Best Of
Re: Osaic and Equipt
Hello @jimsug,
Thanks for reaching out! Before we add this URL given as a financial institution request, I would suggest that you try connecting via one of the options provided within Quicken Simplifi to see if you can connect. Let us know how that goes!
-Coach Jon
Re: Osaic and Equipt
Thank you @JimY67 for showing me how to click the vote button. I have voted. @Coach Jon, I will need to cancel my Quicken Simplifi account if this cannot be resolved as linking this account is needed for me to use your software.
Re: Osaic and Equipt
Hello @Chilly,
Thanks for the reply. As stated previously, this post is a financial institution request. Which means it can be voted for and followed for updates, but it does not guarantee that it will 100% be added. We of course will update this post if it will be/if we receive any information regarding this financial institution.
Thank you for your patience!
-Coach Jon
Re: Osaic and Equipt
How many folks need to upvote this for it to become a thing? My father is currently unable to connect due to this missing link, and between issues here and other different issues with connecting to nationwide its causing frustration.
Re: Osaic and Equipt
This process is taking way too long. I will not renew if this does not get resolved soon.
Re: Cash Flow Forecast: Inconsistent balance +/- signs between mobile and web
@RobWilk, thanks for posting to the Community!
I believe this is a difference in design between the Web and Mobile Apps, and is not a bug. To vote to change the way credit card accounts are plotted in Projected Cash Flow on the Quicken Simplifi Web App, please see our existing request here:
I hope this helps!
Re: Loan Payment Category identified as 'other spending' when it was a recurring bill
@RobWilk, done!
Re: New Upgrade Connection Does Not Include Personal Loan Accounts
I actually paid this account off, so I am unable to test it further.
Thank you for following up.


