Quicken–Budget & Money Planner (aka Simplifi) sold, but not working in Canada

Jason Silverman
Jason Silverman Member ✭✭

I subscribed (through the Canadian App Store) to "Quicken—Budget & Money Planner", which is the same app that is offered in the US as "Quicken Simplifi". Since subscribing, I have tried to connect all of my Canadian bank accounts (as advertised in the app's description), but I have encountered the following major issues:

  1. While my accounts from Scotiabank were added successfully, I need to manually confirm with my bank's 2FA that I am trying to access my account every single time I use the Quicken app. I have not seen this behaviour on other apps that link to the same bank (e.g. Mint and YNAB).
  2. I have been unable to connect PC MasterCard at all. When I contacted Quicken support I have been told:
    1. You can't use Simplifi in Canada. It is only designed to be used in the US, or
    2. It's your bank's fault. They are blocking us.

Both of the above issues are not issues in YNAB or Mint (prior to it shutting down). I was drawn to Quicken Simplifi's simpler design and concept. While I still like the design of the app, it is not currently functional in Canada despite Quicken collecting subscription fees for the app.

Are other Canadian customers in a similar boat? Is anyone from Quicken able to weigh in on why Quicken support doesn't know that this product is being sold in Canada? Is this product going to get fixed, or should I be seeking a refund?

Comments

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭

    This is the "Quicken Classic" forum, not the "Quicken Simplifi" forum:

    https://community.simplifimoney.com/

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  • Chris_QPW
    Chris_QPW Member ✭✭✭✭

    Also note that this is the Quicken.com Canada site and I don't see Simplifi mentioned:

    https://www.quicken.com/canada/product-selector-ca

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  • Quicken Kristina
    Quicken Kristina Moderator mod
    edited January 8

    Hello @Chris_QPW,

    Simplifi is now available in Canada also. It's a very recent change. However, as you already stated, Quicken Simplifi's Support and Community are separate from Quicken's Support and Community.

    Thank you!

    Quicken Kristina

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  • Jason Silverman
    Jason Silverman Member ✭✭

    Thanks @Quicken Kristina - I previously (maybe 10 days ago) tried to get support on the Simplifi site and was told that Simplifi wasn't available in Canada … by two different support staff. So hopefully that situation is improved.

    I'll try again …

  • Jason Silverman
    Jason Silverman Member ✭✭
    edited January 8

    For the record, here is a screenshot of what mods over on the Simplifi website are providing to Canadians seeking support …

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭

    Yet me get this straight. Simplifi is available, but not on the Canadian website, and the "Coach" from Simplifi states there isn't any support?

    Someone at Quicken Inc needs to get their act together.

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  • Jason Silverman
    Jason Silverman Member ✭✭

    Simplifi is available through the iOS App Store in Canada (it's not called Simplifi, but it is Simplifi).

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    edited January 9

    Thanks for that clarification. I still feel that Quicken Inc is way behind the curve on this for getting the right information out. Most likely because they got caught blind sited by Intuit shutting down Mint and having a lot more potential customers, that they want to try to grab while they can.

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  • Jason Silverman
    Jason Silverman Member ✭✭

    I completely agree. It feels like they rushed the rollout into Canada in light of the opportunity. Unfortunately the early adopters in Canada (who are spending money on the service) are getting a subpar product and really poor support. While the technical issues are a real problem, the support issue is really inexcusable as that's an internal communication problem. They just needed to let their support staff know that the Canadian rollout was happening and how to respond to technical issues.

  • Quicken Kristina
    Quicken Kristina Moderator mod

    Thanks for your reply,

    That screenshot from the Simplifi Community is dated January 2023. Simplifi being available in Canada happened very recently. The announcement I saw was dated 5 Jan 24.

    I'm sorry to hear you've been having a negative experience with support so far. It looks like you managed to subscribe to Simplifi before it was officially supported for Canada, which would explain why Support was telling you it's not available there. Hopefully, they'll be able to better assist you now.

    Thank you!

    Quicken Kristina

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  • Jason Silverman
    Jason Silverman Member ✭✭

    Whoops. Thanks for pointing that out @Quicken Kristina, however I will tell you that I was told the same thing via online chat with support staff at Simplifi during December, AFTER the app was available for sale in Canada. Again, I know this isn't the CSR's fault, but it was frustrating that the service launched in such a partial way (app, but not support documentation or website information).

    I'll keep working with Simplifi support to see if this service can work for me.

This discussion has been closed.