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ONGOING 10/28/26: Police and Fire FCU returning multiple errors and missing transactions
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Can the Quicken AI icon hovering over the lower right corner be removed? It's covering the bottom scrollbar controls for any page that has an inner scrollable area, like my Transactions list. Also, it seems unnecessary given that there's already an Ask AI button on the top right that does the same thing, so the lower right…
Good morning Coach Natalie! I'm messaging to inform you that I encountered a Spending Plan issue specific to the Web Simplifi app. I was looking at my current Spending Plan (11-01-2026) on the web app and decided to go back several months to look at prior Spending Plans. After going back approximately 12-13 months I…
I’m seeing what appears to be a bug in the Transactions screens for both Investment views. The Calendar date selector is currently only allowing me to choose dates within the prior 365 days. And searching on Transactions across all my Investment Accounts is only showing the prior 365 days, instead of showing previous…
I'm wondering if all the information from my checking account is "backed up" in Quicken - or do I have to do some type of backup with this data separately. Also wonder if all the changes and adding of new catagories in my checking account will be the same for any other accounts I add on to Quicken Simplify. THanks
I have gotten all my transactions downloaded from my bank and made quite a number of Catagory changes and additions. The odd thing is that my account balance has not changed at all from when I was asked to put in a starting balance. I was expecting that when I added more information in transactions and deposits that it…
For the first time in years, we are not handing out candy. Most of the folks in my neighborhood don't. and normally fewer participate on Saturday than on a weekdays. It's sad because I enjoyed it so much as a boy, but the world has a lot since then. Many institutions have their own Halloween activities for children, so I…
I tried to add a credit card account to my daskboard but was not able to down the info from my bank where the credit card it associated. I will try again tomorrow and see if I can get the info downloaded. Are Credit Card transactions reviewed and catagorized on a Credit Card Account just like on a checking account? I…
My PayPal cash account balance now shows the amount on my PayPal Master card account as a positive balance. This is not correct. My cash balance should be zero. My master card balance is correct. [edited title]
It would be extraordinary to have an MCP server for this app to connect it to AI agents. When done properly, this is a secure way to access and edit data with a power of AI. You can not only use this to manage and update transactions, but you could also use it for powerful reporting. Currently I am using the Playwright MCP…
This feature request has been open for nearly four years, and I’d really like to see the Simplifi product team provide an update. Customers have repeatedly explained the value of this functionality and the unnecessary manual effort required without it. At this point, the community deserves more than an indefinitely active…
First time I have ever attemped to use a program like this. On paper it seems great and should be easy - but I find myself with questions that don't seem to come up in videos I have watched. Thanks for any help in the future 😊
I downloaded my data from my bank and am trying to set up catagories. So far, I am only working on / learning Simplify for 1 checking account. What catagory should I place Debit card purchases? Why can't I place more than 3-4 sub catagories under a main catagory Under Income. We have several income sources and a Social…
We are seeing Customers unable to add accounts from Amazon.com Store Card in Quicken Simplifi due to a “Couldn't Connect to Institution” error during the aggregation event. There is a 0% Success rate. Plaid is aware of the issue and is working on a resolution. We currently have no ETA to provide on when a resolution can be…
Since it’s October, let’s take a little trip down memory lane... What was your first car or motorcycle? Bonus points if it was a little spooky, beat-up, or held together by sheer determination. 😸 Did you love it, hate it, or somehow manage to keep it running forever? And more importantly, was it a spooky nightmare for your…
We are currently seeing an issue where Desert Financial Credit Union is blocking the current Intuit connection, preventing customers from connecting or updating their accounts in Quicken Simplifi. Customers may receive an FDP-181 / END_USER_CONTACT_FI error. Quicken plans to transition this connection from Intuit to Plaid…
Hello everyone! Here are the issues and features we were able to tackle with the 6.43.0 Web Release, released on October 28th: FIXED: Old transactions missing. FIXED: Display options are unavailable when filters return no data, preventing users from changing settings. FIXED: Spending report graph overlaps amounts and bar…
We are currently seeing an issue where customers can't add Freedom Mortgage accounts in Quicken Simplifi via the Plaid connection. The connection fails during account aggregation, preventing the account from being added. Plaid has confirmed this as a known issue because the integration does not currently support the…
Hello everyone! Here are the issues and features we were able to tackle with the 6.43.0 Mobile Release, released on October 28th: FIXED: Display options are unavailable when filters return no data, preventing users from changing settings. FIXED: Spending report graph overlaps amounts and bar chart on the iPad Web App.…
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…
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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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