Best Of
Track Interest Rates for Accounts (edited)
Chauncey
[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.
NEW 11/24/25: Elevations Credit Union-CO returning to.100 error
We are currently seeing an issue with Elevations Credit Union-CO returning a to.100 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 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-15325 // CTP-15341
Re: Add support for Investor360
I had this linked in Simplifi for a year and it stopped working a week ago. Now when searching it says in the institution can't be found. If there a timeline to getting this restored?
Mrhoa
Re: Add support for Investor360
Please add this financial institution!
Look forward to update(s) 🤓
geekcred
Re: Ability to Exclude part of a split transaction [edited] (3 Merged Votes)
Hello @Dandy,
Since there is already an existing request for the functionality you're asking for, I merged your request with the existing one. This functionality is already in Planned status, but we do not have an ETA for when it will be added. Please bookmark this thread, since any updates, once available, will be posted here!
Thank you!
Let Me Categorize and Organize My Accounts List However I Like [edited] (10 Merged Votes)
Let me categorize and group my accounts however I like. I've got 60+ linked now. Some of my 'checking' accounts are really used for savings. One of my investment accounts is used as a cash/checking account. Maybe I want to separate my accounts from my spouses. Pretax vs. Post tax, etc. I would like to add one of my checking accounts to my credit cards list so I can keep that group of accounts with a positive balance. Some accounts are important, others not so much, etc.
barryh
Ability to add and manage Transfer Categories (edited)
I understand there is a category for Transfers but I track multiple types of transfers in my financial life so it would be good to have a category group for transfers of different types. Defaults could be Transfers and Credit Card Payments but we should get the ability to add our own, for example loan payments.
theromm