Best Of
Re: CIT Bank N.A request-body-field error
Hello All,
Thank you for letting us know you're seeing this issue. To help us further investigate this, please send logs. To send logs, please follow these steps:
- Log into the Quicken Simplifi Web App.
- Select Profile from the left-hand navigation bar.
- With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
- Leave all boxes checked, add a brief description of the issue, and then click Send.
Thank you!
Re: Break down Annual/Bi-Annual Expenses to a monthly amount in Spending Plan [edited] (6 Merged Votes)
But if excluded, the reminder still shows up somewhere where you will see it?
Right. It shows up in the reminder carousel of the account that it is to be paid from.
It also shows up in the "Excluded this month" panel of Bills (or Income) in the Spending Plan.
DryHeat
CIT Bank N.A request-body-field error
I'm receiving Care Code:request-body-field when trying to log into CIT Bank. I've reset my password to see if that would help with no luck. Confirmed credentials were entered correctly. Any suggestions on what's causing the error and how to resolve?
Re: Break down Annual/Bi-Annual Expenses to a monthly amount in Spending Plan [edited] (6 Merged Votes)
I name each annual and semi-annual savings goal with the {Year.Month plus name} it is due so it's easy to distinguish.
After I try this experiment with Expense Series Rollover — if it doesn't work out — I will probably go back to doing pretty much what you are doing.
I can at least hope that within a year or so Simplifi will enable us to hide completed Savings Goals.
DryHeat
Re: Ability to Exclude part of a split transaction [edited] (3 Merged Votes)
please add this ability.
Re: Ability to Exclude part of a split transaction [edited] (3 Merged Votes)
+1
I have multiple transactions that may be partially HSA reimbursable for example and I wouldn't want to include in reporting.
I also have part of my income coming from expense reimbursement which would be nice to exclude with the expense transactions I exclude.
Veether
Re: Ability to Exclude part of a split transaction [edited] (3 Merged Votes)
+1 to add this. Super frustrating and time consuming to get good data without it!
BT2565
Re: Ability to Exclude part of a split transaction [edited] (3 Merged Votes)
please add this feature! +1
Re: Getting Setup for 2026 - A Just for Fun Post
This worksheet kind of served the same purpose as reviewing past Spending Plans but in summary form in a "single glance."
I would like to be able to do that too, but without having to set up a spreadsheet. That's why I made the suggestion linked below. Unfortunately, it doesn't seem to have a lot of admirers.
DryHeat