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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!
Re: Ability to see all selected accounts in a single line on the graph in Bills & Income>Cash Flow
With direct deposits going into multiple checking accounts—not having the ability to merge accounts together to track multiple accounts in one plot is a huge bummer.
Re: Enhanced Reports: Share your feedback here!
New reports remove the "over time" option for Spending:
Before
After Enabling Beta I can still set it up as a bar-graph but it's just a total
Me123456
Re: Bill Connect: Costco Not Connecting
What is the name of the service provider so that they are able to identify the system?
Re: Ability to use Transaction Rules/Quickfill for manual transactions (edited)
@nateks0492, Transaction Rules not being triggered when importing transactions is a bug that has already been escalated here:
So, this particular issue will be fixed in a future release of Quicken Simplifi.
Re: Customize Dashboard: Share your feedback here!
@BIA thanks so much. this is something we are going to fix! do you want to turn EA off for now and I can let you know when it's fixed?
Re: Add split paycheck tax deductions to the Bills & Income section of Spending Plan (edited)
While I don't know a timeframe, I can confirm that I recently tested recurring splits with the Simplifi development team. I had several thoughts that I shared with them. Looking forward to this feature.
Re: Ability to see all selected accounts in a single line on the graph in Bills & Income>Cash Flow
Yes I have bills and deposits flowing into and out of multiple accounts, cash flow projectuon is useless if I cannot select all the relevant accounts