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NEW 10/23/26: Wells Fargo - Incorrect Balance

Announcement Coach Natalie 342 views 0 comments 0 points Started by Coach Natalie October 23 Current Online Banking Issues

Mobile Release 6.42.0

Announcement Closed Coach Natalie 119 views 0 comments 0 points Started by Coach Natalie October 22 Updates From the Product Team

Web Release 6.42.0

Announcement Closed Coach Natalie 134 views 0 comments 0 points Started by Coach Natalie October 22 Updates From the Product Team

NEW 10/21/26: Nuvision Credit Union - Missing Transactions

Announcement Coach Aldair 21 views 0 comments 0 points Started by Coach Aldair October 21 Current Online Banking Issues

NEW 10/21/26: Pelican Credit Union - FDP-2505 / EWC+ Authentication Redirect Failure

Announcement Coach Natalie 14 views 0 comments 0 points Started by Coach Natalie October 21 Current Online Banking Issues

NEW 10/20/26: Marcus by Goldman Sachs returns an INTERNAL_SERVER_ERROR

Announcement Coach Aldair 36 views 0 comments 0 points Started by Coach Aldair October 20 Current Online Banking Issues

UPDATED 10/19/26: Discover / Capital One FDP-101 error

Announcement Coach Aldair 167 views 1 comment 0 points Most recent by Coach Natalie October 19Current Online Banking Issues

What Was Your First Ride?

Announcement Coach Aldair 200 views 6 comments 0 points Most recent by RobWilk October 16The Water Cooler

How to post to the Community

Announcement Closed Coach Kathryn 1.4K views 0 comments 5 points Most recent by Coach Kathryn September 2019Using the Community

Getting the most out of the Community

Announcement Closed Coach Kathryn 327 views 0 comments 4 points Most recent by Coach Kathryn September 2019Using the Community

Morgan Stanley Communication Issues

juddmd31 2 views 0 comments 0 points Started by juddmd31 8:47AM Adding and Updating Accounts

use AI on Quicken simplifi

GE001 2 views 0 comments 0 points Started by GE001 5:48AM Managing Your Transactions

314

Ability to sync Amazon/Major Retailer/Big Box order details [edited] (1 Merged Vote)

In Review jonathanhle 5.3K views 95 comments 314 points Most recent by GE001 5:39AMFeature Requests

Status of CIT Bank connection issue FDP-102 error (edited)

TS5150 767 views 22 comments 0 points Most recent by CheapskateAdvocate 5:17AMAdding and Updating Accounts

We need the amazon Retail Purchase Categorization feature for Simplifi (edited)

sklei 58 views 3 comments 1 point Most recent by GE001 3:40AMFeedback

Morgan Stanley

Question juddmd31 6 views 0 comments 0 points Started by juddmd31 1:31AM Troubleshooting

How to Transition from Discover to Capital One? (edited)

Answered Cschaumburg 109 views 4 comments 0 points Most recent by JC. October 23Adding and Updating Accounts

Keypad appears, disappears, and cannot be brought back up for recurring setup on iPad pro

RobWilk 135 views 13 comments 0 points Most recent by RobWilk October 23General Troubleshooting

Transaction Review: Share your feedback here!

Announcement Coach Natalie 870 views 56 comments 0 points Most recent by birbyb October 23Feedback

Comparison Reports: Share your feedback here!

Announcement Coach Natalie 187 views 11 comments 0 points Most recent by Coach Natalie October 23Feedback

New Feature Alert: Comparison Reports!

Announcement Closed Coach Natalie 402 views 1 comment 0 points Most recent by Coach Natalie October 23Updates From the Product Team

New Feature Alert: Transaction Review

Announcement Closed Coach Natalie 757 views 3 comments 0 points Most recent by Coach Natalie October 23Updates From the Product Team

Limit Transactions Shown on the Transactions Page - "Since YYYY" (edited)

K37JJ43BR 111 views 11 comments 0 points Most recent by DryHeat October 23Feedback

RESOLVED 10/23/26: AMEX AuthUser credit cards cannot be reconnected after a connection reset

Closed Coach Aldair 208 views 3 comments 0 points Most recent by Coach Natalie October 23Current Online Banking Issues

New Feature Alert: Logos for Recurring Series!

Announcement Closed Coach Natalie 486 views 1 comment 0 points Most recent by Coach Natalie October 23Updates From the Product Team

Expense Receipts for Quicken Business & Personal: Share your feedback here!

Closed Coach Natalie 273 views 7 comments 1 point Most recent by Coach Natalie October 23Quicken Business & Personal Feedback

Unable to add Apple Card/Apple Wallet (edited)

brianperry263 179 views 11 comments 0 points Most recent by jaarso October 23Adding and Updating Accounts

2

QBP: Add Reply‑To Address for Invoice Emails (edited)

Active michaelbester 33 views 1 comment 2 points Most recent by aikimike October 23Quicken Business & Personal Feature Requests

TJX Rewards Credit Card (Synchrony Bank) — FDP-109 (Edited)

Jeannette 29 views 1 comment 0 points Most recent by Coach Aldair October 23Adding and Updating Accounts

15

add X Money integration

Active Steve618 710 views 28 comments 15 points Most recent by wavehowie October 23Report Missing Financial Institution or Biller

Quicken Simplifi FDP-101 and 107 with WSECU

Some Person 49 views 2 comments 0 points Most recent by Victoria757575 October 23Adding and Updating Accounts

2

Preserve Report location when navigating back from a drilldown view (edited)

Active Steve M 22 views 1 comment 2 points Most recent by Steve M October 23Feature Requests

UPDATED 10/23/26: Recurring series reminders do not appear in reminder lists

Announcement Coach Aldair 201 views 1 comment 0 points Most recent by Coach Natalie October 23Known Product Issues

17

QBP: Ability to add a Date Range to the Balance Sheet Report (edited)

Active gpobrien001 265 views 14 comments 17 points Most recent by moneymoneymoney111 October 23Quicken Business & Personal Feature Requests

27

Please have 2FA available via QR Code/Apps when signing into Simplifi (edited)

Active leos 360 views 14 comments 27 points Most recent by moneymoneymoney111 October 23Feature Requests

1

Add a historical and projected balance chart directly to each account (edited)

Active imagoony 17 views 0 comments 1 point Started by imagoony October 23 Feature Requests

1

Show Past Paid Bills and Received Income in Bills & Income > Overview Reminders List (edited)

Active Zamboney24 12 views 0 comments 1 point Started by Zamboney24 October 23 Feature Requests

Feature Request: Historical Account Balances and Projected Financial Progress

imagoony 8 views 0 comments 0 points Started by imagoony October 23 Feedback

Spending Dashboard: Share your feedback here!

Announcement Coach Natalie 3.6K views 168 comments 1 point Most recent by MishaM October 23Feedback

I can no longer see "paid" past reminders in Bills & Income (edited)

TerryV6 194 views 8 comments 1 point Most recent by Zamboney24 October 22Troubleshooting

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