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As promised, from the posts here and here - I made separate posts for the other "elements" of the main issue. The full sequence of button clicks is captured in the here so I won't re-type all that in this post. The issue is that the "You got paid" → "Apply Payment" → Select payment to apply ALWAYS results in a "No Open…
Spent another morning (3 hours) dealing with the same issue as described here so I took screenshots this time and will try to stay focused on the primary source of my frustration. As described previously, when I apply a payment to an invoice, IF the payment amount being applied is equivalent to any previously applied…
I just moved from Classic to Business/Personal web based. So many positives but surprised and disappointed that reconciliation of accounts to my bank statements is not available. The first thing my CPA asks when supporting me is I want your bank reconciliation reports! Please add that feature that was so useful in the…
There are some investments that are in my Baird portfolio that are not pulled into Simplifi. When I pull up my account on the Baird website and look at my portfolio I will see a paged list of investments. It seems like all the ones missing from Simplifi are not on page 1.
Hello everyone! Here are the issues and features we were able to tackle with the 6.7.0 and 6.7.1 Web Releases, released February 18th & 19th: FIXED: Sign-in widget in Safari enters an endless spinner loop when the user's session times out. FIXED: Various fixes for Net Worth (Early Access). FIXED: Various fixes for Privacy…
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…
I use the Reminders all the time but I almost never use the Projected Cash Flow graph. I would like to be able to collapse the cash flow graph but still have the Reminders visible.
As promised, from the posts here and - I made separate posts for the other "elements" of the main issue. Again, the full sequence is described here. The main issue in this post is that unchecking the "Invoice payment" box at any time immediately removes the Split's Category selection and results in "Uncategorized." It…
As of 2022 saw message that Stockpile was added. I tried to link my Stockpile account at different times over the last few weeks and get this message: Failed to connect Your financial institution isn't currently supported to establish a connection to your accounts. (1415)
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.
When I deposit multiple checks in my account, and I need to split the total amount of the checks up and apply to separate invoices, the "split" function on Quicken [Simplifi] should do that. However, when I attempt to split the amount, it keeps adding, instead of subtracting the amount of "left to split" thus making it…
Hi, I received the notification that the Freedom Mortgage connection was fixed and was no longer showing a positive balance. I reset my account and it was showing a $0 balance instead. I then deleted and re-added the account and it is still showing a $0 balance.
If I dismiss a future reminder because I know i'm not going to need that particular reminder (for example, if i have weekly doctor appointments and the doctor cancels that week (or i do) due to travel or other reasons), I should be able to dismiss just that one individual reminder without dismissing all prior reminders.…
This discussion was created from comments split from: HSA Bank - Known Issue Prioritization (edited).
How can I get my discover credit card to connect to Quicken Simplifi? It was connected, stopped working, and then every time I've entered login information I get the below response. "Your account connection no longer works, but we have a new & improved way to connect to your financial institution Care Code: FDP-390" Tried…
We are currently seeing an issue with HealthEquity returning an FDP-108 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 ATB Financial returning an FDP-101 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 Bilt Rewards where transactions aren't downloading in Quicken Simplifi, as well as a $0 balance being displayed for the account in Quicken Simplifi, and an INSTITUTION NOT RESPONDING error being returned at times. This is a known issue that we are working to resolve as quickly as…
We are currently seeing an issue with FirstBank of Colorado returning an FDP-7500 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’re excited to introduce a new Products & Services section—now available in Early Access on the Quicken Business & Personal Web App! This new feature brings all of your Invoice, Estimate, and Sales Receipt items into one centralized, easy-to-manage location—making it easier to organize, edit, and create items for your…
Sales Receipts are a great way to provide clients with proof of payment—perfect for on-the-spot payments, situations where a formal invoice isn’t needed, when a client wants confirmation that an invoice has been paid, or even to document completed work for your own records. The Sales Receipts feature is now live in Early…
We’re excited to announce that Quicken Assist Chat is now available for 60% of Early Access Basic subscribers on both the Web and Mobile apps! Quicken Assist Chat is an in-product AI chat experience designed to help you understand your finances, explore insights, and complete tasks more efficiently—all by asking questions…
We’re excited to introduce a refreshed transaction list experience, currently available to 20% all of Early Access users on the Quicken Simplifi Web App! While the updated design keeps the familiar look you know, it brings powerful new enhancements to make managing your finances even easier. What’s New Customizable…
In the spirit of Valentine’s Day, let’s show a little love to ourselves. 💙 What’s one money habit you love about yourself? I’ll go first! One money habit I love about myself is saving. When I have extra money, I tend to think of it as something to tuck away rather than spend. I don’t always have a specific goal in mind,…
NEW 2/20/26: HealthEquity returns an FDP-108 error
Congrats to our most Active Monthly Users!
