Best Of
Re: Move the "delete" button to the left when deleting transactions, and make it a trash can icon
I am assuming @Dick_Davis is referring to the location of the "Delete" button when editing a transaction. Currently, the Delete & Update buttons are side by side. I believe the suggestion is to move the Delete button to the left-hand side.
For example, this is how the buttons look when editing multiple transactions.
I do think it would be helpful to have the button locations in the same location throughout the system and labeled the same way. With the Delete & Cancel buttons in the same place on different menus, it would be easy for a user to click Delete instead of Cancel either by habit or just by accidental clicks or incorrect clicks due to lag, etc. I do like the Delete separated from the other buttons for these reasons. However, I prefer the words spelled out if screen size allows the space rather than the trash can icon.
Re: Issue connecting two logins with Vanguard (edited)
Checking back in after multiple months, problem still persists. Unfortunate to see no update in over a month since "appreciating" our patience. Perhaps this kind of dual-accounts household is not the target market for this product. Discussion threads on a couple social networking sites report continued frustration here.
This will be an easy non-renewal decision.
Re: how do I get a projected budget to generate?
Hi @SweeTea
I'm not sure what exactly you are trying to get at, but the Spending Plan gives you a monthly projection of your available income after deducting your fixed expenses (Bills), your flexible expenses (Planned Spend) and any contributions to Savings Goals (Goals). Also, any expenses that fall outside you budgeted fixed and flexible expenses (Other Sped) will be deducted from the available, so you have a running tally of what is left as the month unfolds.
DannyB
Re: how do I get a projected budget to generate?
Hello @SweeTea,
Thanks for reaching out! Quicken Simplifi offers a different approach to budgeting. Quicken Simplifi creates a Spending Plan automatically based on the Recurring Income, Bills, and Subscriptions you've set up, leaving the money that's left over as available to budget or save for other items, or to spend as desired.
Here is a support article explaining how the spending plan works in Quicken Simplifi:
-Coach Jon
Re: Applying rules to past transactions is not working (edited)
Hello @housetr,
Thanks for reporting this issue. I was unable to reproduce this issue from our side, unfortunately. I do know that sometimes the rule change can take some time for existing transactions, however.
How recently did you create the rule? Have you checked to see if signing out and back in or trying from another web browser works? Let us know!
-Coach Jon
Web Release 4.71.0
Hello everyone!
Here are the issues and features we were able to tackle with the 4.71.0 Web Release, released August 13th:
- FIXED: The text color for tax rates and investment returns is too dark in the Retirement Planner while in Dark Mode.
- FIXED: The background color of investment ticker chips on the Investment Holdings Dashboard card is incorrect.
- FIXED: Various errors and crashes.
- FIXED: QBP: Misaligned “Got It” button in the 'Rearrange Account Groups' alert on MacOS.
- UPDATED: The Investment News Feed logo for items with no picture to a placeholder image instead of the Quicken logo.
- UPDATED: Minor enhancements have been made to the recent redesign of the Spending Plan.
- UPDATED: Other minor visual/UI enhancements across the app.
- UPDATED: QBP: Allow users to delete transactions in the Client Invoices account.
- ADDED: The 'per day' amount to the Spending Plan Dashboard card.
To be automatically notified of new product updates, please be sure to follow the Updates from the Product Team category by clicking "Follow" at the very top of the page.
Thank you!
[ONGOING] 8/14/25: Renewal Banner showing for users purchasing through Google Play Store
We are currently seeing an issue in Quicken Simplifi where users are seeing a banner in their program that says, "Oops! Your payment wasn't processed. Update your account to continue using Simplifi.", even though the users have an active subscription. This is only being experienced by users who have purchased Quicken Simplifi through the Google Play Store at this point. 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!
SIMPL-28714
Re: Transaction registers: we'd love your input
Hello,
I have two recommendations:
Add multiple expense selection to male update for mobile app version similar to what is already available on the desktop version.
Simplifi does not remember my categorization of the same expense from the same vendor.
Thank you.
Re: Transaction registers: we'd love your input
Title: Show Total Amount for Transactions in Search/Filter Results
Description:
Currently, when I search or filter transactions in Simplifi, the system shows the number of transactions but does not display the total dollar amount of those transactions. This is a major limitation, as one of the most common use cases is to quickly answer questions like:
- "How much did I spend at Merchant X last month?"
- "What's the total income from this Category during the year?"
- "What are the combined amounts of these filtered expenses?"
Right now, the only way to get totals is to:
- Build a report (much slower than search), or
- Export the results and total them manually in Excel/Sheets.
Requested Feature:
Please add a total sum line at the top (or bottom) of the Transactions list that dynamically updates whenever a search, filter, or query is applied. Ideally this would include:
- Total Amount ($) of filtered transactions
- Transaction Count (already available, keep it)
- (Optional) Average Amount for quick insights
Why This Matters:
This is basic functionality that Mint and other budgeting apps provided, and it makes Simplifi much more powerful for day-to-day tracking. Many users, myself included, often need quick totals without generating a full report. Adding this would eliminate a major frustration and make Simplifi much more efficient.
Re: Support multiple currencies
I have resisted upvoting this, but I think it is probably inevitable that Simplifi will have to do it. Of course, if you use it in Canada and only have Canadian Accounts, it doesn't matter. It only matters if you mix them with "foreign" accounts.
SRC54




