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My Savings Goals looked normal yesterday, but today they have gone insane. The contributions and the amounts saved so far are inflated, and previously completed goals have reappeared and are claiming contributions. A goal that was completed in December has reappeared and says I made a contribution in January matching the…
I tried all the usual and suggested troubleshooting steps from the ai bot in chat and still can't get it to sync. Tried those steps last night and today, was no help. Searched community and didn't see any current posts with this error code.
On cash flow charts, there is a marker for today's balance (jan. 22). There was a time that numbers to the left of that line showed 'recent' (last few days?) past balances plotted on the chart, but that's not happening anymore. The numbers are wrong to the left of the line — if this is desired behavior, why bother showing…
Looking to see when this connection will be fixed. It has been down two days.
This morning I woke up to my spending plan being abnormally over by thousands of dollars. Life is rough, but luckily it currently isn't that rough. In reviewing what happened I first noticed that my Savings Goals doubled overnight. I did not contribute anything, it is a phantom transaction with funds that are not there.…
This may be an issue that has nothing to do with Quicken Simplifi, but I wanted to see if anyone else has had this issue with the Stripe integration. A client tried to initiate a bank transfer using the Stripe integration which was on the invoice sent through Quicken Simplifi. Upon completing the transfer, they reached out…
Hi coaches, I was forced to use manual accounts to track my treasury direct accounts, because the link to financial institution does not work anymore. Now all my manual accounts when I woke up today had incorrect balances. I tried everything to fix looking at when other people had similar issues but it did not help. I…
We’re excited to introduce a refreshed account register 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…
My bank, First National Bank of Omaha (FNBO), is lagging behind for when the transactions show up in Simplifi. It didn't used to have a lag like this but over the past few months, the lag is at least 2 business days, sometimes 3. I also have FNBO Direct and it updates timely as does my Wells Fargo account. Every day I…
This discussion has been merged.
Am I reading that this program doesn't allow me to print a monthly report for my session members ? I need to print something showing expenses and income? Can it be done on a spreadsheet if not program?
Hi. Is there an easy place to find and tutorial/guide for setting up Quicken? I want to primarily use it for my small business finances/tax tracking and P&L, but I realize it would be good to also use it for my personal finances and tracking of home office and other expenses I can claim. I am just nervous about connecting…
where is the existing feature request for this functionality? When I search I am finding several that say "merged" but I can't find one that I can actually vote on. I want my recurring transactions in manual accounts to be automatically entered in the register on the transaction date. Having to enter them manually every…
We are receiving reports of customers seeing their balance duplicated in their manual accounts, and may also see asset and mortgage accounts showing a $0 balance or an incorrect balance. This includes accounts connected via Zillow and Kelley Blue Book. This is a known issue and has been escalated to our teams for…
Once again, I am unable to connect to EQ Bank (Canada). This has been ongoing for six days now. I have attempted to 're-connect' the accounts several times with no success. I do not even receive an authentication code. I do not see it listed as a known online banking issue. Please advise. Thanks.
[removed] I recently noticed that in Simplifi my Principal 401K balance is always 2 days behind the actual balance value. For example, on Wednesday I would expect the balance to reflect the end-of-day balance on Tuesday. But instead it shows Monday's end-of-day balance. This is the case for each day of the week, including…
We are aware of an issue where Chase is displaying the error message, "No investment accounts. None of your accounts are investment accounts. Please connect using a different bank," when attempting to connect a Credit Card account via Plaid in Quicken Simplifi. This is a known issue that we are working to resolve as…
We are seeing an issue where users are unable to receive multi-factor authentication codes via email with Microsoft Outlook due to a known issue with Microsoft. Users may switch to the phone option when selecting how to receive their code, or wait until the Microsoft issue is resolved. This is a known issue that we are…
Franklin Templeton will be launching a new OAuth API connection later today. This connection will appear as a new presence in Quicken Simplifi. Existing accounts with Franklin Templeton in Quicken Simplifi will not be migrated to the new OAuth connection automatically. To change to the new presence with any existing…
Happy New Year! As we kick off a fresh year of financial well-being, let’s set the tone. Instead of a long list of resolutions, if you had to pick one single word to describe your financial focus for 2026, what would it be? Stability? Travel? Automation? Drop your word in the comments below! 👇 -Coach Jon
We are currently seeing an issue with GM Financial Auto Loan 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…
We are currently seeing an issue with Freedom Mortgage returning an inverted loan balance in Quicken Simplifi when utilizing the Finicity connection. 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…
We are currently seeing an issue with MyStreetScape - Investments returning a $0 balance 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…
Hello everyone! Here are the issues and features we were able to tackle with the 4.90.0 Web Release, released January 14th: FIXED: Months with < 31 days are skipped in the Preview when the user selects 'Every X months' > 'Last' in a Recurring Series. FIXED: User is unable to access reports. FIXED: Refund notifications…
Hello everyone! Here are the issues and features we were able to tackle with the 5.47.0 Mobile Release, released January 14th: FIXED: Error when signing in from the Terms of Use screen. FIXED: In-app notification banners are not clickable. FIXED: The 'No FI found' illustration is misaligned and overlaps the search field…
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 App, makes it easy! With Privacy Mode, sensitive information like account…
NEW 1/22/26 Duplicated Balance in Manual Accounts for Quicken Simplifi
Congrats to our most Active Monthly Users!
