Discover tips, workflows and community insights to help you master Quicken Simplifi at its best.
Feel free to introduce yourself and post any questions or feedback regarding the Community here!
Here, you'll find Release Notes, new features, newly added banks, and other updates from our Product Team. Note: Product Update Announcements are for informational purposes only and are therefore closed to comments.
If there's an emerging issue with Quicken Simplifi, we'll post an alert here. Note: Community Alerts are for informational purposes only and are therefore closed to comments.
Here, you'll find all of the known issues related to Online Banking and Quicken Simplifi. Note: Community Alerts are for informational purposes only and are therefore closed to comments.
Here, you can post your questions about using Quicken Business & Personal!
Here, you can post your questions about using Quicken Simplifi!
UPDATED 11/2/26: Police and Fire FCU returning multiple errors and missing transactions
Join us in The Water Cooler!
This morning I noticed that all of my transactions from 2024 are missing from the transaction register list. When I click the "load more transactions" button and scroll down, the list of transactions goes from 2025 straight to 2023 with no transactions from 2024. I checked the Reports section and the 2024 transactions do…
My connection to Elevations Credit Union has been failing for the last three days with this error: "Account needs attention(Care code: FDP-101). We are unable to connect to Elevations Credit Union - CO at this time." [edited - readability]
how do I transfer transactions to a CSV file? [edited - readability]
Found a discussion in 2024 saying this was completed, but it's not. As an example, I have a savings goal for $1,000/month in 2026 that will complete in December 2026. I started a new one in 2027 for the same reason. My spending plan is reducing the combined $2,000/month, even though the 2026 will not apply. I'm aware you…
I am wondering how a transaction gets calculated in the Spending Plan if it is meant to come out of a Savings Goal. Does it still get categorized in its category in the Spending Plan? If so, does that mean it gets double-counted? Is there a way to keep transactions OUT of their associated category and only count against…
When I review transactions, I often filter by 'Uncategorized' to find ones I need to review and categorize. However, I am noticing Quicken will often automatically categorize some transactions as 'Shopping' I do not use this category specifically, as it is actually a header and needs to be further categorized, and I am…
I need a Todo/Task list to track items that need to be performed. It needs to include Categories, Target & Completed date & time and Notes. The current Reminders are great, but they apply only to transactions. I need goal related tracking for a series of events. Example: If I'm considering moving $400,000 from my stock…
When looking at the ALL setting on the Net Worth chart, the X-axis does not begin with the earliest date for accounts in the user data. It seems to start on Jan 1970 as a fixed date. Is there a fix in the works for this? Using the latest Simplifi mobile app on iOS 18.7.7 [edited for readability / edited image to reduce…
We are currently seeing an issue with Computershare returning an FDP-192 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…
We are currently seeing an issue with Forum Credit Union - Bus returning an FDP-2102 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…
Please add a way to let us lock the parent level of categories so we can select whether we want to use it or not. This would allow us to better control reporting in the P&L. I would want this to be a toggle where I could turn it in/of as needed. Something like this…
Hi there, I would like to be able to create a packing list from and invoice, and my posts before mention to create a purchase order and duplicate many forms to start from similar orders or estimates. Thank you
Hello, it would be very helpful to have the Trial Balance option available in Quicken Business & Personal for both account types. We definitely need the Trial Balance option for Personal Accounting. Please consider making this option available. Respectfully [Added for Context: A Trial Balance Report is an accounting report…
There is an open work order with Plaid that has been posted for almost a week. I can see other users who have posted the same concern. When will this issue be resolved?@! I use the Sam's credit card for 95% of my transactions. If I cannot connect to Sam's credit card through Simpllifi, the program is of no use to me. What…
Looks like someone did the bug ticket management equivalent of declaring email bankruptcy. Some bulk edit operation was executed to close all bugs such as the following
My current 401k contributions are somehow increasing IRR, not just the balance of their portfolios. I need help figuring out where/ how to correct these transactions. Thanks, from a newbie.
Hello everyone! Here are the issues and features we were able to tackle with the 6.44.0 Mobile Release, released on November 4th: FIXED: Credit Score History chart plots data points under the wrong month. FIXED: Mobile does not link accounts during migration to Plaid. FIXED: Report Summary view: “Days” and “Quarter” time…
We are currently seeing an issue with AllyBank returning an FDP-105 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 bookmark…
The holiday season is just around the corner, and while it's an exciting time of year, it can also get a little expensive! Whether it's finding creative ways to save on gifts, stretching your grocery budget, taking advantage of deals, or keeping holiday spending in check, we'd love to hear your tips and tricks. What's one…
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…
We'd love to learn how you track business mileage and how we can improve it, so you never miss an earned tax deduction. Please click the link below and take our survey. https://www.surveymonkey.com/r/L7VTNG6 We can't wait to hear from you!
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…
Congrats to our most Active Monthly Users!
