Best Of
Re: Ability to rearrange accounts, catagories etc.
@Mark23, thanks for posting to the Community!
The ability to rearrange accounts in the Accounts List is not currently supported in Quicken Simplifi. We do have an Idea post requesting this ability that you can vote for, though!
Quicken Simplifi also doesn't support the re-sorting of Categories in Settings either, as they are listed alphabetically. I'm not finding an Idea post for this specific sorting ability, so feel free to create one so other users can vote on it and our product team can review it. For more details on Idea posts here in the Community, please see our FAQ here:
I hope this helps!
Re: "An error occurred." message/accounts not updating (edited)
Just tested opening Simplifi again and all my accounts refreshed successfully. Editing a transaction worked, too. Thanks for the quick fix, Quicken team!
KP_9
Re: "An error occurred." message/accounts not updating (edited)
Hello everyone,
We are aware of the issues occurring with Quicken Simplifi, including error messages, components/features not loading, and slowness or failure when updating accounts. We have reopened our Alert and ask that you all follow it for updates as we work to resolve these issues internally:
Once the Alert is resolved, if anyone is still experiencing a problem, we ask that you go ahead and create new, separate posts to report each individual issue to keep things organized. This is in case any of the issues reported here are NOT part of the issue the Alert is for.
Thank you all for your patience as we work to resolve this matter!
Re: Ability to Link multiple Transactions to a single Recurring Bill at one time (edited)
It amazes me that this is not a feature. It would be extremely helpful at setup to be able to search for a paycheck deposit, select all returned results, bulk assign category "paycheck" and link them to the recurring series for paycheck! 3 years worth of biweekly paychecks could be completed in 5 steps where individually would require 360 steps. Come on guys, how is this not already a feature?!
Re: Best Account Update Frequencies within Simplifi
@KP_9 Yes, most of my accounts require MFA but I have it on all of them.
SRC54
Re: "An error occurred." message/accounts not updating (edited)
Yup, not saving here either. Looks liek they know about it:
DingoBoy
Re: The year is officially halfway over!
Splurge: An unplanned short vacation with the car, where sadly the car "died, but got me home"
Savings Goals: Temporarily suspended, but I was using them to make sure i had the minimum balances required to avoid bank fees (so i don't spend into where i'm charged).
RobWilk
Re: "An error occurred." message/accounts not updating (edited)
Confirming @KP_9 - I am seeing the same problems on Mac Desktop (through Chrome) and also the iOS mobile app. I see the "Sorry, but we were unable to make your changes." after I click away from the the initial "an error occurred, please try again" message.
jp2025
Re: What Type of Account is an Annuity Account
Re: Best Account Update Frequencies within Simplifi
My usual practice is to change the defaults only if there is some reason to do so.
Some financial institutions balk at frequent updates, or ask for multi-factor authentication when updating. In those cases there is good reason to make the updates less frequent. Particularly if the account is one — like some investment or loan accounts — where changes are infrequent.
But if you are currently having no problems, there is no need to change.
DryHeat