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This discussion was created from comments split from: Pending transactions are not downloading after Bank of America migration (edited).
Not only will Simplifi not connect to Walmart OnePay, but neither OnePay, nor Synchrony will allow CSV downloads of their transactions. After converting PDF statements into CSVs, Simplifi NOW won't upload transactions via CSV. The human chat assistant incompetently bumbled around for an hour, sending me 2 CSV files of XML…
As of 2022 saw message that Stockpile was added. I tried to link my Stockpile account at different times over the last few weeks and get this message: Failed to connect Your financial institution isn't currently supported to establish a connection to your accounts. (1415)
This discussion was created from comments split from: HSA Bank - Known Issue Prioritization (edited).
I just set up my Simplifi. I tried to set up the Credit Score. I received the link to start my credit score verification in my text but when I click on it it brings me to this page: And this is what is displayed on my Simplifi Dashboard: How can I get this to work?
Hello Simplifi Support, I can’t connect my FirstBank of Colorado accounts to Simplifi. The connection attempt consistently fails with care code FDP-101. I tried reconnecting just now (March 3, 2026) from Settings → Accounts and received the same error. Details: Institution: FirstBank of Colorado (connection listing shown…
Why did you compress the projected cash flow graph chart? I never comment on anything on the internet but you brought me out of the woodwork on this one. Change it back!
Not sure what happened but in one of the recent updates the Projected Cash Flow graphic (when clicking on an account) has vertically shrunk. There is a lot of unused space now and the graph itself is too short to be effective for me. Can this space in red be used to expand the graph? Can the bills boxes be shrunk?
This discussion was created from comments split from: Bank of America migration issue - nothing updates after authorizing (edited).
A portion of the detail view extends off the screen to the right. It's still functional but looks bad. part of the word "Split" is missing and the "Cleared" portion of the toggle extends beyond its shaded background container. The problem seems to be that the label text in both cases is just too long to leave space for the…
Please fix this issue as it used to work fine. Thanks.
I receive certain transactions that I do not want to track in Quicken for one reason or another, typically these are small regular transactions ($5-20) that I just don't want in the reports because i'm trying to get a bigger picture on spending. If I could exclude them from reports and they would not appear in reports,…
Hello, I have my columns set as I need them to export a CSV, where I have excel setup to manage and process reporting much better, or at least easier, than I can get figured out within Simplifi. The changing of column display with each "app update" is a minor annoyance, instead of leaving my shown/hidden columns alone, I…
Would it be possible to add the Corebridge 401k plan that is offered through Alight via a direct connect versus manual setup. Here is the URL:…
I am a longtime user of various Quicken products. I just installed Simplifi and am unable to link my American Express accounts. These are crucial to my budgeting. Please note that I tried to link during quiet hours, Sunday, etc. Please advise. Thank you.
How to I request this connection to be added?
I came from MS Money, and I feel like I'm going backwards. No calculator in split category amounts When I collapse a category or sidebar, it doesn't stay collapsed. As soon as I edit a transaction, everything defaults back to expanded view - very annoying No debt payoff calculator The web page is wider than my screen, and…
Hey everyone! Let's talk about balancing our financial goals with the things we do for fun. How do you budget for your favorite hobbies, collections, or entertainment? I like to treat my hobby spending as its own dedicated category in my Quicken Simplifi Spending Plan. I make sure to carve out a specific "fun fund" each…
Hello everyone! Here are the issues and features we were able to tackle with the 6.10.0 Web Release, released March 11th: FIXED: “Oops! Something Went Wrong” error when accessing reports. FIXED: Fixes/enhancements for the new Transaction List. FIXED: Fixes/enhancements for Privacy Mode (Early Access).…
Hello everyone! Here are the issues and features we were able to tackle with the 6.10.0 and 6.10.1 Mobile Releases, released March 10th & 16th: FIXED: Error when tapping outside the subscription dialog or tapping the close button during the upgrade flow on iPhone. FIXED: Unable to resolve the "transaction needs your…
We’re excited to announce that Quicken Simplifi now integrates with Kelley Blue Book! This new feature lets you link your vehicle asset accounts to Kelley Blue Book so you can automatically track your automobile’s value as part of your net worth—without manually updating it each month. The Kelley Blue Book integration is…
We are currently seeing an issue with Manulife Bank of Canada returning a "You have already added all your accounts" error in Quicken Simplifi. This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to provide on when a resolution can be expected, but will post updates as soon…
We are currently seeing an issue with Barclays returning an FDP-105 error in Quicken Simplifi. This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to provide on when a resolution can be expected, but will post updates as soon as we do. If you would like to be automatically…
Bank of America will begin its migration to a new API platform starting today, 2/24/26. This will affect users in waves, meaning not all users of Bank of America-affiliated Financial Institutions (FIs) will be affected at once. The list of affected financial institutions is: Barnes & Noble BOA FIA Card Services World…
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…
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NEW 3/5/26: Pending transactions are delayed in impacting the balance for connected accounts
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