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Here, you'll find all of the known issues related to Online Banking and Quicken Simplifi. Note: Community Alerts are for informational purposes only and are therefore closed to comments.
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Oh no, it’s back! We dealt with this error last fall for some time. It was finally resolved but now it’s happening again. I can no longer successfully connect to EQ Bank. Nothing has changed with any of my accounts there. This has been going on for several days now (maybe a week). I have tried several times to ‘Reconnect…
Getting "Invalid Symbol" for one or more Fidelity mutual funds daily. The mutual funds that display this error are perfectly valid. This causes a "Total Value Incomplete" error on the main Investments / Portfolio screen. Is this another Fidelity anomaly?
I import csv files to update my bank accounts every morning, (converted with ProperConvert ). No issues with these imports, but this morning no transactions are showing up after successful import.
@Coach Natalie @Coach Jon After several months of being stable, Barclays Online Savings has become problematic in the last week or so. I'm currently getting a FDP-103 error for the past several days. Sometimes the account updates, but after update a connection error still displays stating that Simplifi cannot connect to…
This account has worked fine for quite a while, but has been giving errors (including FDP-102) for at least a couple weeks now. Have others been having issues? This plan is managed on the backend by Nationwide https:// www.nysdcp.com
I'd like to add Coinbase to track my crypto. Please advise when this will fixed. I've generated multiple keys to no avail. Thank you!
This question was asked and answered in 2024, but the answer missed the target (IMHO). I want to pay down manually-entered liabilities periodically without having to double enter the transaction (i.e., a debit in checking and then a credit in the liability). How can I make a payment from a checking account to the…
This card launched in September 2024 and is not yet supported, despite it being a Synchrony product (others are supported). Since Synchrony uses sub-domains for its co-branded cards, Simplifi needs to support the specific product sub-domain login (here: https://virginredrewardscard.syf.com/accounts/login/). I requested…
I am getting the above error for last 2 weeks. Appreciate any help as this sync is critical
I'm currently getting a FDP-163 error when trying to connect to my Slavic 401K ? It hasn't worked in about 10 days now. Anyone else experiencing this ? I believe Slavic did some website updates recently but I'm not sure that is the cause of the error.
Missing NewRez for loan connection. Have requested multiple times. Other financial apps can connect without issue. Also why do transactions for loans not appear in mobile? Also something other apps have figured out…
I've requested it over and over. Other financial apps can connect to it.
Would like the ability to have a Note in each split in a transaction. Would like the ability to have a list of Payees that I can edit.
layout defaults to original upon logging in. Seems like a very basic and easy task (especially since dashboard on mobile app saves layout).
I'm seeing in other posts that the Target issues are resolved, but now I'm getting this error after making my account manual and then attempting to setup a new link? Anyone else having this issue? And do the admins have a potential fix? Thanks!
Primis seems to be an institution Simplifi has a hard time keeping stable. After previous weeks of frustration, I managed to get it to connect reliably for a few days. I then set the update to once a month due to the relative infrequency of new transactions and to avoid seeing the orange exclamation which seems to pop up…
I think this used to work correctly. Nowadays, when I I split a transaction and one of the parts requires a transaction on the the other side, that is created as usual. However, I can't set the flag color on that linked transaction. The flag icon is not present in the list, and if I open it and try to set the flag it tells…
Every time I buy more of a security on Fidelity, the cost is marked as "Missing or inaccurate" on Simplifi. Also, for the cash position. This is pretty annoying since I have to go and edit those costs all the time. Fidelity has "Cost Basis Total" available for each position and I just copy from there, but Simplifi should…
Hello everyone! Here are the issues and features we were able to tackle with the 5.28.0 Mobile Release, released April 10th: FIXED: Missing the 'Vehicle' account option when adding an asset account. FIXED: Discrepancy in Zillow account behavior after linking to a manual account. FIXED: Mutual funds not updating in value.…
Hello everyone! Here are the issues and features we were able to tackle with the 4.54.0 Web Release, released April 9th: FIXED: Minor fixes for QBP. To be automatically notified of new product updates, please be sure to follow the Updates from the Product Team category by clicking "Follow" at the very top of the page.…
We are currently seeing an issue with users no longer being able to add their Barclays savings accounts 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 will post updates as soon as we do. If you…
Happy April Fools Day! Since many like to pull pranks on this day, it seems like a good time to ask what your favorite prank is, whether it's one you pulled or one that you know about and thought was fun. My favorite prank was the amphibious car prank on Candid Camera. The person driving the car would ask for directions,…
How to Schedule Account Updates By Coach Natalie Quicken Simplifi now offers an exciting new feature that allows you to manage the frequency of your bank account updates! You can customize the update interval for each account or even turn off automatic updates entirely. This is especially useful for accounts that require…
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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