Best Of
Re: Investment Transaction Duplications (edited)
@Coach Jon sorry, I've deleted my Investment accounts.
Max1223
Re: Category for "Credit Card Payment"
@fnums, thanks for posting to the Community!
The Category Rule is likely being superseded by the design of Quicken Simplifi to automatically detect and link Transfers:
This is something that will likely require manual intervention if you'd like the transactions to not be Linked Transfers. One thing you can try that comes to mind is setting up a Recurring Series for the credit card payment and using the "Credit Card Payment" Category. When transactions are linked to Recurring Reminders, they are supposed to acquire the Payee and Category of the Series, so this may work for you!
Let us know!
Re: Apple Wallet Credit Card not syncing after reinstalling credit cards in apple wallet IOS
@OregonNomad , thanks for reaching out to the Community!
Please give the following steps a try:
Make all of your Apple Wallet accounts manual:
- Click the Menu icon (the three lines in the upper left corner).
- Select Settings and then Accounts.
- Locate the Account you'd like to make 'manual' and click the three dots at the end of it.
- Select Make manual.
- Click Confirm.
Check third-party access to your Apple Wallet information:
- Go to Settings in your Apple Account.
- Tap on Privacy & Security.
- Select Wallet.
- Choose Quicken Simplifi (or any other relevant third-party app).
- Make sure to select Allow All Activity.
- Re-add your Apple Wallet accounts.
To link the account(s) found to your existing account(s), follow these steps:
- Click the Link to dropdown menu.
- Select the existing account from the list.
- Click Update, and then click Confirm once each account selection is completed.
Let us know how it goes!
Re: Mortgage Payments as Transfers
@BlueGrits, thanks for posting your inquiry to the Community!
I would definitely consider a mortgage payment an expense, just like I would a rent payment. The reason credit card payments are considered "transfers" is because you've already tracked the spending in the credit card account, so the transfer of funds to cover those expenses should not also be counted as an expense.
I hope this helps!
Re: Income & Expense Report: Share your feedback here!
This report is a great addition to your platform. I love that we can have accounts in the rows; it allows for some solid analysis.
I have a suggestion: the current report lets you click on a specific number (for example, gas expenses in May 2025) to drill down and see the transactions. That feature is phenomenal, thank you for that.
However, after checking the transactions and returning to the report, it always brings you back to the top, at the first row. This slows down the workflow quite a bit, as you have to scroll and find where you left off in order to continue.
Would you please consider bringing us back to the same spot we were in the report? That would be fantastic.
Thanks again.
nrp06
Re: Income & Expense Report: Share your feedback here!
Quick UX suggestion for the new B&I report:
By default, I would make all dropdowns closed. People can dig in when they want to see more, but this gives the ability to check things high-level before drilling down. Also, you should consider adding a master dropdown toggle where the red square is to quickly open all/close all dropdown arrows
Shkoner
[ONGOING] 6/6/25: HealthEquity - Missing Investment Accounts
We are currently seeing an issue with Investment Accounts not being discovered for HealthEquity 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-13436
Re: Investment down 500% over 60 days?
There are very few ways to lose more than 100% of your investment. Have you been selling naked call options?
Just joking… very weird.
DryHeat
Re: Tags, Categories and Payees on Payment/Deposit Investment Transactions don't calculate in Watchlists
This is fixed, thank you!
Re: Apple Wallet Credit Card not syncing after reinstalling credit cards in apple wallet IOS
You still have your data, and you won't lose it unless you delete the account(s). So don't do that and hang in there.
Have you tried connecting to Support to see if they can walk you through it? Or you can wait for one of the coaches to help you here in the community.
Until then, here is what I would try.
From what you say, it seems you have two Apple accounts: Apple Card and Apple Cash (Digital Cash)? And the Cash account is connected but not the credit card? And you don't have Apple Savings. Just two accounts, not that it should make any difference.
Have you tried rebooting the phone and then trying to reconnect?
Next, I would probably make the Apple Cash manual as well so that none of the Apple accounts are connected. Then I would try to reconnect them to see if you can link them then. From the support article below, it sounds like that is what you need to do. Just start over as if you have a new iPhone.
Good luck.
Here's the support article:
SRC54