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We are unable to connect to State Employees Credit Union - NC at this time. Care Code: FDP-163
I got alerted that this issue had been resolved. I've since gone into Simplifi refreshed the account, re-linked the account, made the account manual, then completely re-added the account. None of those worked as I am still getting no transactions to appear. Are others still having the same issue? It's crazy how long this…
I'm not seeing this fix. Its till defaulting to daily intervals when I chose month to date. FIXED: The Spending and Income Summary reports default the date interval to "month" instead of "day" for shorter date ranges.
I went in the iPhone app to from the dashboard top spending, then filtered it to April. It shows the total for unknown to be $962.74, but when I click into it to see the individual transactions, they sum only sum up to $341.04. Am I missing something?
When sending an invoice from Simplifi, the notification email is sent from notifications@simplifi.quicken.com, but with the sender's name on it. This is confusing and a poor user experience, because if a client replies to that email, the reply does not reach the sender. It would be helpful to add a Reply‑To address option…
When editing multiple transactions, it would be hugely helpful to have the option to remove tags, exclusions, and notes, as well as "un-review" transactions. We all make mistakes sometimes :)
This discussion has been merged.
I have not had connectivity to RW Baird going on 4 weeks. Is there a problem on the Simplifi side? Does anyone else have that issue?
I can see payments and charges on my venmo account transactions but the transfers are not showing up.
We are currently seeing an issue where Venmo is returning inverse (reversed) balances 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…
I am receiving an error on all my Wells Fargo accounts since yesterday afternoon in Quicken Simplifi. It says "service is currently unavailable" and has the cloud with a line through it symbol by each one in the Dashboard. None of them are updating. These same accounts are updating normally in Quicken Classic. I logged…
Hi, I would like to track a personal loan which is not connected to a financial institution using quicken. However the system doesn't allow me to enter a negative opening balance (-$500.00) and then subtract from that balance as I make repayments. Instead it makes the transactions a positive number which incorrectly adds…
I have not been able to update my 401k with John Hancock since January of 2025. I have tried multiple times to reconnect, and always get an error. The error isn't the same every time. Currently it says: We are unable to connect to John Hancock Retirement Plan Services at this time. Care Code: FDP-520 Can you please advise…
I like some of the new features where you can set up credit card payments to automatically match statement balance (or other selections) and automatically update the recurring payment so that it matches. This helps show my checking account balance (where the payments come from) accurately ~1 month out. What I'd love to…
We are currently seeing an issue with Frost Bank returning an FDP-103 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 are currently seeing an issue with California Coast Credit Union returning FDP-103 and FDP-106 errors 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.23.0 Web Release, released June 10th: FIXED: The Spending and Income Summary reports default the date interval to "month" instead of "day" for shorter date ranges. FIXED: Graph does not render correctly for asset accounts when changing the…
Imagine you could go back in time and give your younger self one piece of financial advice. What would it be? Whether it was something you learned the easy way or the hard way, your experience could help someone else on their financial journey. Share your advice below! 👇
We are currently seeing an issue with State Employees Credit Union - NC 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…
Hello Community! We’re exploring a new aggregated summary for credit card details in Quicken Simplifi. This would allow you to view all your credit cards in one place, helping you more easily understand balances and decide when and what to pay off. We’d love your feedback! If this is something you’re passionate about or…
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] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
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