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NEW 10/16/26: Recurring series reminders do not appear in reminder lists
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I was able to connect my Wex FSA card as Discovery Benefits. The connection seems stable and the total available to spend updates correctly. However, none of my transactions are synced, so I can't categorize them and include them in my spending.
Since comments are turned off in the alert, I wanted to instead post a new discussion and request that Quicken continue to prioritize resolving this issue and working to provide an estimated time of resolution ASAP. Thank you. NEW 10/16/26: Discover card returns an FDP-101 Coach AldairadminOct 16, 2026Updated Oct 16, 2026…
There is no connection to Imprint. I saw a discussion back in May that Simplifi was looking to add this credit card provider, but it still hasn't been done. What can we do to push this through?
I have a subscription to a home food delivery service every week. The transaction is a recurring transaction and appears in my Bills section of Spending Plan. I canceled food delivery for this week only. How do I remove this 1 incidence from the spending plan without deleting all the others, past or future? Thanks for your…
All the future reminders I had edited to have specific values have had those values reset to the default value of the series that created the reminders when I signed in today. For example, a recurring monthly schedule of transfers set to a default value of, say, $1,000. I had gone forward and set all the individual…
This was working yesterday, and is not working today. Web App Steps: Settings→All Recurring + Series Add Manually Payee Name: "(Manual) Transfer→Four Leaf Savings", Account: Chase Total Checking, Category: Four Leaf Savings.Amount $200 Frequency & Occurence→Every month→10/21/2026 next→3rd Wednesday Go to Accounts→Chase…
The promise was: Barclays Cards (in my case, a store credit card serviced by Barclays) has a new connector with Simplifi (via Plaid) which is supposed to be new, and improved, and awesome! The reality was: I have tried several days to update my connection, and every time I get the exact same error message: “Something went…
When I try to create a recurring transaction on iPad Pro, the keypad for the amount field is unusable, it briefly appears then disappears, and cannot be brought back up. This screams of a development environment where they only tested with a keyboard. See:
Hello, Starting about 2 weeks ago, my 4 Raymond James accounts stopped syncing. I tried clicking the "try again" button over the course of several days with no success and recently tried resetting the connection and now get an FDP-102 error. Would someone be able to assist me with how to reconnect this?
I'm trying to add a Vestwell 401K account and I do not see it listed. Can you please offer the option to connect their system via Simplifimoney?? I would add them manually but I'm also have issues today with Simplifimoney manually adding accounts. I keep getting "An error occurred. Please try again" when I try to add an…
While reconciling transactions to my bank statements, I sometimes get this box. At that exact moment, I have a decision to make. If I make the right decision, all is well. If I make the wrong decision, it can lead to multiple minutes of cleanup later on. I've had problems both when I click Link and when I don't click Link.…
On web based app, the transaction screen has a total balance for all accounts. On the flyout panel it shows the same amount. Why twice? It would be nice to get more screen space for my transaction list by removing the total balance section of the transaction screen.
On web based app, the transaction screen has a total balance for all accounts. On the flyout panel it shows the same amount. Why twice? It would be nice to get more screen space for my transaction list by removing the total balance section of the transaction screen. I posted this on the discussion thread before noticing…
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…
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…
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…
We are currently seeing an issue where transactions are missing with Bank of America 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…
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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