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This has been raised before, but the threads keep being closed… I have provided the information to support regarding this issue, but it does not seem to get esacalated. The main issue is that if you have an account with HSA Bank and then decided to invest your funds, it is invested in a subsidiary called HSA Invest. While…
I am creating an idea post at the suggestion of Coach Natalie (here’s a link to that discussion: https://community.simplifimoney.com/discussion/comment/12537#Comment_12537 ) I’d love to be able to snap a photo to scan receipts and automatically create transactions for review while on the go. For example, QuickBooks can…
First, I am new to Quicken Simplifi and feeling very dissatisifed with the customer service response so far. I submitted a ticket a week ago re: duplicate transactions in May and June that were imported from my bank feeds and now appearing in my transactions list. I saw another post with a similar issue in June 2026 and a…
I really like the clear visual of the spending bubbles in the "Other Spend" area of the Spending Plan. I think it would be fantastic to have that same visual inside each "Planned Spend" with sub-categories. My example is Cars + Trucks. I like to set a target amount for the broad category to quickly see if we are on budget.…
I've noticed since Simplifi resolved connection issues with the new NCSECU web site there is now a difference in the balance shown for my Checking account (maybe true for other accounts but Checking is obvious since it has many pending transactions). For example my Checking in SECU website shows a balance of $1700 with a…
Haven't been able to connect to my Thrift Savings Plan account for something like 9 days. Tried disconnecting and now it won't reconnect at all. Very frustrating. Need someone to address ASAP. Additionally, the AI assistant is not helpful. Just say you can't speak to anyone after 5pm PST and be done with it.
I have two 529k accounts set up on this Georgia plan for my grandchildren. I added these to my Simplifi account several years ago and until recently have had no problem connecting and downloading data from them. Starting last week I started getting 102 errors. I tried resetting the connection and when that did not work I…
We are currently seeing an issue with Advancial FCU returning an FDP-105 error in Quicken Simplifi. This is due to scheduled maintenance on the bank's end. 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 be automatically notified of…
https://www.loanadministration.com/cenlarfsb/#/login This is an option to add add account but the following error keeps popping up. "We are unable to connect to Cenlar FSB at this time. Care Code: FDP-155 "
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…
I encountered a weird issue a couple of months ago. Spent some time fixing it with a chat agent and it was determined to be a fluke. Agent said to be in touch if it happens again. Well, it happened again. I opened the chat and was told the following: Since your issue isn't covered in the Community forum, I'm happy to help…
This discussion was created from comments split from: Ability to import a list of categories (edited).
I have already spent a week adding categories and still have another 183 categories to add. This product is extremely frustrating as it could all be solved by enabling a simple import. Please allow us to import and make corrections to all categories.
When editing a transaction and changing its category or making other key change, Simplify should ask whether I want to create a rule.
Hello. On March 28 and earlier, the way Simplifi handled long date ranges in bar-graph reports used to be somewhat acceptable. If you zoomed out, you could see around 3 years of bars without month-label overlaps. Sometime between March 28 and April 23, there was a big improvement. On April 23, Simplifi showed whatever…
This would be very helpful in analyzing the income or bills for the current month.
PNC Bank is acquiring FirstBank of Denver, CO. As part of this transition, customer accounts will be migrated to PNC, and existing FirstBank connections in Quicken Simplifi will no longer work. Key Dates June 18, 2026 FirstBank of Denver, CO connections will be disconnected. Transaction downloads from FirstBank will stop.…
We are currently seeing an issue where Venmo is returning inverse (reversed) balances 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 be…
We are currently seeing an issue with Frost Bank 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 we will post updates as soon as we do. If you would like to be…
We are currently seeing an issue with California Coast Credit Union returning FDP-103 and FDP-106 errors 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 6.23.0 Web Release, released June 10th: FIXED: The Spending and Income Summary reports default the date interval to "month" instead of "day" for shorter date ranges. FIXED: Graph does not render correctly for asset accounts when changing the…
Imagine you could go back in time and give your younger self one piece of financial advice. What would it be? Whether it was something you learned the easy way or the hard way, your experience could help someone else on their financial journey. Share your advice below! 👇
Hello Community! We’re exploring a new aggregated summary for credit card details in Quicken Simplifi. This would allow you to view all your credit cards in one place, helping you more easily understand balances and decide when and what to pay off. We’d love your feedback! If this is something you’re passionate about or…
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[ONGOING] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
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