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Hi, I am trying to set this up and get it working best for me. What is the best way to set up a slush fund (I mean, a pile of cash set aside for something like a vet bill or a car repair, which I may or may not ever actually need to spend)? What about a yearly bill? Should I use a category in Planned Spend that I add to…
is there a setting that controls which invoice number QB&P will assign next?
Perhaps a foolish question about how to use the community posting facility properly.
Looking to see when this connection will be fixed. It has been down two days.
I have cancelled my subscription and had my data deleted, but I am still getting the notification emails.
Please consider training your support staff so they can properly assist users when they have issues. I have not been provided any real solutions to the problems I have encountered and is still unresolved.
I'm hoping I post this in right place, but yeah... There should be a way to put a note in an account, as there is in the Quicken software, that you can easily access when clicking that account...up at the top near the account name. Doesn't have to be a huge text field, and perhaps it's a drop-down that must be clicked. An…
This discussion was created from comments split from: Bank of America migration issue - nothing updates after authorizing (edited).
I have noticed that the flag colors used between the website and mobile apps are inconsistent. The exact red, orange, yellow, etc. used on the website are not displayed the same in the apps (see attached screenshots of a few flags). The app colors are much more vibrant and some are different hues altogether. Proposal: Use…
I have noticed the flag colors between web and mobile are inconsistent in a few ways. The exact red, orange, yellow, etc. used on the web is not displayed the same in the iOS app (see attached screenshots). The iOS colors are much more vibrant and some are different hues altogether. Secondly, and more importantly, blues…
How do I request a full dataset deletion in my simplifi account? I am returning to simplifi after a few years away and I want to start from scratch.
More important, why can't I download the details of split transactions anymore? I've been using Simplifi for >2 years and my typical flow is (1) organize all transactions in simplifi, then (2) download transaction into my spreadsheet that allows me to track everything that I care about. I've been doing this every month…
I have some land that I track the value of manually. I updated the opening balance and now it shows the value as negative despite the fact that the entry is positive.
I recieved a spending update notification that I've spent $900 more than this time last month. This does not square with a quick look at a month to date spending comparison. Where is this number coming from? A few categories are up but many are down. Its certainly not obvious from Spending Plan bills or Planned spending or…
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 Mobile Release, released March 10th: 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 attention" notification…
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…
We are currently seeing an issue with Schools First FCU returning an FDP-106 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…
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…
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…
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…
NEW 3/5/26: Pending transactions are delayed in impacting the balance for connected accounts
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