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Simplifi is confusing me when it comes to credit cards and checking accounts. I have a Bill set up, but nothing shows in my Reminders or in the Cash Flow. I realize it is a transfer, but I would like a notice that, "hey, your credit card payment will hit on the 27th". It makes me want to remove the credit card account from…
Summary:The Coinbase API integration is naively matching Cryptocurrency symbols to Stock/ETF tickers without checking the asset class. This results in "Ticker Collisions" that destroy portfolio accuracy, creating phantom wealth in some places and massively devaluing assets in others. Steps to Reproduce: Link a valid…
The "Ask": Please add a toggle or a new chart view in the Investments/Balances tab that displays a Stacked Area Chart separating Cost Basis from Market Gains/Profits. The Problem:Currently, the "Balances" chart only shows the total account value line. This is misleading for performance tracking because it treats deposits…
Simplifi has stopped showing all transactions to my Fidelity HSA after October 3, 2025. Any suggestions? Also, though it took me some time to figure out what it was doing, Simplifi seems to consolidate multiple transactions from a given payee on a particular day into a single transaction in the Simplifi ledger. Is this…
This discussion was created from comments split from: Customize Dashboard: Share your feedback here!.
This discussion has been merged.
As a Simplifi user I want to track the value of the gold that I own by adding an asset of type "Gold" and indicating how many ounces I own. Simplifi will have integration with a 3rd party service that provides the updated spot price of gold. So that when I login and my accounts refresh, Simplifi will multiply the number of…
Small Steps to Strengthen Your Financial Foundation for 2026 By Coach Jon Quicken Simplifi is designed to be flexible, allowing you to pivot when your circumstances change. By leveraging three key features: Watchlists, Savings Goals, and Recurring Series, you can build a financial plan that isn't just about tracking the…
Hi, I have some accounts that report a balance with pending transactions already debited; and, other accounts that report a balance preceding pending transactions. It -appears- in both Simplifi documentation and in the user interface that you can tell Simplifi to interpret balances for individual accounts as with-pending…
Hi Coaches, I have been connected to my TreasuryDirect accounts for over a year with no issues. They are configured to update on a monthly basis. This month when one of them tried to update, it was not able to. I keep following the process, entering the OTP and still get FDP-101. I tried to reset the connection - same…
Trying to reconnect Empower (yes, at 6AM EST) and getting this error. Anyone else seeing this? Is this related to their migration? This is for a regular Empower 401k.
This discussion was created from comments split from: Elevations Credit Union sync outage - to.100 error (edited).
Currently, when creating an invoice, you cannot have $0.00 as a line-item amount. This is problematic, not every line item on an invoice has a dollar amount (not in a service business like mine anyway). This means that anytime I make an invoice that has some line items that are technically 0.00, I have to change that to…
What’s the status with this issue. I can not trust the balance that it shows me which is making me overdraft.
We’re currently seeing an issue with TD Bank in Quicken Simplifi where users with multiple logins (such as their own and a spouse’s) experience one login disconnecting as soon as the other is connected. Users are also seeing that both sets of login credentials are being grouped under a single Financial Institution in…
We are currently seeing an issue with Mr. Cooper (formerly Nationstar Mortgage) 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 we will post updates as soon as we do. If…
Hello everyone! Here are the issues and features we were able to tackle with the 4.87.0, 4.87.1, and 4.87.2 Web Releases, released December 9th, 10th & 12th: FIXED: Blank screen when signing in. FIXED: Duplicate transaction created when linking a refund reminder to a transaction. FIXED: The Bulk Edit flow is delayed in…
We are currently seeing an issue with Synchrony Bank and Synchrony Store-Branded Cards 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…
We are currently seeing an issue with New York State Deferred Compensation 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…
This is the time of year where holiday music, movies, tv shows, etc. are almost inescapable. My favorite holiday movie is one that most people wouldn't consider a holiday movie: The Addams Family. I'd love to hear what movies you enjoy this time of year!
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…
Tips and Tricks * Use the reactions. These let you share how you feel about other’s comments. The most liked content shows up on the Best Of page. * Mention others. Put an @ symbol before the username to mention someone. They’ll get notified when you do. * Update your notification preferences. You’ll receive a notification…
NEW 12/1/25: Multiple FIs - CP_Server_Error
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