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Hello all, What defines a transaction to be excluded from reports and spending plan transactions? I do not understand how that gets decided. Thanks, Steve
From Simplifi FAQ: “Quicken Simplifi treats cash accounts with brokerage-like behaviors as investment accounts, excluding their transactions from Spending Plans and certain tracking features by design, as they are intended for investments, not daily spending.” That final statement, “…as they are intended for investments,…
Suggested Change: When the end-of-month situation is like this: Make releasing the funds cause it to look like this: Instead of the way it looks now, which is like this: Why do this? I want to be able to see how my Planned Spending compared to my original targeted amounts in prior months, even if I release the funds. The…
This is really needed for Cash Management accounts from Fidelity and other Investment Firms that act like checking accounts. Generally they come with debit cards, bill pay and checking features. The cash in the accounts is generally tied to interest from Sweep Bank accounts or to a single cash fund such as a Government…
Simplifi promises management of investments and daily finance transactions. Virtually every brokerage today offers investment accounts with checking, debit cards, billpay and more. And yet Simolifi insists on treating “investment accounts” as if they only include investments, thereby excluding payment/deposit transactions…
I can't sync Quicken Simplify with eTrade. I get the following messages: "Please enter six-digit code from VIP Access mobile app or hardware token". What is this ? AND: We are unable to update E*Trade Bank at this time. Please try again later. If you continue to experience issues, please contact Simplifii support. Care…
Hello - I've been using Simplifi for a month and here is my initial feedback. I have 2 checking accounts, 3 credit cards, mortgage, 1 investment account and several retirement accounts. I think, quite common setup. The biggest thing I wanted to have was to see all accounts in one place. I was able to do that, with most…
This request is to change the order of the items in the "Planning" section of the new navigation menu to: Spending Plan Bills & Payments Savings Goals I do like the new look of the Web app Navigation Menu with the release of v. 4.33.0/4.33.1. Now for a bit of nitpickiness… This is the navigation menu from the mobile app.…
Just when you think that all has settled down with your bank connections and synching with Simplifi, another link goes away. After working just fine, all of my TIAA accounts have suddenly stopped synching. I receive a message saying that TIAA is reporting connection issues and that Simplifi is investigating the issue. I…
I keep getting this error. We are unable to connect to Fidelity Inv & Retirement at this time. Please try again later. Care Code: FDP-105
Hello! For the last two days, I have not been able to get the Savings Goals tab to load in Google Chrome. As a result, my Spending Plan is also telling me I have more money available than I do because it's no longer accounting for my savings goals allocations. The mobile app is working just fine - as is Safari. So far, I…
iPadOS26.3 beta installed on my iPad today, and when I open Simplifi, Simplifi will shut down after a couple of seconds. I've restarted the iPad, deleted and reinstalled the app, signed in again but the problem persists. My iPhone also updated, but this does not occur with it. Any ideas or suggestions are appreciated.
Hello everyone! Here are the issues and features we were able to tackle with the 5.34.0 Mobile Release, released July 3rd: FIXED: Inconsistent signage displayed in the Spending Plan for $0 Savings Goals. FIXED: Watchlist 'Month total' and 'Average' values do not update when an associated reminder is linked to a…
Is there any status update regarding the Midfirst Bank FDP-107 ongoing issues where MidFirst Bank customers are unable to connect or sync their bank account to Quicken Simplifi? While I understand that I can track these accounts manually, I specifically purchased an annual Simplifi subscription to enable automatic…
Newbie here. Each month, I log into my credit union and transfer my mortgage payment from my checking account. From what I have read, this type of payment should be set up as a recurring bill. Is that correct?
Hello all, I have now had time to play with Simplifi and want to get to work using it for real. With that said I only want to bring in records from July 1 onward. Is there a way to do that or do I just import the records and then delete what I do not want? Thanks, Steve
With the 4th of July right around the corner, we have some fun trivia for everyone! No googling, please! If you don't know the answer, give it your best guess or leave it for someone who might know so we can all join in on the fun. Official answers will be posted after the holiday! The Fourth of July commemorates which…
Introducing the Bill Connect for Credit Cards Feature By Coach Jon We're thrilled to share a powerful new feature designed to bring you more peace of mind: Bill Connect for Credit Cards! This automatically updates your credit card payment reminders on both the Quicken Simplifi Web and Mobile Apps! We know how vital it is…
We are currently seeing an issue where customers attempting to update or connect accounts from Zions Bank to Quicken Simplifi are not receiving all their transactions. 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 are currently seeing an issue with Human Interest returning an FDP-103 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 where some accounts aren't being discovered for AIG Retirement - My Streetscape in Quicken Simplifi. This may start as an error, and upon resetting the connection, the accounts will no longer be discovered. This is a known issue that we are working to resolve as quickly as possible. We…
We are currently seeing an issue where users connected to Truist Bank in Quicken Simplifi are no longer able to connect. This is due to a bank option (BID) change. To resolve this, please follow these steps: Make all of your Truist Bank accounts manual by following the steps here. Once you see the account(s) listed in the…
We are currently seeing an issue with Mercedes-Benz Financial 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…
I'm sure you've all seen him around! Please welcome @DryHeat as our newest Superuser! Our Superusers are here to help answer questions, provide guidance on using Quicken Simplifi, and get you pointed in the right direction. Thank you to all of our wonderful Members and Superusers for keeping the Quicken Simplifi Community…
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] 6/18/25: TIAA returning FDP-102 and FDP-106 errors
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