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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.
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Here, you can post your questions about using Quicken Simplifi!
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Go ahead and explore the new Net Worth feature and tell us what you think! We’d love to hear how it’s helping you track your financial progress and any ideas for improvements. Here is the announcement for this feature with more details: https://community.simplifimoney.com/discussion/15578/new-feature-alert-net-worth
It would be great if I could sync my Webull investment account with Simplifi. I understand that the investment category is still under development, but I do hope you consider this. Keep up the great work, love Simplifi so far!
Team I tried to add two new Citibank account but the authentication interface between Simplifi and Citi is failing.
With the recent enhancements we made to navigation on the Quicken Simplifi Web App, we want to hear from our users! Let us know what you think by commenting below. Our announcement here has more details on the changes: https://community.simplifimoney.com/discussion/16021/new-feature-alert-faster-navigation-for-the-web-app
As stated, one (and only one) of my credit card payment transfers is showing up not only in Bills but also in Other Spend. The other credit card payment transfers show up only in Bills. My credit card payment transfers (and reminders of such) always show up in the "Excluded this month" section of Spending Plan | Bills as…
I am able to connect Simplifi to my E*TRADE account. The total balance of the account is accurate, but Simplifi incorrectly shows that I own zero stocks in that account, while my actual E*TRADE account has two stocks. I already reset the connection and re-connected in Simplifi, to no avail.
I received a normal type of notification, but it alerted me to an excessively high balance on a credit card. Right next to it was posted the actual balance, which was verified when the credit card site was checked. This can be seen in the screen clip below, and support was unable to offer any explanation.…
Q. I have been running Simplifi and Classic side by side for couple of months. I have had Classic for over 2 decades. In Simplifi (web) it shows all investment transactions, with "Description/Category". If you try to update "Category" it defaults to Security/Payee. It seems if Simplifi is going to show "Category" on the…
Acorns emergency funds are not appearing in my system. Whenever I try to find more accounts, the system says that I have added all accounts. Attached Accounts Attempt to add more Accounts Acorns Accounts cut off to hide amount details
www.first.bank has updated their website and app, ever since the update Simplifi can't connect and is throwing FDP-106. Is there any timeline when or if this can get resolved.
This discussion has been merged.
Seems to have two problems with Target. The first is the missing transactions, which I know is a known issue however the workaround is impossible as it would alter the total value. The total outstanding is correct, the transactions to reconcile are not loading. If I put additional transactions, it would double count the…
Is it possible to open some sort of listing where I can keep track of my medical expenses for tax purposes and also to see when I reach the annual deductible? If so, how do I do that?
I have tried all the suggestions, none work, can quicken add synchrony living spaces to the available financial institutions. All other suggestions are obsolete and do not work, [removed - profanity/rant]
transfer from checking to petty cash is NOT included in Spending Plan BUT when petty cash is spent for something, it IS then included in the Spending Plan. Right?
We are currently seeing an issue with VyStar Credit Union 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 we will post updates as soon as we do. If you would like to be…
We’ve made an update to improve navigation and help you access key actions more quickly in the Web App! This enhancement is currently available in Early Access. The Notifications, Help Center, Settings, and Profile menu options have been moved to the top-right corner of the screen. These options will now remain visible as…
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 are currently seeing an issue with Ohio Public Employees Retirement System returning a 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 we will post updates as soon as we do. If you…
Dear Quicken Simplifi User, It’s time for my first letter of 2026, which will reach you on the eve of an exciting milestone: 10 years as a standalone company on March 31. As we near that anniversary, we have plenty to celebrate and even more to look forward to. Over the past four decades, tens of millions of people have…
Want to show someone Quicken Simplifi’s features or your progress toward financial goals without revealing private details? We’ve heard from users that this is a common need—and Privacy Mode, now available to 20% all of Early Access on the Wep and Mobile apps, makes it easy! With Privacy Mode, sensitive information like…
We’re excited to announce that Quicken Simplifi’s Net Worth feature is now available in Early Access on both the Web and Mobile apps for personal-only subscribers (not Quicken Business & Personal)! The Net Worth feature gives you a clear, consolidated view of your overall financial position, helping you track changes over…
We are currently seeing an issue with Bank of America returning a "Something went wrong" error in Quicken Simplifi. Users may encounter an error message: "Something went wrong. We're unable to authenticate you. Go to the bank fo America site or app you typically use to manage your third-party consents for assistance." This…
We are currently seeing an issue with PennyMac Home Loan Solutions 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…
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…
[ONGOING] 3/4/26: The Golden 1 Credit Union returns an FDP-105 error
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