Best Of
Re: Allow users to classify an Investment Account as a non-investment account
Re: Credit Card Account – Replacement (edited)
I agree with @Flopbot , what I do is make the existing account manual, then when adding the account from the bank connection, link it to the existing account. It actually is the same account, just a different card number.
RobWilk
Re: Credit Card Account – Replacement (edited)
I’ve had to do this once while using Simplifi. I kept using the same type of card (Visa Chase Freedom), the last four digits just changed. When this occurred, I just went into Settings > Account and disconnected the old (bad #) card. Then, I reconnected the new (good #) card to that same exact account. In the register, you’ll see transactions for the old card followed immediately by transactions from the new card.
In my case, I add the last four digits of the card number to my account name, so I also had to adjust it there.
Flopbot
Re: Credit Card Account – Replacement (edited)
@RobWilk, @Flopbot, Thank you both for the reponses. With the details, I thought that would be the approach. I like the idea of making the account a manual account and then make it back active when the new card number is known. Thank you both again.
Missing HealthEquity HSA investment accounts
The HealthEquity integration has not been recognizing/updating investment accounts for several months now, with no updates. This is part of an unacceptable pattern of inconsistent/failed account aggregation over the course of several months without updates from Quicken. Hopefully one of the Quicken support staff can provide an update on the status of this onging issue.
mglev1n
Re: Best option for connecting Fidelity CMA, Brokerage, Credit Card and HSA accounts? (edited)
So far things have been good with Fidelity Inv & Retirement. Switched everything over 2 days ago. Fingers crossed…
AaronJB
Re: Profit and Loss graph - why are some months negative and others positive? (edited)
I realized that I categorized one of income as expense. Thank you.
TK_25
Re: [ONGOING] 9/12/25: Sallie Mae Bank & Sallie Mae Loan return an FDP-105 error
ONGOING 9/26/25
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: Manual Account Balance doesn’t add up with transaction
@Coach Jon The balance is now correct. It's so very very weird that they have a delay like that. Putting on my architecture hat I guess having a delayed/stored compute on balance as opposed to doing real time can save resources, especially compared to the scale of users Simplifi must have. But the fact that that compute IS being done when selecting all transactions as we did seems like a waste to not utilize that to update the balance in that moment, especially since having the discrepancy cost me real time in troubleshooting it.
Regardless. I guess add this to the list of bugs and if your devs need me to do anything else to troubleshoot, please let me know.