Sankey diagram. See below: It would be awesome to see within the monthly summary, across various…
Hello! I am really liking Simplifi. The app already has a notificatiom which shares how much your spending compares to the average per month, but it only shows up periodically. It would be great if the app could show this information whenever the user wants such as a report or a different representation of the spending…
Would like to see a way to see a monthly comparative view added for income and spending, which shows the amounts separated by month. As well as, be able to designate the months viewed (i.e. Feb to Sept). This would be very helpful in viewing category spending and how it has changed month to month.
The visual update to the Income & Expense Report is unusable. Seeing a double bar chart of Income to Expense was so nice. Now that you have a single bar where the top is the income and the bottom is the expense make literally no sense visually. Seeing two bars next to each other was such an easy way to see the comparison.…
I am looking for suggestions for how to deal with categories in Planned Spend. Right now I have a Dining and Drinks category budget in Planned Spend. I want to break out a sub category (coffee shops) into a different budget line while leaving the rest of the DIning and Drinks in a seperate category - the issue is that…
When selecting "All" for showing the net worth over all time, the time series (x-axis) is in month and not years like it should be. For example, if you have 10 years worth of data, it should show 2026 2017 2018 2019 up to 2026. Instead, it shows a repeating Apr Aug Dec for each year. This is for the web version. Would it…
I got this error yesterday: The current multi-factor authentication method at Bank of America - Health Accounts is not supported. To connect to your account, you must change the multi-factor authentication method at Bank of America - Health Accounts. Care Code: FDP-192 When I go to the website for this account, I don't see…
I cannot find an effective way to flag a reminder. The reason I would like to do this is so I know I have set up an on-line payment for the reminder. Suppose it is the 1st of the month and I have a reminder to pay a bill on the 22nd, and I also have a statement from the financial institution. Now, I want to set up an…
Currently you split your spaces to be able to invite other users to that space. This makes the personal entity redundant since you have one in each space. it is also a pain switching between spaces. Instead, I propose having one "All-in-one" or Hub Space where you can view and control everything you have access to.…
I am looking for help from the Quicken Simplifi team or community regarding ongoing issues with my Target Circle Card account. These issues started around August 14, 2025, and have persisted for over a year now. Because this is one of our most heavily used accounts, the constant breakdown in syncing makes tracking expenses…
Get a clearer picture of where your money is going with the new Spending Dashboard! The new Spending option in the navigation menu gives you a dedicated place to explore your spending trends, compare your spending across time periods, and drill down into the details behind the numbers. With the Spending Dashboard, you can:…
We are currently seeing an issue with Bank of America - Health Accounts returning an FDP-192 error in Quicken Simplifi (or whatever the issue is). 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.33.0 Web Release, released on August 19th: FIXED: Charts on the Spending and Income tabs in Transactions are not responsive on smaller breakpoints. FIXED: Logos on recurring series are not visible in other browsers (Early Access).…
Hello everyone! Here are the issues and features we were able to tackle with the 6.33.0 Mobile Release, released on August 19th: FIXED: Net Worth graph y-axis is missing when the selected account balance is 0 or has no data. FIXED: Net Worth dashboard card x-axis granularity is inconsistent on time range selection 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…
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…
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…
Congrats to our most Active Monthly Users!
