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[UPDATED] 1/30/26: Duplicated or $0 Balance in Manual or Asset Accounts, and Savings Goals
This discussion was created from comments split from: Incorrect Balances and Savings Goals for all Manually Tracked Accounts and Assets (edited).
Two months ago I met with one of the engineering managers to discuss the problems with Vanguard connections. I gave you kudos in the community here for being proactive, but you've been radio silent ever since, and even closed the community discussion. Please update. We've all been patient, but this needs to be fixed, and…
Currently you only have a column showing the account associated with the expense in the "Other Spend" Tab(?), Hub(?), not sure what to call them. Would like to see the associated Account in the other two of these with the income or expense entry: "Income" and "Bills".
I’ve manually added a bank that isn’t yet supported (HMBradley) but I haven’t found a way to update the balance to keep it in sync with my actual balance. Is there a way to do this? I would also like to be able to update the balances/value for manually added items like property or unsupported loans.
If I go to update my rules (which I often do as the rules will fail much of the time when manually importing csv files so I need to run each one manually), you get inline errors because the new rule options "Add Tag", "Account", "Add Note" are selected by default. Action: select existing rule, click "continue to review"…
I’m attempting to connect my Stash account for ongoing, permanent use and consistently receive Error 102, which prevents successful connection. I’ve already tried all recommended troubleshooting steps: Multiple browsers Incognito/private tabs Different connection attempts and times Notably, Stash does send the verification…
When connecting Verizon Wireless, I enter all my information correctly, but it is saying Activation is rejected by Biller. Is there any support to why this is happening? I have Verizon Fios, and able to get that biller to connect just fine. Thank you
I recently upgraded my Simplifi subscription to Quicken Personal & Business to incorporate the accounting and invoicing for a Schedule C LLC. Perhaps I assumed incorrectly, but I was surprised to discover that a Personal & Business subscription unlocks additional features within Simplifi rather than using an entirely…
It would be nice if I could download all the Account info for my various banks, investment firms credit card companies, etc. as Simplifi is the only place all that info is stored in one place. I want to share it with my brother-in-law who is my accountant and estate attorney in case something happens to me, the house burns…
All of my asset accounts show a value of $0
I would very much appreciate if I could specify a date range for a recurring bill similar to how I can specify a cost range. I have bill payments that often differ by 2 - 4 days each month (jan 28, feb 26 march 30, etc), and I often have to manually match the transactions to the recurring bill. This is not a huge problem,…
All these accounts are closed but Simplifi thinks that I forgot to sync it. Even if there is an error, I don’t want to see that in the first page. Without this the dashboard and networth graph was perfect. Please turn it off or provide option to turn it off.
Having only just migrated from Simplifi to Personal and Business, I am only just becoming familiar with its processes. One of the first things I needed to do was to invoice a Client - which I did before discovering the Projects feature. Is there a way for me to assign the previously sent Invoice to a project without…
I am attempting to connect to Morgan Stanley accounts to track them all in the new Net Worth feature, however, there are issues. There are two options to connect, one is "Cash Management" and the other just says Morgan Stanley. (see image below) When I try to connect to the standard "Morgan Stanley" option, it will try for…
Hello everyone! Here are the issues and features we were able to tackle with the 6.4.0 Web Release, released January 28th: FIXED: Completed Savings Goals aren't moved back to "active" upon a withdrawal. FIXED: Various errors and crashes. ADDED: A "Re-sync balance" option to manual accounts. ADDED: A Net Worth feature with…
Hello everyone! Here are the issues and features we were able to tackle with the 6.4.0, 6.4.1, 6.4.2, and 6.4.3 Mobile Releases, released January 27th, 28th, & 30th: FIXED: Refund reminders displayed in all accounts. FIXED: The Dashboard card is prompting users to fix connections on closed accounts. FIXED: Various errors…
UPDATE 1/30/26 We’ve released a fix that should resolve the balance issue some users were experiencing. If you’re still running into problems, please try the following steps: Clear your browser cache and cookies Make sure you’re running the latest version of the app (install any updates if prompted) If the issue continues…
We’re excited to announce that Quicken Simplifi’s Net Worth feature is now available in Early Access on both the Web and Mobile apps for personal-only subscribers (not Quicken Business & Personal)! The Net Worth feature gives you a clear, consolidated view of your overall financial position, helping you track changes over…
We are currently seeing an issue with Macy's Credit Card returning an FDP-176 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…
Capital One has decided it will be migrating around 700 Discover customers over to the Capital One instance in Quicken Simplifi. If you are receiving a FDP-324 error with Discover, then you may be one of these customers. You may disconnect all your Discover accounts, then try reconnecting them to Capital One. If you would…
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 receiving reports that users are unable to connect to instances for www.mycardstatement.com due to an FDP-102 error. Below is a list of the FIs affected by this issue. MyCardStatement NewBridge Bank - Credit Card Northview Bank Credit Card People's Trust & Svgs Bk CCard TCM Bank - Credit Card Clean Water Action…
Discover will begin its migration to a new API platform starting on 01/15/26. This will affect users in waves, meaning not all users of Discover-affiliated FIs will be affected at once. The list of affected FIs in Quicken Simplifi is: Discover Card Discover Bank Thank you! ISS-12162505
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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