Best Of
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
Re: Incorrect balance in manual account
Hello everyone,
We now have an Alert for this issue that can be followed for updates:
The reason the balance corrects itself after some time is due to a job running each evening that recalculates manual account balances. Our team is researching why transactional changes aren't updating the balance immediately. Any news, including an expected resolution, will be posted to the Alert once available!
Re: Running Balance Column
Copout answer. That would not take away from any flexibility…it worked fine in Quicken classic for decades!
Invoice Customizing Quicken Simplifi
Hey there,
It would be great if, related to the Invoices on the Quicken Simplifi BP we could have some degree of customizing.
For example, putting our logo or brand within it.
Another would be the ability to, say, add a check box. If we were able to add one with an option to make it mandatory or voluntary, I could get a client to click to agree to that they have read and understand our "terms".
In my years of retail, doing this kind of thing radically reduces chargebacks at the CC level. If a client acknowledges they have read our terms in almost all cases, the chargeback goes the direction of the provider, not the consumer.
I was told by Global Merchant Processing that as long as we a page on our site which outlines our "terms" and a client tries to "dispute" a charge for most reasons, the company will side with the retailer because the terms are available in a public forum such as a website.