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[removed] - is there any way to turn off Simplifi's automated linking of transfers across accounts? Very often, Simplifi gets it wrong (e.g, a $105 debit in a banking account is linked as a "transfer" to a $105 sell trade in an investment account, even though it's pure coincidence that the amounts are the same). Worse, it…
This discussion was created from comments split from: Editing the date on one side of a linked transaction is affecting the other side.
Hello, I'm trying to add an account with aimloan. When the connection window opens, I get an error message that says "Your financial institution isn't currently supported to establish a connection to your accounts. (1415)".
We have a tractor supply card but cannot link it. I would like to request it be added.
The Vancity URL has changed as they have recently launched a new app / website. Can this be changed in the back-end by Simplifi? I have lost my connection and my accounts are no longer updating.
My connected mortgage account kept saying my mortgage was $5,000 even though it's about $500,000. I instead created a manual account with an opening balance starting in August 2025. Then I simply added my mortgage principal payments on specific dates. See below. However, my net worth is not reflecting any of this. It only…
Has anyone been able to share their one (1) space to with two (2) people? This is what I see when I log into Settings > Spaces & Sharing on a desktop, but the " +Invite " button is deactivated; though still visible. My situation: I’m temporarily managing finances for someone who manages the finances for someone else. All…
Simplot Employees Credit Union was merged into the Simplot Credit Union two years ago
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…
Users need the ability to view, download, print a report with selected categories (whether one or all) and all transactions associated with such category. For example, the P&L listing the each category item and then every transaction under that category - like "Office Supplies", then list each transaction that is…
It's great to see that the Business side of Simplifi got more functions of the Clients & Projects, which are great for freelancers. However, Simplifi lacks depth for real estate investors. The Clients & Projects do not align with rental business too well. The project for us is often a "remodel" project that we gradually…
I use a custom amount for my projected spending in the spending plan month to month. I recently changed it to make it a little higher going forward, but it keeps changing itself back to what it was before. Is there some other way I'm supposed to change this besides just clicking "change" and "set amount"? Cause currently…
This discussion has been merged.
This discussion was created from comments split from: manual accounts still showing zero balance.
This discussion was created from comments split from: Unable to add Synchrony Store Cards to Simplifi.
After some initial bumps, the Bill Connect feature for credit cards is mostly working well - with the exception of my American Express credit card. For all my other credit cards (Chase, Citi, Capital One, even Gap/Barclays) the reminders for the upcoming payment adjust to the latest statement amount shortly after the…
We are currently seeing an issue with Forum Credit Union - Bus returning an FDP-2102 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…
We are currently seeing an issue with US Bank Brokerage accounts not downloading transactions in Quicken Simplifi. Per US Bank, if customers have any questions or concerns about this outage, they should contact US Bank. This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to…
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 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 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…
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,…
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…
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NEW 2/20/26: HealthEquity returns an FDP-108 error
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