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[ONGOING] 5/15/25: Target Red Card - Missing Transactions
We are currently seeing an issue with Target Red Card not downloading transactions in Quicken Simplifi. This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to provide on when a resolution can be expected, but will post updates as soon as we do.
If you're experiencing this issue in Quicken Simplifi, we recommend manually entering the missing transactions while the issue is being worked on to keep an accurate and up-to-date register: https://support.simplifi.quicken.com/en/articles/3348103-managing-transactions-in-quicken-simplifi#h_85ca9fed99
If you would like to be automatically notified of any updates regarding this issue, please "bookmark" this Alert by clicking the bookmark ribbon in the upper right corner.
Thank you!
CTP-13069
Re: Planned Spending "Last Six Months" Average is overinflated (edited)
@DryHeat, the graph still shows the current month included —
Which means that this Idea post is likely still valid with the new design:
Re: College Savings Iowa 529 - FDP-106
Just checked. Looks to be working now. Not sure how or why.
Re: Is it possible to set up tracking for prior years for tax purposes? (edited)
I agree with the reply above. Importing transactions works best when you set up the tags or categories you want to track for tax purposes prior to importing. That makes it easier to assign to the imported transactions and the import file allows you to assign tags in it.
UrsulaA
Re: Certain transactions always come auto flagged as "exclude from spending plan" (edited)
Simplifi excludes transfers between accounts and balance adjustments from the spending plan by default. Also, can you share some screenshots for us to understand your question better and help you?
UrsulaA
Re: Can't add Fidelity Cash Management Accounts
@JCBFranklin If you just opened the account today, it may take until tomorrow to connect it. I opened my Fidelity CM a month or so ago, and I believe I had the same issue. It would show up so I could enable it on Fidelity's end, but it wasn't quite ready to be connected to Simplifi. I connected it with no problem either that night or the next day. I don't remember which.
I would say try again tonight or in the morning.
SRC54
Re: Can't add Fidelity Cash Management Accounts
OK, I will try again later tonight and then again tomorrow and report back with updates for future reference.
Thank you all for your help.
Re: Ability to run Reports by Subcategory (edited)
I agree with your idea @ScottSimplifi - the income over time stacked bar chart should behave the same as the spending over time stacked chart with the sub categories shown.
UrsulaA
Re: Ability to run Reports by Subcategory (edited)
Thanks for posting your suggestion to the Community!
I have gone ahead and turned this into an Idea post so that other Users can vote on it; please be sure to add your vote as well!
-Coach Natalie