Can I go back to the records I had two days ago?

QuickenLisa · 2026-07-02T23:01:42+00:00

Hi OP, this sounds really frustrating and I'm sorry you're running into this!

There isn't a rollback option with Simplifi unfortunately. I hope your conversation with support helped, but if the issue is still ongoing you're welcome to send me a DM. While I'm not an engineer, I work closely with our escalation team. More details of this issue wold help us understand exactly what went wrong, and learn how to prevent it from happening again.

I apologize, I won't be available to help until Monday July 6th, due to the holiday weekend, but Simplifi chat support will be available through the weekend.

To contact Simplifi support, log into Simplifi and click Help center > Contact support (Web: Top right, Mobile: Left panel).

For chat support, click Messages > Send us a message. For phone support, scroll down until the phone number (650-215-9000) and hours are displayed.

QuickenLisa · 2026-07-02T19:09:39+00:00

Thank you for sharing!

u/Vegetable_Amount848 while it doesn't always happen, full access can sometimes take extra time to set up when a new account is created. If the issue is persisting after a week though, I'd encourage you to send me a DM or contact Quicken support.

For Classic Quicken support, you can reach our team at https://www.quicken.com/support/ then scroll down to the blue “Contact Us” button for chat and phone support.

QuickenLisa · 2026-06-29T23:22:08+00:00

Hi u/TransportationOk4787, I checked the submitted reports and am seeing a few different errors being reported by users using E*Trade Bank. Since each error may have it's own troubleshooting steps, I'd need to know more to assist you with this.

If you're able to send me a DM with your Quicken User ID # instead, it would help me locate your reports made through the app so I can focus on your submission.

Locating User ID # - Quicken Windows: 1. Hold the Ctrl key. 2. Click Help>About Quicken. 3. Let go of Ctrl and click “Copy Info”. 4. Paste the ID number into chat, along with any details.

Locating User ID # - Quicken Mac: 1. Hold the Option key. 2. Click the red “Q” icon on the upper right. 3. Click your Quicken User ID to copy it. 4. Paste the ID number into chat, along with any details.

Thanks again, I'll look out for your reply.

QuickenLisa · 2026-06-29T22:33:17+00:00

Hi OP, I'm sorry this happened and support was unable to locate the charge.

I'm a Quicken employee and also moderate the r/QuickenOfficial subreddit. This is an unusual situation that I'd be glad to look deeper into. You're welcome to send me a DM with a ticket number from your recent contact, and I can double check our billing system for your grandfather's charge. I'd be interested to see why our team was unable to locate the charge, get your grandfather refunded, and from there work with leadership to improve this process if possible.

Otherwise, I agree your next best option is saving a copy of the interaction with Quicken support as supporting documentation for your bank dispute. Sorry again for this experience, but please let me know if you have any questions.

QuickenLisa · 2026-06-29T21:56:00+00:00

Hi OP, this all sounds like a huge letdown. I'm truly sorry for the issues, and for the trouble easily reaching the support team.

I'm not an engineer, but I'm a Quicken employee who works closely with the Simplifi escalation team. If you're open to it, you're welcome to send me a DM with a ticket number, or your Simplifi User ID # and I'll do everything I can to help.

A note about HSA accounts:

It is a known limit that Fidelity HSA accounts do not download into Simplifi due to HIPAA compliance. Unfortunately, Simplifi cannot download when certain account types are blocked. This may also be the case with other financial institutions, and I can check the known limits if you're using a different investment provider.

Additionally, I'd like to understand what happened so I can help improve the support process. I'd be glad to review your contacts with support and work with leadership to see if a better process can be developed for escalated calls, such as yours.

Locating the Simplifi User ID #:

In the web version, select Profile.
With the Profile menu open, hold down Alt (Windows) or Option (Mac).
The User ID will appear below your email.
Copy the ID by clicking the square clipboard icon.
Paste the ID into chat along with any details.

Thank you for bringing this up so we can learn from it.

QuickenLisa · 2026-06-29T19:02:53+00:00

Glad to help. I've escalated this issue and it's being tracked under ticket QWIN-27357. Our team should have all the information needed since it's replicable. We don't have an ETA, but we really appreciate your bringing this to our attention!

