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UPDATED 10/19/26: Discover / Capital One FDP-101 error
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I would like to request the option to see manually added transactions inside of the main activity transactions grid. Right now when you add a manual entry with a future date it moves that entry into the planned grid. It would would also be nice to see those "pending" transaction reflected in either the overall balance of…
Back around early 2026, I was a superuser, then I opted out because my health stability decompensated (I was hospitalized over 100 days between march and early august, to the point where medicare was no longer covering my hospital stays fully). I am seeing a lot of the old superusers posting here, but I am seeing 5-stars…
Now that Trump Accounts have rolled out, it would be nice to be able to add them to our dashboard. URL: https://trumpaccount.com [edited to add URL]
Hello, Using Simplifi's new Bill Connect provider, I successfully connected my Consumers Energy electric account. I receive confirmation within Simplifi, as well as confirmation from Consumers Energy, that I successfully linked my account. I even received the attached email from Simplifi confirming that my Consumers Energy…
November 8, my Discover Bank accounts will move to Capital One. How can I assure all my transactions flow to Simplify correctly? When my credit card transitioned, only 3months of transactions came over and I had to manually enter several months.
On web app. I don't see any transactions older than October 20th 2025. This is a critical defect.
Should the reminders section be the same, no matter where you are viewing it from? At the moment, Invoices are showing in Reminders when viewed in the Bills & Income overview, but not the cashflow tab. They are also showing in the reminders section of the Transaction tab. Should not all reminders sections be the same?
The new Spending Dashboard is rolling out to Early Access users, giving you a new way to explore, compare, and understand your spending. For more details about the new feature and everything it offers, check out our Spending Dashboard announcement: As you explore, we'd love to hear what you think! What do you find most…
Hello Simplifi Team, I wanted to take a few minutes to share my experience with Simplifi and offer some constructive feedback. Over the past several weeks, I've evaluated a number of financial management and accounting systems, ultimately selecting Simplifi. I want to begin by saying that I'm extremely pleased with the…
We are currently seeing an issue with Marcus by Goldman Sachs returning an INTERNAL_SERVER_ERROR when connecting accounts 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…
It seems that since this past Saturday that Quicken has required me to reauthorize with Pentagon Federal Credit Union to download transactions.
New user and this is my last account I'm trying to connect. Have been trying since yesterday. I see a few older posts in threads with exact same error. Is there a Connections status page or just the warnings which currently only show Discover having problems? The embedded URL is correct: login.sei-connect.com and I'm asked…
I would like to establish a Budget for Annual Items such as Auto Insurance, Annual Subscriptions, Taxes, Birthdays, Christmas, Etc. I will use Annual for the category for each item. I would like to set my Target Amount for the entire year, example $3000, and show the remaining balance as the Annual Items hit. I am having…
I'd like to see an option to reset or change the individual associated with the Credit Score feature without having to create an entirely new Quicken Simplifi account. My situation: My parents shared a Simplifi account that was originally set up under my father's information. Unfortunately, my father passed away, and my…
I really like the new customizable dashboard in Quicken Simplifi, especially the ability to show, hide, and rearrange widgets. However, one limitation is that we can only display a single instance of each widget. I'd love the ability to duplicate or add multiple instances of any dashboard widget, with independent filters…
Because I live in a state with high taxes, I keep my emergency fund and savings in an ETF (SGOV) as the dividends are mostly tax except from a state level. I would love to be able to set a fund(s) as "savings" and use it as a savings goal target. Right now, it looks like I have no savings even though I contribute weekly to…
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]
We are currently seeing an issue affecting Discover card accounts in Quicken Simplifi. Our teams are already working to resolve the issue, 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…
We are currently investigating an issue in Quicken Simplifi where reminders from a recurring series do not appear in the Reminders section of the Bills & Income page or in the Upcoming Reminders carousel on the Transactions page. This issue has been escalated internally, though we do not have an ETA at this time. To 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.41.0 and 6.41.1 Web Releases, released on October 14th & 15th: FIXED: Transaction list does not fully render after navigating from Reports back to Transactions. FIXED: Transactions page shows only newly created manual transactions after…
Hello everyone! Here are the issues and features we were able to tackle with the 6.41.0 Mobile Release, released on October 14th: FIXED: The Taxes Report displays only one year, even when multiple years are selected in the date range. FIXED: Crash while making large splits. FIXED: Android keyboard persists across screens…
We are currently seeing an issue with Keys Federal Credit Union returning FDP-102 and FDP-103 errors 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…
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…
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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