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So, I tried to add my mtg acct and it retrieved the balance due and a few bits of info. but is saying no transactions found but there are years of data. What do I do ? TIA
I have some transactions from a place called Beverages & More, which is imported from the statement with a token of "beverages&more". I've created rules to automatically update the name and category, but they aren't applied. On the next transaction that comes through, I try to create to another rule, and it tells me that…
Hello, I was using the PNC Private Bank Web Connect connection for the last year, and it was seeing my cash bank accounts and my investment accounts held with PNC Private Bank. About 1 month ago, it started showing only my cash bank accounts and stopped updating the investment accounts. I tried to reset the connection and…
Citibank shows credit card info but not loan info URL:
hello friends! I’m able to add my Citi credit card to my Simplifi account just fine, but my personal loan account doesn’t show up in the list of accounts I can add during the authorization process Are Citi personal loans not supported?
I was always getting routine updates from my Discover Bank accounts and now despite reconnecting (reentering correct credentials into Quicken) nothing is happening or certain accounts update. I see that this is a "known issue" for a week now, any status for repair?
Hello, I am a new user to QuickenSimplifi. I paid a large tax bill say 3000 from my savings . I had the money ready. However in the QuickenSimplifi program it shows I over spent. What am I doing incorrectly? I don't think I over spent as I had the money in savings. Thanks ChiTown
I sold a mineral interest and split the amount between the relevant asset account and a Category I created for Capital Gains. I marked the Capital Gains category as Tax-Related and associated it with tax form Schedule D and line item "ST/LT gain or loss." (I also tried "LT gain/loss - security" with same result.) Here is…
I use the left side Accounts list to see balances across all my places. It's fairly difficult to read. It would be nice if perhaps: Each row alternated a subtle background color There was some space between text-overflow and the account balance The balance had a heavier font weight than the account name. These (should) be…
I basically use 2 separate bank accounts ( Banks ) 1 was on the list the other was not. I manually added the name and balance of that one but can it be set up ( I provide routing numbers etc so it becomes auto like the other acct. That one was super easy set up
It's frustrating that we can't send statements to our clients at the end of the month. This is a simple function that should be available.
This feature is very frustrating as each week when we visit our clients the vehicles and stock numbers change each time. It would be better if we could toggle this off as we don't need it.
One simple feature that is also NOT available is the ability to add re-occuring messages to the bottom of the invoices. Something that would appear each time. Is this too much to ask?
Like a number of others on the forum, I'm getting an error connecting to Target Red Card. I decided it's easier to just make it manual for the time being, but I do not see that as an option. When I try to follow your instructions and click the 3 dots I do not see an option to "Make manual"…
We are currently seeing an issue where users migrate their Citi Retail Cards to OAuth, but then receive an error message, which causes the migration to fail. 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…
Quicken Simplifi users who use Citi Personal Wealth Management may encounter an issue with their connection. We have a new bank option in Quicken Simplifi for this connection called "Citi - Wealth Management". To disconnect from the old Citi Personal Wealth Management and reconnect to the new Citi - Wealth Management,…
How to Schedule Account Updates By Natalie Admire Quicken Simplifi now offers an exciting new feature that allows you to manage the frequency of your bank account updates! You can customize the update interval for each account or even turn off automatic updates entirely. This is especially useful for accounts that require…
Spring is here and we all want to know what you guys like doing when the weather decides to get warmer! Spring Break, Mardi Gras, and even St. Patrick's Day bring about a lot of great activities for everyone this time of year. I myself love finally seeing the color return to the trees where I live. Let us know what you…
We are currently seeing an issue with NorthWestern Mutual Insurance returning a 170 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 where users are unable to add HSA Invest Accounts with HSA Bank in Quicken Simplifi, as the account is not being discovered. 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…
Hello everyone! Here are the issues and features we were able to tackle with the 4.51.0 Web Release, released March 19th: FIXED: Minor fixes for QBP. FIXED: Various errors and crashes. UPDATED: Minor enhancements made to QBP. UPDATED: The design of the Profile menu. UPDATED: The Investments Holdings grid to include a…
We are currently seeing an issue with Bowater Employees Credit Union 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 would…
Quicken has partnered with Citibank to update the connection method for several Citibank retail credit cards. This update will occur over the next two weeks, and you will be notified if you need to take any action to update the connection type for these cards. Here is a full list of the retail Citibank cards: Sunoco…
We are currently seeing an issue with Target Red Card returning a "You have already added all your accounts at this bank" message 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…
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