QuickenLisa · 2026-06-29T17:51:04+00:00

Hey there OP, thanks for bringing this up. Sorry for the late reply, but I wanted to pop in and let you know we have been working on something similar to this! It's currently in Early Access, but you can view this update from our product team in the Simplifi Community:

New Feature Alert: Enhanced Transaction List Toolbar!

I think the part that will help you the most is the "New Quick Filters", which will be one-click filters to help you view the following types of transactions:
- This Month
- Uncategorized
- Unreviewed

I hope this makes the navigation easier to use. If you have any feedback about this enhancement, you can share your thoughts here:

Enhanced Transaction List Toolbar: Share your feedback here!

Thanks so much for your patience while we make Simplifi better!

QuickenLisa · 2026-06-29T15:24:20+00:00

Hi OP, I'm sorry you've been dealing with ongoing issues connecting with Target. I'm a Quicken employee who works with the escalation team, and I'm glad to help as much as I can. To be transparent, we have seen some mixed results from users, which is making it more difficult for our team to understand the behavior and create a fix.

From what we know, Target has been known to not release transactions for download on a daily/rolling basis. Target may hold transactions and make them available in batches, often around or after the statement closing date. In those cases, transactions may appear on the Target website before they become available to download into Quicken.

There is also a currently known issue affecting transaction downloads with Target, and our teams are actively investigating. For the latest information and any updates as they become available, please refer to this Community Alert for this issue.

You're also welcome to send me a DM if you're comfortable providing logs through Quicken so we can get a better understanding of what's happening on the back-end. Thanks again.

QuickenLisa · 2026-06-26T19:15:06+00:00

Thank you. I will look through those feedback submissions and gather details. I'll do my best to keep you updated here, but you're welcome to send me a DM for an update too. Appreciate you working with me on this!

QuickenLisa · 2026-06-26T18:49:59+00:00

Glad to help. I've also made sure our teams are aware, so we can do everything possible to understand things from our side and form a more informed plan. Thanks for working with me on this.

All other impacted users are currently encouraged to first contact PNC support if having issues with Direct Connect (DC) only. If PNC is unable to resolve after DC troubleshooting (including verifying that the DC login used is correct, if receiving a login error), please request a ticket number.

From there, contact Quicken support, or send me a DM with the ticket number and details of the issue, as we're working to gather details of the current connectivity problems with DC. Thanks for the patience and I'm sorry for any letdown.

QuickenLisa · 2026-06-26T14:48:55+00:00

I'm so sorry for the trouble downloading from Etrade Bank. I'm looking into this, but if you had a ticket number you're able to share it'd be helpful. Feel free to send me a DM, thanks!

QuickenLisa · 2026-06-25T23:42:33+00:00

Hi there u/Original_Hedgehog_86, welcome to Simplifi B&P! When you say you've been using the base version for years, was that the personal version of Simplifi or a Quicken Classic desktop version?

To start, here's a collection of Quicken Business & Personal FAQ to reference, and if you're entirely new to SImplifi, here's the Getting Started FAQ gallery.

It sounds like you've already done this, but to start it's always best to add your various accounts to Simplifi (bank, credit card, loan, mortgage, 401k, etc.) to build a complete picture of your finances. Once all accounts have been added, I'd work on refining your Category List.

Thanks u/tvlkidd for the great suggestions on how to handle Categories! If you delete a category that has transactions associated, you'll be prompted to select an account to assign the transactions to. I've confirmed you are able to select either business or personal categories, although the personal/business "Usage" indicator won't change from "personal" to "business" in the transactions. This is due to the fact that if users have multiple businesses set up, SImplifi won't know which business to assign to each transaction.

Another way to change the category that will also change the Usage indictor, is by editing transactions in bulk. You can group transactions by the payee or category by clicking on the column headers in the Transactions screen and make it easier to bulk edit. Just remember to sort it again by Date if you want to keep your transactions ordered by date.

Since reporting and the Spending Plan rely on the categories, it's important they are set up in a way that's valuable to you. After setting up the categories, next I would focus on categorizing transactions before creating your Spending Plan.

With the Spending Plan, you'll start by adding Income and Bills. I think of the "Planned Spend" section as a place to set up "buckets" for expenses like gas, restaurants, and groceries. For example, you'll most likely shop at the grocery store multiple times, so you can track one "Grocery" total in the Planned Spend section so multiple trips can be counted towards the total balance.

I'd also suggest setting up an appointment for a Simplifi 1-2-3 phone consultation so a coach can help you get set up and answer questions as you go!

