Best Of
Re: Why are Zelle payments automatically classified as Transfers when they are payments?
@RobWilk Interesting idea! I just went to check my transaction rules and the only ones that contain Zelle are completely unrelated to this situation (and they just change the category, not the payee). I also use Chase. It seems that the matching last name tripped the system.
EL1234
Re: Regions Bank - Pending transactions download twice (edited)
Its interesting as on online banking there is only one pending but on simplify it will have the same pending charge with two separate days. Say I made the charge on the 3rd and its still pending on the 4th so on the 4th it redownloads that same transaction as well. Will have to pay attention to the pending date on the online banking next time it happens.
Fradojr
Re: Investment Transaction Will Not Update Manually on Mobile (edited)
@Forteleza and @SRC54, thank you for bringing this to the attention of the Community!
I was able to reproduce this issue on the Quicken Simplifi Mobile App, and I got it reported as a bug. I will post back here with updates!
SIMPL-30718
Re: Ability to sync Amazon/Major Retailer/Big Box order details [edited] (1 Merged Vote)
This would be amazing, but I recognize that this is complex. Really it is just an Amazon account reconciliation that would reconcile all Amazon transactions on their website to the transactions in Simplifi. Allowing easy identification and splits for activity.
Re: Ability to Exclude Categories and Tags from Reports and Spending Plan [edited] (2 Merged Votes)
Please implement this feature. I often want to exclude tags, categories, or transaction types from a sum. Right now there is no way to exclude, so I have to select only that tag, then subtract that sum from the overall sum. Very tedious when looking at a lot of different combinations of tags and categories.
Re: Request: link U.S. Bank retirement accounts
Gotcha, I'll be sure to bookmark that post for any updates. Thank you!
Re: Break down the Personal Taxes Report by Form > Line Item (edited)
I would add to this, for W-2 Salary, we also need it to aggregate and summarize the data for both income and expenses together. For example, the W-2 Income amount is going to be Salary Income - Pre-Tax Deductions. If these categories are assigned to the same Salary Income W-2 line item to signify pre-tax deductions there should be an easy way for the tax form to show the net amount so that you can compare to W-2's received to ensure accuracy.
I would summarize by line item based on the categories assigned.
Re: Issue: Wings Financial Credit Union repeatedly requesting MFA on every refresh
Hello @jskup,
Thanks for reaching out! When you connect your bank to Quicken Simplifi, your accounts with that bank are updated every time you sign in. If you’ve connected a bank but prefer not to have it update daily — or if you receive a multi-factor authentication (MFA) prompt every time you sign in — you can adjust the update frequency in Quicken Simplifi. Our support article here goes over how to do this in detail:
I hope this helps!
-Coach Jon
Re: Account to Account Transfers (A2A): Share your feedback here!
Hi! Would be wonderful if A2A transfers were appropriately reflected in Cash Flow until they post. As it stands, these transfers are only reflected if you have your balances set to show as "Balance with Pending" — but if your bank's reporting of balances and pending transactions requires you to use the "Bank Balance" display option, then the A2A transfers don't show up in Cash Flow as an expected transfer and so you have to do manual math.
Re: [ONGOING] 06/03/25: HealthEquity Returning $0 Account Balance
ONGOING 11/11/25
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!