fix problems on Quicken Simplifi [iphone]

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—— Run into issues on Quicken Simplifi? Get help pending when official support gets back to you!

Quicken Simplifi: Budget Smart
Info:
company: Quicken Inc.
: https://help.simplifimoney.com/en/
: www.quicken.com
Chat with our AI-based Quicken Simplifi Support
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Payments issue

Inaccurate transaction tracking

Fix: Double-check your bank account settings within the app to ensure they are correctly linked. Go to the settings and verify that your bank acc... ⇲
 
Slow issue

Slow loading times

Fix: Clear the app's cache by going to your device settings, selecting the app, and choosing to clear cache or data if available. This can help i... ⇲
 
Network issue

Limited bank connectivity

Fix: Check the list of supported banks within the app settings. If your bank is not listed, consider reaching out to your bank to see if they can... ⇲
 
Data issue

Missing historical data in projections

Fix: Manually input historical data into the app to create a more accurate projection. This can be done by reviewing past statements and entering... ⇲

No cash flow visibility

Fix: Manually track your cash flow by creating a simple spreadsheet that lists your income and expenses to get a clearer picture of your cash flo... ⇲
 
Downloads issue

Inability to export reports

Fix: Check if there are any updates available for the app that might include this feature. Sometimes, new features are added in updates. OR As... ⇲
 
Settings issue

Difficulty in categorizing transactions

Fix: Create a list of categories that you frequently use and refer to it while categorizing transactions. This can help streamline the process.... ⇲
 
Bugs issue

Recurring bills not rolling over

Fix: Check the settings for recurring bills to ensure they are set up correctly. Make sure the frequency and start date are accurate. OR If th... ⇲

Feature to change past transaction categories is broken

Fix: Try deleting the transaction and re-entering it with the correct category as a workaround until the feature is fixed. OR Keep a record of... ⇲

Transactions sometimes disappear

Fix: Regularly back up your transaction data by exporting it to a spreadsheet or document to prevent loss of information. OR If transactions d... ⇲
 
Compatibility issue

Manual entry required for unsupported banks

Fix: Keep a detailed log of your transactions in a separate document or spreadsheet to make manual entry easier and more organized. OR Conside... ⇲

Lack of iPad version

Fix: Use the iPhone version on your iPad by downloading it from the App Store. You can enlarge the app to fit the iPad screen, though it may not... ⇲
 
Syncing issue

Inconsistent balance updates

Fix: Regularly refresh your account balances by pulling down on the account screen to ensure you have the latest information. OR If balances a... ⇲
 
Support issue

Unresponsive customer support

Fix: Check the app's help section or FAQ for common issues and solutions that may address your concerns without needing to contact support. OR... ⇲
 
Customization issue

No option to exclude categories from reports

Fix: Manually filter your reports by reviewing the data and excluding unwanted categories in your analysis. OR Consider using a spreadsheet to... ⇲

Limited customization options for reports

Fix: Use external tools like spreadsheets to create customized reports that meet your specific needs, allowing for greater flexibility. OR Kee... ⇲
 
UI issue

Overly complex navigation

Fix: Create a list of the most important features you use and bookmark them for quick access to simplify your navigation experience. OR Take a... ⇲
 
Account issue

Frequent account reconnections needed

Fix: Check your internet connection and ensure it is stable, as frequent disconnections can cause the app to lose connection to your accounts.... ⇲
  Have a specific Problem? Resolve Your Issue below:
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 what users are saying
Good experience
82.3%

Bad experience
13.6%

Neutral
4.1%

~ from our NLP analysis of 4,726 combined software ratings.

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 Private Data Quicken Simplifi collects from your iPhone
  1. Data Used to Track You: The following data may be used to track you across apps and websites owned by other companies:
    • Identifiers
    • Usage Data
  2. Data Linked to You: The following data may be collected and linked to your identity:
    • Financial Info
    • Contact Info
    • Identifiers
    • Usage Data
    • Diagnostics

  Cost of Subscriptions
  1. Quicken Simplifi Annual Plan: $71.99 Get started with a discount offer
  2. Quicken Business & Personal: $95.90 QBP Yearly Subscription