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Here, you can post your questions about using Quicken Simplifi!
ONGOING 8/4/26: Discover Card returns FDP-101/CP-SCRIPT_ERROR
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When you are reviewing transactions it would be good to be able to see just banks and just credit cards. On the transaction screen you just get a list of all your accounts, not a hierarchical list like you get for Investments.
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…
Is anyone else seeing an issue with Chase connectivity? All of my accounts are 'service not available right now'
I'd like to have a way of looking at a single account's upcoming expenses per month. It would be a nice feature if the spending report allowed selection of "Next month" or Custom with the option to include future transactions.
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?
It would be great if we could see the actual transaction amount at a glance for split transactions. this helps with searching for multiple situations.
Hi- New to Quicken. Can I run a report from the current date to a future date of my upcoming expenses or upcoming expenses vs. income? It's my personal account, and I don't need to see where the money went as much as where it needs to go! Thanks in advance!
I would love the ability to add multiple categories to any one (1) Planned Spending expense under the Spending Plan...similar to the way you can do it with the Watchlist. For example, I have these category groupings and each one has multiple subcategories. I'd like to tie the top two (2) to this one (1) Planned Spending…
iOS app has always been slow with editing and recategorizing transactions. Pages will load twice and not save quickly after being edited. It’s super buggy and getting worse. The new review transactions feature is even worse. Each entry takes 20-30 seconds to respond to a screen press. The app is only getting more unusable.…
When I sign in on the web I don't see any prompts or questions to answer regarding adding accounts; how do I even begin the setup?
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 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…
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]
I would like to know if there is a write up or a video on how to handle credit card payments in Simplifi. I know that i found one but it was about 5 plus years old, thus if there is something newer or written. Thanks.
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 rr=create a report that shows the total for travel, for example, as well as the sub total 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…
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 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…
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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