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Re: Request: link U.S. Bank retirement accounts

Gotcha, I'll be sure to bookmark that post for any updates. Thank you!

mattyrazz7

1

Re: Break down the Personal Taxes Report by Form > Line Item (edited)

I would add to this, for W-2 Salary, we also need it to aggregate and summarize the data for both income and expenses together. For example, the W-2 Income amount is going to be Salary Income - Pre-Tax Deductions. If these categories are assigned to the same Salary Income W-2 line item to signify pre-tax deductions there should be an easy way for the tax form to show the net amount so that you can compare to W-2's received to ensure accuracy.

I would summarize by line item based on the categories assigned.

TiggerTrainer

1

Re: Issue: Wings Financial Credit Union repeatedly requesting MFA on every refresh

Hello @jskup,

Thanks for reaching out! When you connect your bank to Quicken Simplifi, your accounts with that bank are updated every time you sign in. If you’ve connected a bank but prefer not to have it update daily — or if you receive a multi-factor authentication (MFA) prompt every time you sign in — you can adjust the update frequency in Quicken Simplifi. Our support article here goes over how to do this in detail: https://support.simplifi.quicken.com/en/articles/10338690-managing-when-your-connected-bank-updates#h_0241b1a8d7

I hope this helps!

-Coach Jon

Coach Jon

1

Re: Account to Account Transfers (A2A): Share your feedback here!

Hi! Would be wonderful if A2A transfers were appropriately reflected in Cash Flow until they post. As it stands, these transfers are only reflected if you have your balances set to show as "Balance with Pending" — but if your bank's reporting of balances and pending transactions requires you to use the "Bank Balance" display option, then the A2A transfers don't show up in Cash Flow as an expected transfer and so you have to do manual math.

bob303727

1

Re: [ONGOING] 06/03/25: HealthEquity Returning $0 Account Balance

ONGOING 11/11/25

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!

Coach Jon

2

Re: Ability to see all selected accounts in a single line on the graph in Bills & Income>Cash Flow

With direct deposits going into multiple checking accounts—not having the ability to merge accounts together to track multiple accounts in one plot is a huge bummer.

bennorton

1