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[ONGOING] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
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Hello,I am writing to formally request that Quicken Simplifi add native support for Crew Financial (a fintech banking platform).Currently, Crew Financial accounts are held under the hood by Bangor Savings Bank. However, because Crew utilizes its own proprietary front-end login portal and user database, users cannot log in…
Hello, I get a FDP-106 error when I try to add my First Command account. This is a new iteration of an error that's been discussed here before. I'm attaching a screenshot below
The account has been sort of working; balance, no transactions. Starting around a month ago I started getting; Account needs attention (Care code: FDP-103) Then… We are unable to connect to E*Trade Bank at this time. Care Code: not.found "Check your credentials". I have, and they work fine opening the E@Trade account. Help.
Hello and help, please! Transactions from my Associated Bank credit card are all posting as negative, even if it is a positive transaction (such as returns or payments). It is my main spending account so I don't really know if this is happening with my other accounts as well. For example, I recently returned a purchase to…
This has been raised before, but the threads keep being closed… I have provided the information to support regarding this issue, but it does not seem to get esacalated. The main issue is that if you have an account with HSA Bank and then decided to invest your funds, it is invested in a subsidiary called HSA Invest. While…
I keep having to add my credit card's interest rate and credit limit to my two Capital One accounts. I have an Amex and a manual account that are working fine.
The Total Cost field used to be editable for synced accounts, and I would update it manually every time the number of shares changed in my account. It worked fine. Now, the field is not editable, and it does not get synced and updated automatically. The value displayed in this field is also weird, i.e., $ 1000.1234 - 4…
Simplifi still has the bug where balances get adjusted ahead of transactions being matched - leading to balances being off because of pending transactions not getting cleared. Discussed elsewhere including here…
Adding the Rules panel to the Transaction Detail page would make it infinitely less complicated to create transaction rules.
Hello, I am hoping the community can help me with a perplexing problem. I wrote the following with the help of AI so it could be as clear as possible. I apologize it is a bit robotic. Subject: Payment into Asset account moves balance the wrong way — need a fix I use Quicken Simplifi on Mac. I have an account called…
This discussion has been merged.
Three years ago, when I would export my transactions for my individual credit cards, there was an account name column within the export; now it's removed and hasn't been added back. It's available on the transactions for all accounts, but not for the individual accounts. I would like to have this added back please! Thanks!…
With this upcoming weekend, we finally get to celebrate the 4th of July! I plan to barbecue with my family and see some cool fireworks light up the sky. I just have to make sure I don't go overboard with my expenses, of course! What about you? What are your plans this 4th of July weekend, and how do you plan for the…
We are currently seeing an issue with Robert W. Baird & Co. returning an FDP-105 error in Quicken Simplifi after failing to receive an MFA code. 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.26.0 Web Release, released July 1st: FIXED: Column width UI issue on the Transfer Activity page. FIXED: Subcategories missing from transaction category dropdown after downgrading from QBP to Basic. FIXED: Various errors and crashes. UPDATED:…
Hello everyone! Here are the issues and features we were able to tackle with the 6.26.0 Mobile Release, released July 1st: FIXED: Bill Connect option is missing in the Series Created confirmation screen. FIXED: The filter count on mobile is inconsistent with the web version. FIXED: The opening balance for a manual account…
We are currently seeing an issue where users are unable to create the required profile to start credit score tracking 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…
We are currently seeing an issue with Raymond James returning an FDP-185 error in Quicken Simplifi after failing to receive an MFA code. 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…
Getting the Most Out of AI Suggested Answers in Our Community We know that when you have a question, you want an answer quickly. While our community thrives on real member engagement and human connection, we also recognize that sometimes questions don't get a response as quickly as you need. That's where the AI Suggested…
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…
Tips and Tricks * Use the reactions. These let you share how you feel about other’s comments. The most liked content shows up on the Best Of page. * Mention others. Put an @ symbol before the username to mention someone. They’ll get notified when you do. * Update your notification preferences. You’ll receive a notification…
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