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Anybody else getting inaccurate data import from their bank? Simplifi is not importing all posted transactions from my bank (Wells Fargo). I've reset the connection but the problem persists. Bad data usually leads to poor accounting🤔
Please pass along product feedback: the change that requires clicking the 3-dot menu to add Tags to split transactions adds friction and makes the workflow worse. I’d like Tags to be directly accessible when editing splits. I use Tags extensively particularly with grocery purchases. Also, the Quicken Community link in Help…
I have two accounts at Voya that were working fine with Simplifi until a week or two ago when they stopped updating. Attempting to reconnect I get an error "No eligible accounts found." after logging in. [edited title]
Hi I got an email notification today about my projected balance going below $500, but the body of the message says the projected balance will be > $1500. Here's a screenshot of the message. This looks like the same issue mentioned in the following post.…
Has anyone else noticed that the History is blank on Recurring Series when Bill connect is turned on? If it's setup as recurring, but no bill connect I see all the history. When I view bill connected items the history is blank. This is for web 6.15.0
Reports are not showing notes on splits when there is no note on parent.
please bring back the ability to create a rule from the transaction on the mobile app. Removing the check box and this functionality is extremely inconvenient and should be part of Simplifi
I was trying to create rules for certain transactions at BP gas station but it appears there is a min char of three as opposed to two. any thoughts on how to successfully create rules for BP transactions?
Have there been any updates to the Barclay connection issue? Looking for a timeline of when this will be fixed.
I was able to link to my account but there are no transactions.
This discussion has been merged.
I just upgraded to Simplifi Business & Personal mainly just to get the additional "Space" to manage family accounts that shouldn't be co-mingled with mine. If I want to go back to Simplifi, i.e., downgrade from Business & Personal, but I have two "Spaces" in Business & Personal, which "Space " migrates to Simplifi (since…
Please add a connection to the ScholarShare College Savings Plan offered/provided by the State of California. The "aggregator" URL is supposedly: https://www.cascholarshare529.com/
Having the option (e.g., in the Settings) to always show some of the additional fields (e.g., Tags) when splitting a transaction would save so many clicks, e.g., for users who split transactions purely for the sake of assigning different tags. Having to perform multiple clicks to reveal the Tags field for each new split…
With the latest app update I no longer am able to access "over time" reporting. I use that to keep track of my spending in certain categories by month. Is it hidden?
What is the status of getting these issues fixed? My information is no longer accurate due to these connection issues. Please give me a workaround so that I can see accurate financial information in Simplify.
On Safari on iPad, at the top of the screen is an App "Select" bar allowing the user to go straight to the Simpli mobile app. There is no way to get rid of this and it takes up screen space that could be better used. Other web apps that I use have an App "Select" bar at the top to select their mobile app, BUT, they also…
Hello everyone! Here are the issues and features we were able to tackle with the 6.15.0 Web Release, released April 15th: FIXED: Unable to delete a tag tied to a non-existent/deleted savings goal. FIXED: Transaction amounts are misaligned in Planned Spend when they exceed 4 digits. FIXED: Net Worth report total amount…
We are currently seeing an issue with Grand Bank-Tulsa OK returning an "invalid_client" error during the OAuth flow. 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…
We are currently seeing an issue with Voya Financial returning a "You have already added all your accounts at this bank" message in Quicken Simplifi. This may start as a "No eligible accounts found" message for existing accounts; however, disconnecting and reconnecting results in the "You have already added all your…
We are currently seeing an issue with Valor Bank 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 be…
We are currently seeing an issue with Raymond James & Associates returning an FDP-155 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…
We’re excited to introduce a highly requested update that gives you more control and flexibility when managing your recurring transactions! You can now add split lines directly within your Recurring Series—whether you’re setting up a new series or editing an existing one. This allows you to categorize portions of a…
Happy April Fools! No fake feature announcements here today, just a safe space to admit how we sometimes try to fool our own Spending Plans and budgets! We all have that one category we conveniently "forget" to check, or that one purchase we try to creatively categorize. Let us know what the most ridiculous mental…
We’re excited to roll out Saved Reports, a new way to customize, organize, and quickly revisit the reports you use most! This feature is now live in Early Access on both the web and mobile apps. What’s changing? The Reports section is getting a fresh new look and some powerful upgrades: New Reports Dashboard: Instead of…
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 4/8/26: Barclays - Missing Transactions
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