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NEW 10/1/26: Paid reminders showing as past due on the mobile app
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I followed "Jacobs" answers to get my account to rebalance (reconciling all the way back to the beginning). I did that, and it was okay the next month (August), just as he/she said, except it said I was off 60 cents. This month all of my entries are on my bank statement and vice versa, but now it says I'm $2,000+ off. What…
My Investments tab summary Total gain does not equal the sum of the individual holdings’ Total gain I was asked by the "Ask AI" tool to report this to Simplifi Support. Not sure if the issue is just for me or if it affects others as well.
From the Dashboard screen in the iOS app, the Bills & Income box always has shown upcoming or late bills and income. It presently shows a few dozen past payments, many of which are a year old or older, despite already having linked payments. Also, in addition to Bill or Income series, it also shows an individual…
I suggest that users have the option to link reminders on the app to the calender on their devices. By doing so, reminder notifications will be seen immediately rather than users needing to log into the notification section of the app. “Budget Boss” app has this feature and it is very useful.
I've been trying to re-authorize my Home Depot credit card account through CitiBank for about 2 weeks and receive "We encountered a problem processing your request. Please try again later." every time I try. I've reset my password directly through the website and can login successfully to my account. It looks like Simplifi…
"Potentially Recurring" section on dashboards shows me countless one time payments as potential series. Meanwhile my employer name changed 1+ year ago and the existing series never ended but nothing was assigned to it while new paychecks have not created new series and don't even show up in potentially recurring. It's also…
Welcome to October! Simplifi tells me on the Home Screen and All Transactions that I never paid a few dozen old bills. I paid them and they show paid/linked when I find them in the spending plan. Is it just me?
The colors of the Past and Paid labels in the Bills section of the Spending Plan page are not accessible for someone with red/green colorblindness. I assume that the"Paid" text is green and "Past" text is red, but I can't really tell. In addition, the words "Paid" and "Past" are very similar when scanning the list and take…
If you have a manually tracked brokerage account, the account value of brokerage accounts on the “Accounts” and “Net Worth” pages will never be updated to reflect the current value (unlike the “Investments” tab). The only way to update the amount of these accounts shown in the “Accounts” and “Net Worth” pages are to update…
hi! just a perhaps contrarian viewpoint. Please make it's inclusion of 'Ask AI' an optional pay-for feature - one which I think you would have zero subscribers of. I don't want a price increase to cover your inference costs because other users won't learn to use (very simple) features. Thanks!
I am experiencing a bug when linking transactions to recurring series. Although I only created one monthly subscription (e.g., for Netflix), four identical options appear when I try to link a transaction. Only one of these options actually connects to the active series and clears the reminder. The other three appear to be…
I'd like to pin the reviewed column to the far right pannel. Currently though, on Windows desktop in Chrome, there's no way to click on the three edit dots displayed on other columns. This is where the setting to pin it is located. This also appears to be a problem for other narrow columns that just havwe in icon instead…
I have 2 vanguard logins for myself and wife. each has several accounts. I previously had made one brokerage account manual for each login. Today I tried to reconnect both these accounts. During the process Vanguard authentication had a problem with the pop up sign on page. I was eventually able to reactivate both or so it…
One of my monthly annuities is being categorized as a credit card payment. I cannot create a rule to fix it since rules won't work for credit card payments because it says it is linked to other things. But it is not linked to anything else and it is not a credit card payment and is in fact income and not a payment at all.…
Using the either the App or the Website, I have a notification that there is a 'new' feature on the Credit subheading under Banking. I first noticed it yesterday, but honestly it could've been there longer. I don't remember seeing any kind of notification for a new feature in this area. Anyone have any ideas what is…
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…
Want to see how your finances have changed over time? Comparison Reports are now available on web and mobile! With the new Compare option, you can compare the current report period against another period to see how your income and spending have changed. You can choose from: Prior year — Compare your current date range with…
We are currently seeing an issue with TreasuryDirect returning an FDP-101 error in Quicken Simplifi. This is due to the new ID.me login process. 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.39.0 Web Release, released on September 30th: FIXED: Reminder lists not showing all types of future transactions. FIXED: Selecting parent categories during Watchlist creation does not mark them as selected on the first click. FIXED: Menu…
We are currently seeing an issue on the Quicken Simplifi mobile app where paid reminders are showing as past due. This has been escalated internally, and a fix is expected with the 6.39.1 mobile release. In the meantime, please do not unlink or delete the reminders to clear them. The reminders will go away once you update…
Hello everyone! Here are the issues and features we were able to tackle with the 6.39.0 and 6.39.1 Mobile Releases, released on September 30th & October 2nd: FIXED: Hide Cents option is partially hidden behind the 'Apply' button in report filters. FIXED: Financial Space header is positioned under the camera/notch on…
We’re currently investigating an issue affecting Police and Fire FCU in Quicken Simplifi. Customers may encounter an FDP-102 error when attempting to connect or update their accounts. The issue has been escalated to our internal team for further investigation. At this time, we don’t have an estimated time for resolution,…
We are currently seeing an issue with Northwestern Mutual Insurance returning a 170 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…
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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