Best Of
Re: Deleted Savings Goals do not release funds in Accounts List (edited)
@RiversideKid & @mtemple12, this issue has been escalated. Please follow our Alert for updates.
Thank you for your patience as we work to resolve this matter!
Re: CSV file upload issue
Could there be a setting on that particular account that prevents older transactions from showing?
Yes, there could be. Look under the Transaction Activity label and see if it says "Showing All Transactions." If it doesn't, hover over the "Showing Transactions…" text to reveal a gear icon. Click on that to open a form for setting the time period for transactions to be shown.
DryHeat
Re: [ONGOING] 8/12/25: Multiple College Savings Plans returning an FDP-106 error
ONGOING 8/26/25
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: New Feature Alert: Estimates for Quicken Business & Personal!
Estimates is now live to all users!
Re: Add OneFinance/OnePay to Supported Banks (edited)
The lack of OnePay support is very problematic for Simplifi customers. OnePay is a fast growing card/bank, and they are offering 5% cash back on purchases at the largest big box store in the country, which will make them even more utilized across Simplifi's user base over the next few months. I highly recommend Simplifi consider adding support soon, otherwise you'll continue to see more users upset about lack of support.
glennf14
Re: Using "Reset report" does not stick (edited)
@DryHeat, I just used the "reset report" option on all of my reports yesterday and then checked them again this morning. You should be able to proceed with using your reports (aside from working around the bug) as normal, while the issue is being worked on.
Thanks!
Re: Income & Expense Report/Profit & Loss Report: Lingering pop-up tooltips (edited)
@RobWilk, thank you for bringing this issue to the attention of the Community!
It looks like our product team has already identified this bug in both the Income & Expense and Profit & Loss Reports. We will follow the ticket that was filed and post back here with updates as they're received.
SIMPL-29423
Health Equity Passkey/FDP-101 (edited)
Health Equity is now requiring users to use a passkey instead of a password to access their account. I just updated my Health Equity account to use a passkey and now I'm getting a FDP-101 error when trying to connect in Quicken Simplifi. Is there any way to get the Health Equity account to update on Quicken Simplifi when using a passkey?
Re: Using "Reset report" does not stick (edited)
Hello everyone,
I was able to reproduce this issue in my own Quicken Simplifi and have gotten it reported to our product team. I will post back here with updates!
SIMPL-29603