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My PayPal Cashback World Mastercard is updating it's balance, but transactions have not been appearing since 3/27. I tried everything the online chat people and the ai chat bot suggests, including resetting the connection and even deleting the card and institution entirely, waiting a bit, and adding them again. I have no…
Using Web Version: 6.13.0 (65355/ab764330c8): Today (4/7) I had a 4/6 pending transaction listed on my Transaction Activity for a credit card account in the Pending section. I clicked the "…" to edit the transaction, and changed the date to 4/10. Instead of it moving up to the timeline, or simply staying in the Pending…
I'm trying to use splits to break out my mortgage into principal, interest, and transfers to an Escrow account. For the Escrow account, I have a manually managed savings account that I use a transfer to update the balance. The past two months, I have been able to include the negative transfer in the spending plan as I want…
There needs to be a prompt when a user deletes something. Something like 'THIS IS GOING TO BE DELETED, ARE YOU SURE?'. This is basic UI going back to the like the 90s, I'm at a loss why its not here. I'm a little aggravated because I just tried to enter a SPLIT transaction by double clicking on the row and it deleted…
in quicken simplifi PayPal (Personal) is only showing "debit card transaction" where the payee should be. (Paypal Business works fine). how do i get the payee to show?
What happened to Tastytrade/Tastyworks connectivity? It was working until a few weeks ago and can no longer connect my account. Has support been lost for this institution?
Team I tried to add two new Citibank account but the authentication interface between Simplifi and Citi is failing.
Sadly seems this bank is no longer working with Simplifi. Please add it or fix! Thank you.
We have been made aware of an issue that Discover Credit Card users might encounter when trying to authorize or add their cards for the first time. After going through the Add Account process, the user will be directed to Discover's website, and after entering credentials, will get an error that says: "OAuth 2.0…
Its correct on the web app. Duplicates for recurring bills showing up each month in mobile app for some bills, not all. I noticed it because its flowing though to the Spending plan bills total and showing an almost overspent forecast. Edit : On a deeper dive it may be that the duplicates are from an older bill series that…
Could i get an update on the following: Empower Retirement returns an FDP-6000 error
Why hasn't Varo Bank been added to the list of banks that can connect automatically so that our transactions are downloaded. My husband opened an account this year and manual data entry is such a pain. Please link it Quicken, or at least tell us all the reason why you can't or won't. Thank you.
Recently US Bank's investment arm transitioned both their financial back-end to US Bancorp Advisors and completely redid their web platform. Is it possible to re-visit fixing the connection to US Bank investment accounts? (https://community.simplifimoney.com/discussion/9419/cant-add-u-s-bancorp-investments-accounts-edited)
When I mark a bill as Paid, a transaction is created by Simplifi. What happens when the payment clears the bank? Are the transactions merged? Does the one from the bank replace the original? If not, can you replace it manually?
When scrolling transactions with either mouse or sidebar in the app, the screen auto-adjusts back to the top of the screen in 2 seconds. I don't have time to edit the transaction. This wasn't happening befroe the last update
I haven't been able to connect to my Discover Card account for more two months. I followed the instructions in a similar discussion and I receive the following message: OAuth 2.0 Authorization Server error: invalid_redirect_uri error_description: One or more redirect_uri values are invalid. Given:…
We are currently seeing an issue with Westerra Credit Union returning an FDP-102 error in Quicken Simplifi. This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to provide on when a resolution can be expected, but we will post updates as soon as we do. If you would like to…
With Early Access enabled, Web App users will see a new “Beta” toggle we have upgraded most of the reports in the Reports section. Turning this on unlocks more robust versions of the following Reports: Spending Income Savings Net Worth What's New These Reports now follow the same layout as the current Income & Expense and…
We’ve made it even easier to understand your finances right from your transaction registers with the Spending and Income tabs! With Early Access enabled, you’ll now see three tabs at the top of your register on the Quicken Simplifi Web App: Transactions – your regular register view you’re already familiar with Spending – a…
We are currently seeing an issue with Navy Federal Credit Union returning a FDP-101 error in Quicken Simplifi. This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to provide on when a resolution can be expected, but we will post updates as soon as we do. If you would like…
Hello everyone! Here are the issues and features we were able to tackle with the 6.13.0 Web Release, released April 2nd: FIXED: The month names overlap each other in report graphs when run over time for an extended date range. FIXED: The first click when selecting a payee during Payee Watchlist creation does not check the…
We are currently seeing an issue with VyStar Credit Union returning an FDP-106 error in Quicken Simplifi. This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to provide on when a resolution can be expected, but we will post updates as soon as we do. If you would like to be…
We’ve made an update to improve navigation and help you access key actions more quickly in the Web App! This enhancement is currently available in Early Access. The Notifications, Help Center, Settings, and Profile menu options have been moved to the top-right corner of the screen. These options will now remain visible as…
Happy April Fools! No fake feature announcements here today, just a safe space to admit how we sometimes try to fool our own Spending Plans and budgets! We all have that one category we conveniently "forget" to check, or that one purchase we try to creatively categorize. Let us know what the most ridiculous mental…
If you want to post a to the community, just click the “New Post” button on the Homepage or on top of each thread page. Here, you may see a few options in the dropdown: Ask a Question: if you just have a question about how to do something in Simplifi, select this option. You'll be notified via email if someone has answered…
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[ONGOING] 3/4/26: The Golden 1 Credit Union returns an FDP-105 error
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