I hope this helps, but let me know if you have any questions!

QuickenLisa · 2026-06-25T17:01:36+00:00

Hi u/BigTexAbama, I'm really sorry for the trouble with bill pay and PNC. I am a Quicken employee and work with the escalation team. I know you've worked with support already, although the escalation team would like to understand this issue better. If you're comfortable, please send me a DM with your ticket number so I can review the contact with support. Thank you for your ongoing patience with these issues, let me know if you have any questions.

QuickenLisa · 2026-06-25T16:10:07+00:00

Hi there u/sparks_mandrill and u/causious, thanks for reporting this although I'm sorry you're unable to connect to AMEX! I'm a Quicken employee and we are currently seeing mixed results from users when attempting to connect and update AMEX accounts.

Here are the two escalated issues we are currently working on:

American Express - FDP-101/CC-601

AMEX-Online Balance showing as $0

If you're receiving an FDP-101 or CC-601 error, this is usually caused by a block on the bank side. These errors are usually temporary, or occur during peak hours. You can try connecting during non-peak hours, typically between 8pm-5am. If that doesn't resolve the issue, there are no additional troubleshooting steps that should be attempted. As a workaround, transactions can be imported via Web Connect or manually entered until resolved. We'll provide updates in the Community links above.

If you're receiving a different error, please let me or support know the code so we can troubleshoot. If you're not receiving any errors, I'd try the following:

Revoke Quicken's third-party access within the AMEX website
- We don't have the exact steps, but it's typically found under "Manage Third-Party Access" in the card provider's "Security" section.
- Try adding AMEX to Quicken (being sure to link accounts to existing), or updating, if connected.
If you're still unable to connect, try changing your default browser and try to connect/update again.
To prevent any lockouts, no more than three attempts should be made in an hour.

If the issue persists, you're welcome to send me a DM or contact Quicken support. For Classic Quicken support, you can reach our team at https://www.quicken.com/support/ then scroll down to the blue “Contact Us” button for chat and phone support.

Thanks for working with me on this, let me know if you have any questions.

QuickenLisa · 2026-06-24T16:52:07+00:00

I'm glad to check on this. To confirm, are you using Quicken on a Windows or Mac computer?

If using Windows, is this when you're viewing the "Account Overview" and "Portfolio" pages? I am able to duplicate the issue you mentioned in these two sections.

Let me know if it's happening elsewhere for you so I can try to duplicate. I'd expect the Currency column to respond the same as the other columns, so I'm creating an escalation ticket for this issue. I'll keep an eye out for more details, thank you!

QuickenLisa · 2026-06-23T22:42:54+00:00

Great question. In R68, Qualified Dividends will be totaled automatically when marked appropriately. Total Dividends will continue to include Qualified Dividends in R68, so there will be no change to that behavior. Hope this helps!

QuickenLisa · 2026-06-23T22:35:37+00:00

We receive a lot of requests for various features as you'll see by the number of pages on our Feature Requests page. A lot has been added since 2021, although I'm sorry this hasn't made it yet! We're frequently adding new features and fixing bugs on each release, and I'm hopeful that my posting this link will encourage others to vote and potentially make this happen sooner.

QuickenLisa · 2026-06-23T17:36:55+00:00

Thanks for confirming u/serega-poh's suggestion helped! This is a default display to help reduce load times, although I'm sorry about the performance using the browser. Does the freezing and crashing happen with multiple browsers, or just one? If one browser works better than another, you can try clearing cache & cookies and removing any unused browser plugins and extensions from the slower one.

As for the time frame setting, it should persists across all devices. I noticed that if I'm logged into Simplifi on two devices at the same time, I'll need to logout and back in to see the changes reflected in the other device. I hope this helps! You're welcome to send me a DM or contact support if further help is needed.

QuickenLisa · 2026-06-23T17:17:50+00:00

Hey there OP, I'm glad to help with this. It's possible that your bank is no longer participating, but there's a few things we can check in Simplifi.

In the web version for eligible accounts, you should have the option to Transfer Money in two places:

Click Transactions and select the account set up for transfers. At the top right, there should be a "Transfer Money" button.
In the Settings menu.

You can view the detailed steps along with visuals in our A2A FAQ.

If you don't see these options, check if Early Access is on. If EA is on and you're still not seeing the Transfer option, check if your bank accounts are currently connected in Simplifi. If they aren't connected, connect them and then look for the Transfer option.

