Best Of
Ability to filter reviewed/unreviewed and uncategorized transactions easily (edited)
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 as a filter, it would be very useful to have a dedicated button right to the right of the Search Transactions box and Filter button, that simply enables/disables the filtering by Reviewed status.
This would take up minimal screen real estate, but would make toggling between Reviewed and Unreviewed much easier.
Thanks!
Ability to disable in-app advertising (edited)
See old post here:
And this time I managed to grab a screen capture.
I would strongly like a way to turn this off. I do not want to be paying money and to also be advertised to.
Please advise how to turn off? Thanks!
[RESOLVED] 11/3/25: Discover Bank & Discover Card returning an FDP-4000 error
We are currently seeing an issue with Discover Bank and Discover Card returning an FDP-4000 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 notified of any updates regarding this issue, please "bookmark" this Alert by clicking the bookmark ribbon in the upper right corner.
Thank you!
CTP-15098
Missing MySynchrony/ID.Synchrony login for credit cards (edited)
I have a few credit cards through My Synchrony (www.mysynchrony.com). I see Syncrhony Credit Cards but it is not the same intitution as mysynchrony
jtjones0304
Re: Add OneFinance/OnePay to Supported Banks (edited)
@Coach Natalie - Adding my two cents for consideration. I, like others, have the new OnePay CashRewards Card, which is supplied through Synchrony Bank.
In researching the issue, I found the following info:
1. Synchrony Bank provides many "branded" credit cards for multiple stores (see list here). One example is a Lowe's credit card, which is available in Simplifi with the login URL of https://lowes.syf.com/login/
2. Synchrony does list a Walmart branded card with the login URL of https://walmart.syf.com/login/ HOWEVER, the OnePay card is a different card and a customer with a OnePay card cannot login here nor create an account. I mention this in case anyone else comes across this with the same idea.
3. OnePay's primary login URL is: https://web.onepay.com/
4. There is a secondary login URL for OnePay: https://synchrony.com/accounts/ which redirects to https://id.synchrony.com/idp/en
5. The secondary login, once logged on, has the URL: https://www.synchrony.com/accounts/ (see attached synchrony-final.jpg). All transactions, balances, etc are visible in this portal.
TLDR: it appears that there are two separate ways to login to view OnePay CashRewards Card: the first through OnePay's site, and the second through Synchrony's site.
Given the above, all Simplifi needs to do to import account data for OnePay is to add the correct Synchrony connector. Simplifi supports two existing synchrony.com accounts, attached. Neither of these two supported accounts work with OnePay credentials.
Question
Can Simplifi please revisit the OnePay connector given that Simplifi already has existing connectors directly with Synchrony, using the secondary login from point #4 above? I know one of the hangups with this integration was OnePay, so it might be better to work with Synchrony directly instead.
Thank you, and please reach out if I can be of any assistance in testing.
Re: Add OneFinance/OnePay to Supported Banks (edited)
The lack of OnePay support is very problematic for Simplifi customers. OnePay is a fast growing card/bank, and they are offering 5% cash back on purchases at the largest big box store in the country, which will make them even more utilized across Simplifi's user base over the next few months. I highly recommend Simplifi consider adding support soon, otherwise you'll continue to see more users upset about lack of support.
Track Interest Rates for Accounts (edited)
[ONGOING] 10/29/25: FirstBank of Colorado returns FDP-6000 error
We are currently seeing an issue with FirstBank of Colorado returning an FDP-6000 error in Quicken Simplifi when attempting to connect. 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 automatically notified of any updates regarding this issue, please "bookmark" this Alert by clicking the bookmark ribbon in the upper right corner.
Thank you!
CTP-15045
What-if analysis for loans (edited)
New Reports: Add an expand/collapse all option (edited)
Absolutely love the new reports beta formatting. It would be great if there were a way to expand/collapse all categories and/or subcategories at once. Bonus if the degree to which it was expanded/collapsed was remembered between sessions (like how it remembers the selected date range between sessions).
Currently, it defaults to all categories, subcategories, and individual transactions fully expanded. I most commonly want to reports to show subcategory totals, so I have to collapse dozens of categories individually every time I visit the page. It takes dozens of clicks to collapse each one individually. Just a minor nitpick for a great new feature.



