Best Of

Re: Best option for connecting Fidelity CMA, Brokerage, Credit Card and HSA accounts? (edited)

So far things have been good with Fidelity Inv & Retirement. Switched everything over 2 days ago. Fingers crossed…

AaronJB

2

Re: Profit and Loss graph - why are some months negative and others positive? (edited)

I realized that I categorized one of income as expense. Thank you.

TK_25

1

Re: [ONGOING] 9/12/25: Sallie Mae Bank & Sallie Mae Loan return an FDP-105 error

ONGOING 9/26/25

This Alert is still listed as ongoing, and there is currently no ETA on a resolution, though we are continuing to investigate the issue. We will be sure to post back when an update or resolution becomes available, so please bookmark this Alert to receive those notices when they occur.

We appreciate everyone's patience!

Coach Natalie

0

Re: Manual Account Balance doesn’t add up with transaction

@Coach Jon The balance is now correct. It's so very very weird that they have a delay like that. Putting on my architecture hat I guess having a delayed/stored compute on balance as opposed to doing real time can save resources, especially compared to the scale of users Simplifi must have. But the fact that that compute IS being done when selecting all transactions as we did seems like a waste to not utilize that to update the balance in that moment, especially since having the discrepancy cost me real time in troubleshooting it.

Regardless. I guess add this to the list of bugs and if your devs need me to do anything else to troubleshoot, please let me know.

everydave

1

Re: FDP-109: Macy’s Connection Not Working, Reset Not Helping

Hello @nmnmnmnmn,

If it has been over 24 hours since you reset your password, please provide the following information:

The name of the account(s), as it appears in Quicken Simplifi.
The name of the account(s), as it appears on the bank's website.
A screenshot of the error within Quicken Simplifi.
A screenshot of the Accounts Summary page from the bank's website that has a wide enough scope to show the full page URL. This is the landing page after signing in, and typically lists all accounts and balances. You will want to take this from a web browser and not a mobile browser, as well as redact any private info such as account numbers.

We will also need logs to be sent:

Log into the Quicken Simplifi Web App.
Select Profile from the left-hand navigation bar.
With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
Leave all boxes checked, add a brief description of the issue, and then click Send.

Coach Jon

1

Re: Add a debt payoff calculator/goal [edited] (4 Merged Votes)

I would add that it's more complex than that. I've been doing this for years with my mortgage payment, which has shortened the length of my loan by years.

So ideally it would also account for the interest you're paying and how much less interest you will have to pay (which is the main factor in the length of time to pay off a loan).

ajbopp

1

Re: OnePay CashRewards Card Support

Thanks, as long as this would cover the credit card as well as.

Nicabobolas

2

Re: Coming from Quicken Classic Deluxe - budgeting seems harder in Simplifi???

Thanks @DannyB and @SRC54 for the additional detail. I'll review the suggested links and then review the need for my categories.

mikehd

1

Re: Deleting completed Savings Goal corrupts previous months' Spending Plans

@Coach Natalie

Thanks for submitting the content request.

DryHeat

1

Re: Incorrect balance in manual account

Looks like it automatically corrected itself today, as @RobWilk mentioned. I did not change anything or take any steps to resolve the error, but today the balance is (correctly) showing $0 instead of $0.39 as it was showing yesterday.

ejs

1