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PROBLEM: Any time you are viewing transactions using "Bank Balance", all of your cash flow projections disregard any pending transactions. However, the whole point of selecting "Bank Balance" is that the reported balance does not include pending transactions — and so, it would seem appropriate to credit/debit any pending…
Is Simplifi using OAUTH for all account connections, or does it depend on the financial institution. Old threads suggest the financial institution needs to support read only OAUTH for secure connections, but in the past, some financial institutions didn't support that (eg, Vanguard), so I think then Simplifi would instead…
I'd like to see an easy way to assign a specific transaction to be 'taken from' a savings goal. For instance Christmas. I saved over time $600 in my Christmas savings goal. At Christmas time I go shopping for Christmas gifts which generates a transaction from the store that I shopped at, for $100. I'd like to be able to…
Idea: Add the ability to close out a fully completed Savings Goal and then be able to either archive and hide or delete it outright. "Fully completed" means that the goal has been fully funded and all funds have been spent. I am now in my 9th month using Simplifi and I'm already noticing a build up of completed Saving…
For about three years I've used Quicken Classic Premier on a Mac to manage a family elder's affairs and Simplifi on my phone and in a browser app to manage my own. Unfortunately, they use the same email to log in, so I must have set them up as part of the same account, though their annual payments occur at different times.…
From the Upcoming section of the transactions screen, add the option to "post" or create a new transaction based on the reminder. Additionally, when editing the series there should be an option to "post" the transaction automatically for series that are automatically paid, but might not show in the account for a few days.
Probably won't sign up unless it's integrated it used to be called guideline - it manages 401k plans Thanks!
The FirstBank of Colorado connection has now been down for at least 24 days. The bank tells me I need to check with Quicken but I'm starting to give up hope that this is going to get resolved. I count on this connection for both business and personal accounts and if it's not ever going to be fixed, I need to start taking…
We are currently seeing an issue with Multiple financial institutions returning an FDP-4000 error in Quicken Simplifi. At this time, the list of affected FIs includes: Vio Bank Zing Credit Union Everbank Consumer CEFCU This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to…
Due to a personal decision to work as a sole proprietorship, I have upgraded to Business and Personal. In order to understanding more and then how to use this program to its best, there are any white papers, instructional videos, etc. that can help.
This discussion has been merged.
I’m having an issue where certain transactions that remain pending for more than a day are being re-downloaded, which then requires me to manually clear them out before the transaction actually clears. If I just let them clear, most of the time they process correctly. However, when I’m trying to maintain an accurate…
In Simplifi mobile on iPhone, go to Investments>Balances>Transactions. Select a transaction, make a change, and then tap Update. Nothing happens.
As soon as I open Simplifi I get prompted for Wings FCU account MFA. After I MFA it syncs/updates successfully until the next refresh interval. This happens irrespective of choosing Text Message or Email methods. I've already tried a "Reset" on my account with no change.
Using the current version of the iOS app, in the investments section. I have several manually-added holdings (held in accounts I’ve not been able to sync with Simplifi). All of those holding have partial shares, but the only issue is when I have less than 1/10th of a share ima given holding. One might say that is a…
This is the time of year where holiday music, movies, tv shows, etc. are almost inescapable. My favorite holiday movie is one that most people wouldn't consider a holiday movie: The Addams Family. I'd love to hear what movies you enjoy this time of year!
We are currently seeing an issue with Summit CU returning an FDP-102 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 PB&T Bank returning an FDP-181 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’re excited to share that the Quicken Simplifi Web App now includes a customizable Dashboard, and we've improved the customization offered on the Mobile App, too! This feature is currently available to 20% all of Early Access users and will continue rolling out to more users over the coming weeks. What’s New on the Web…
We are currently seeing an issue with Multiple financial institutions returning a CP_Server_Error error in Quicken Simplifi. At this time, the list of affected FIs includes: Bank of Hawaii TreasuryDirect Space Coast Credit Union Associated Bank Security Service FCU Mercedes-Benz Financial We also have Alerts for CIT Bank,…
We are currently seeing an issue with Ameris Bank - GA returning a CP_Server_Error 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 FirstBank of Colorado and FirstBank of Colorado - ICM returning a CP_Server_Error 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…
We have been made aware of an online banking issue with CIT Bank, producing a CP_Server_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…
With Early Access enabled, Web App users will see a new “Beta” toggle in the Reports section. Turning this on unlocks more robust versions of the following Reports: Spending Income Savings Net Worth What's New These Reports now follow the same layout as the current Income & Expense and Taxes Reports (and Profit & Loss for…
NEW 12/1/25: Multiple FIs - CP_Server_Error
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