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I’m having an issue where certain transactions that remain pending for more than a day are being re-downloaded, which then requires me to manually clear them out before the transaction actually clears. If I just let them clear, most of the time they process correctly. However, when I’m trying to maintain an accurate…
PROBLEM: Any time you are viewing transactions using "Bank Balance", all of your cash flow projections disregard any pending transactions. However, the whole point of selecting "Bank Balance" is that the reported balance does not include pending transactions — and so, it would seem appropriate to credit/debit any pending…
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…
As soon as I open Simplifi I get prompted for Wings FCU account MFA. After I MFA it syncs/updates successfully until the next refresh interval. This happens irrespective of choosing Text Message or Email methods. I've already tried a "Reset" on my account with no change.
Today if I want to toggle between showing Reviewed and Unreviewed transactions I have to click the filter box, select Advanced, Select Not Reviewed and then click Apply. This is four mouse clicks, and is a bit annoying. Given that toggling between Reviewed and Unreviewed is something users might want to do more frequently…
I'm trying (once again) to add an account for Midland National, but getting the FDP-163 error below. I have confirmed the username and password, and can successfully log in to the bank outside of Simplifi. I do have MFA enabled on the website; but when I try to add the account in Simplifi, I do NOT get the MFA prompt, I…
I have two BMO Canada credit card accounts; a BMO Mastercard that uses the CC number as the login id and a BMO Visa that uses a login name as the login id. I can connect the BMO Mastercard to simplifi, but attempts to connect the BMO Visa fail with FDP-101, but only after 2fa is successful. The simplifi AI chatbot suggests…
I would like to see a consolidated cash flow forecast feature added-- while I can see the functionality in a single account in your tool-- I would ask for one additional feature in the UPCOMING --> CASH FLOW area-- i want to 'combine' two checking accts and one credit card account into ONE line graph---- is this possible?…
I am trying to connect my Costco membership and it is coming up with the error attached. I have tried several times with no success.
I'd like to be able to exclude criteria in reports. As examples: Category <> Taxes or Account <> Secondary Checking.
Using the current version of the iOS app, in the investments section. I have several manually-added holdings (held in accounts I’ve not been able to sync with Simplifi). All of those holding have partial shares, but the only issue is when I have less than 1/10th of a share ima given holding. One might say that is a…
Recurring expenses are currently included in the calculation of Projected spending. This includes scheduled expenses that have not been paid out. For example, I have a watchlist item that keeps track of my electric utility bill. My account is scheduled to be debited $77.43 on December 19. That is the only expense for this…
This is my 401k plan that was connecting and at least updating the total balance although didn’t import and details. I was ok with at least that but it has not been updating or connecting. I tried disconnecting the account altogether but now it won’t even connect. I also have the same issue with Alaska529plan. I’m quite…
Hey there, I'm having trouble linking to my U.S. Bank IRA. When connecting the account through Simplify, I get the option to share bank account and credit card data from U.S. Bank, but no option for retirement accounts. What I tried so far: 1. Selected each of the available U.S. Bank instances in Simplify when adding an…
I know this is a known issue: https://community.simplifimoney.com/discussion/15010/new-11-24-25-elevations-credit-union-co-returning-to-100-error But my Elevations connection hasn't updated for two weeks now, despite attempting the "Reconnect" process. While trying to reconnect, my balance did update in Simplifi, but not…
https://statenebank.com/ https://statenebank.com/
As the calendar year 2025 usage of Simplifi comes to an end, what are some of the experienced users using as the archive methos – such as is there an export of all the transactions from Jan 01 2025 to Dec 31 2025 with attachments, can this export be used to reload in case the transactions of the year get deleted, are prior…
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!
We are currently seeing an issue with Summit CU 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 like to be automatically…
We are currently seeing an issue with PB&T Bank returning an FDP-181 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 automatically…
We’re excited to share that the Quicken Simplifi Web App now includes a customizable Dashboard, and we've improved the customization offered on the Mobile App, too! This feature is currently available to 20% all of Early Access users and will continue rolling out to more users over the coming weeks. What’s New on the Web…
We are currently seeing an issue with Multiple FIs returning a CP_Server_Error error in Quicken Simplifi. At this time, the list of affected FIs includes: Bank of Hawaii TreasuryDirect Space Coast Credit Union Associated Bank Security Service FCU Mercedes-Benz Financial We also have Alerts for CIT Bank, which is also…
We are currently seeing an issue with Ameris Bank - GA returning a CP_Server_Error 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 and FirstBank of Colorado - ICM returning a CP_Server_Error 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…
We have been made aware of an online banking issue with CIT Bank, producing a CP_Server_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…
With Early Access enabled, Web App users will see a new “Beta” toggle in the Reports section. Turning this on unlocks more robust versions of the following Reports: Spending Income Savings Net Worth What's New These Reports now follow the same layout as the current Income & Expense and Taxes Reports (and Profit & Loss for…
We’re excited to introduce a refreshed account register experience, currently available to 20% of Early Access users on the Quicken Simplifi Web App! While the updated design keeps the familiar look you know, it brings powerful new enhancements to make managing your finances even easier. What’s New Customizable…
NEW 12/1/25: Multiple FIs - CP_Server_Error
Congrats to our most Active Monthly Users!
