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With the recent release of a Quicken Simplifi Mobile App optimized for iPad and Android tablets, we want to hear what you think! Whether it's to tell us how this enhances your experience with using Quicken Simplifi, or to report an issue, we want to hear from you. Please also see our announcement here:
Scan past txns at monthly, quarterly, bi yearly, and yearly cadences for any reoccurring subscription charges so I dont have to enter manually
I'm trying (once again) to add an account for Midland National, but getting the FDP-163 error below. I have confirmed the username and password, and can successfully log in to the bank outside of Simplifi. I do have MFA enabled on the website; but when I try to add the account in Simplifi, I do NOT get the MFA prompt, I…
Please add the ability to create expenses based on a chosen tag, not just by category. Here's an example of why this is a good idea: I am currently planning a wedding, which involves both saving and spending. My fiance and I decided that we would allot $300/month to spend on wedding stuff. I want to be able to create an…
I created a rule that should apply to past transactions, but it does not. Need help.
What is the status of the connection issues with John Hancock retirement/401k accounts?
I accidently imported transactions with the wrong year, they were 2025 instead of 2024. So it imported transactions for future dates. I can't figure out how to delete them. I see them in the Projected Cash Flow timeline. Some of them got linked to future recurrent payments, and I could delete those. The larger ones caused…
I sent something back to Amazon and created my first Refund reminder indicating I expect a refund to my credit card 2 days from now. A transaction for that Reminder already shows up as a positive number in the Spending Plan under "Other spending," even though Amazon has not issued a refund and there is no such transaction…
Does Simplifi connects daily? Once a week? How does that work?
This discussion has been merged.
It would be beneficial for me if the invoices included an ability to define our "terms and conditions" or even a check box that the customer would have to check in order to successfully pay. The Checkbox could denote acknowledgement of our terms and conditions that we could link to our "terms" page on our site. Having such…
how can I grant my wife access to my account??
First time post. Migrating here from NerdWallet, and Mint previously. Still on my 30 day free trial, but liking what I’m seeing and plan on staying. There are a few things that I liked in NW that I’m wondering if possible to configure or recreate in Simplifi. On the homepage of NW it shows you the current income vs…
What's up with this? It seems that if such a visually glaring bug is going to take potentially year(s) to fix, then maybe the reminders banner should be removed in the meantime.
hello! I have been having a continuous problem with TD Bank, specifically not being able to download transactions when updating. Two tech agents have indicated there is an ongoing issue with TD bank on this…is there any update on this? Thanks it is frustrating
This year appears to be zooming by, we are already in February! I feel as you get older, time definitely goes by quicker. When I was a kid, I used to dream about what I would be doing as an adult. My dream job was to be a paleontologist and discover cool dinosaur bones! That changed of course when I was an adult. We would…
We are aware of an issue with the Survey Monkey link in the Reports section of the Quicken Simplifi web application where users are taken to the Survey Monkey link and try to fill out the survey and submit it, yet they are taken back to the third question of the survey, and a message appears saying, "This question requires…
We are currently seeing an issue with Chartway Federal Credit Union 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…
We are currently seeing an issue with Discover Bank, Discover Card, and Discover Card Account Center receiving an FDP-103 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 users being unable to add their addresses using Zillow integration 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. In the…
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