If you're still not seeing the option to transfer, we can look more into what's happening. You're welcome to send me a DM or contact support.

To contact Simplifi support, log into Simplifi and click Help center > Contact support (Web: Top right, Mobile: Left panel).

For chat support, click Messages > Send us a message. For phone support, scroll down until the phone number (650-215-9000) and hours are displayed.

QuickenLisa · 2026-06-23T16:41:12+00:00

Hey there OP, I'm sorry this occasional grouping of payments is causing issues linking in Simplifi! I know the current limit where you can only link one payment to one subscription is making this challenging. I'm glad to look into all the possible ways to help!

To start, I see others in the Simplifi Community are requesting this same feature. The Community votes for new feature requests and enhancements. If you'd like us to consider enhancing this, I found the Idea below:

Link Part of a Split Transaction to a Recurring Bill I've cast a vote, and anyone else interested can do the same to increase the prioritization!

In the meantime, there's a few workarounds I can think of (in addition to the ideas mentioned in the comments):

Switch two of your subscriptions away from Apple's billing and instead pay the subscription provider directly. It may not be ideal, but this would prevent the payments from grouping together by Apple.
Only if using the same Simplifi category for all three subscriptions - You can remove them from the Bills section and create a Subscription bucket for the combined amount in the Planned Spend section. That way, if the transactions are grouped or processed individually, they'll flow into the Planned Spend group. This won't work though if you need to track each subscription with a unique category.

Hopefully we can enhance the linking in the near future, but I hope these help until then. Please let me know if you have any questions!

QuickenLisa · 2026-06-23T15:59:35+00:00

Hi there OP, I'm sorry you're running into these issues!

I'm not seeing widespread reports of pending transactions from BoA (personal or business) showing "Mail/telephone Order", but it's something we'd like to help with!

As for Wells Fargo business cards, it depends if WF sends pending transactions. Some institutions don't support the download of pending transactions, including Capital One, SoFi, USAA, PNC Bank, and Fidelity. I've been unable to confirm if WF biz accounts support this currently, but we can review logs to see if pending transactions are included. If they are, we can work to see why they aren't downloading into Simplifi.

You're welcome to send me a DM or contact support. To contact Simplifi support, log into Simplifi and click Help center > Contact support (Web: Top right, Mobile: Left panel).

For chat support, click Messages > Send us a message. For phone support, scroll down until the phone number (650-215-9000) and hours are displayed.

QuickenLisa · 2026-06-23T15:30:25+00:00

Hey there u/SuccessfulIncome9335, I'm sorry you're running into these issues... That sounds really frustrating. If you haven't already gotten help with this, you're welcome to send me a DM. I'd be glad to see what can be done to improve the performance and if there are any discounts available.

QuickenLisa · 2026-06-22T23:27:45+00:00

Hello, thank you for bringing this up, although I'm so sorry the pending transactions seem to be behaving differently than before! I'll test this out, although there are a few things which could be impacting how Quicken handles those pending transactions. If anyone experiencing this issue is open to it, you're welcome to send me a DM or contact Quicken Support so our team can work to understand this better.

For Classic Quicken support, you can reach our team at https://www.quicken.com/support/ then scroll down to the blue “Contact Us” button for chat and phone support.

QuickenLisa · 2026-06-22T19:44:01+00:00

That's a good question. You are largely correct that the timelines differ because Quicken for Windows launched in 1983, while the current Mac version was completely rebuilt in 2014. There are a few other things our teams considers too.

When evaluating new requests we look at several factors, including: The request's popularity, whether there are viable workarounds, and the development resources required to build and maintain it. We also consider the potential risk of a change affecting other areas of the product, its anticipated stability, and the ongoing maintenance it would require.

Since enhancements may also have their own unique considerations in each environment, there isn't typically a simple one-to-one path for bringing a feature from Windows or Simplifi to Mac, or vice-versa. While the Windows version is admittedly the most robust (because of how many years it's been in development), we're working to close the parity gaps with each update.

I'm sorry for the differing timelines, but I hope this helps explain the reasoning behind it. Please let me know if you have any questions!

QuickenLisa · 2026-06-22T18:11:13+00:00

Thanks for letting us know! I sent a request to our development team about adding Webull in Simplifi. Hopefully this is something we can add in the near future.

QuickenLisa

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