Best Of
CFCU Community Credit Union - FDP-103 (edited)
Dear Quicken Simplifi! I bank with CFCU Community Credit Union. They recently upgraded their website and now the link is different than the one you guys already have. You have mycfcu.com! But now it's digital.mycfcu.com! Makes a huge difference. I am going to have to cancel my Quicken Simplifi soon if this is not resolved soon!
Re: Target Circle Card won't download new transactions
It seems like there's more than one issue at hand since Simplifi "resolved" the previous connection issues. Target must've implemented additional authentication, which now requires you to authenticate daily. Simplify says there's nothing we can do about that so I've just updated my refresh to weekly.
We've stopped using our Target card because of the various issues this product has with that connection. @ericmn - if you find that Monarch Money doesn't have the same issues, that would be a clear indicator that this is on Simplifi's end and would be really good to know, even though they seem determined to offer workarounds rather than addressing the root issue(s).
dunnnw
Re: [ONGOING] 6/6/25: HealthEquity - Missing Investment Accounts
ONGOING 6/20/25
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: Add a reconcile feature [edited] (1 Merged Vote)
Reposting the link to this article. I missed it, but it does a good job explaining Simplifi's non-traditional approach to reconciliation. Which works really well.
Flopbot
Re: Add a reconcile feature [edited] (1 Merged Vote)
Reposting this for anyone who missed it…
I found a workable work-around that works for me. Maybe it would work for you?
Each month, when I receive my statement, I simply use the green “Reviewed” column (on desktop) to do a reconciliation of sorts. I check off each transaction on my statement with pen and then mark it as reviewed in Simplifi. Once an entire month has been turned green, I minimize it by hiding all the individual transactions.
This process HAS found errors which - in my mind - is one of the main reasons for doing a reconciliation.
I’ve done it for long enough now that I know it works and, honestly, it doesn’t feel like a workaround although technically you could say it is. To me it’s just Simplifies ‘untraditional’ method of account reconciliation. I voted for this post, but at this point, it would just be to have Simplifi improve on what they already have.
Flopbot
Re: Savings Goals are incorrect if you withdraw
Actually, @DryHeat and @Greg-n-Texas the "Spend a custom amount" used to be something like "Withdraw to spend on goal". I'm not sure when that changed but it did cause a moments confusion when I first saw it written the new way. The former language seemed clearer to me.
DannyB
Re: Savings Goals are incorrect if you withdraw
Until Simplifi implements this Idea Post, I’ve chosen to exclusively use the “Withdraw for something else” option. Yes, it probably breaks some of the designed functionality of Savings Goals, but I despise having to recreate Savings Goals over and over and over and…
https://community.simplifimoney.com/discussion/2753/recurring-savings-goals-year-over-year-ability-to-restart-goals-edited
Flopbot
Re: Add exclusion criteria to Transaction Rules (edited)
I have had the same problem and I hope some general solution is found for it.
But there may be another way this could be handled. Simplifi could allow users to specify the order in which Rules are applied. If that were possible (and assuming the first matching rule controls), your Amazon/Audible issue could be handled like this:
- Rule 1: Match transactions that contain "Audible".
- Rule 2: Match transactions that contain "Amazon".
Your Audible transaction would match Rule 1 and be modified by that rule. Non-Audible Amazon transactions would "fall through" to Rule 2 and be matched and modified by it.
@geekcred is doing some tests to see if rules are actually being applied in the order they appear in the Rules list (see discussion below). If they are, you could solve your immediate problem by adding Rule 2 first, then adding Rule 1 (so Rule 1 will be at the top of the list). That might be worth a try.
I suggested that users be able to manually change the order of Rule application:
DryHeat