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Hello. On March 28 and earlier, the way Simplifi handled long date ranges in bar-graph reports used to be somewhat acceptable. If you zoomed out, you could see around 3 years of bars without month-label overlaps. Sometime between March 28 and April 23, there was a big improvement. On April 23, Simplifi showed whatever…
if we type in a search word in transaction (or other modules), tag words should be included in results. For example, I have a tag named for a pets name. If I do a search in transactions of that pets name (exactly how it is listed in the tag), it ought to show up and currently it doesn’t.
I have noticed that the apple cash account has started downloading pending transactions since the latest update. This should not happen for apple cash accounts. I have tried the setting “use bank balance” but that causes my two Chase accounts to show incorrect balances. This issue has just started after the latest Mobile…
Hello, I know there is a recently acknowledged bug with duplicate transactions. Is there any update on timeline for resolution? What are suggested steps or workarounds right now? I'm afraid to disconnect my affected account because that will mess up all my history and reports right? Will the upcoming fix remove all the…
For the past 3 days, my BOA accounts have not updated. I followed the instructions multiple times to reconnect my account. I have received emails from BOA that they received my consent to share. What is the issue here? It is frustrating that besides these accounts not updating, I still do not have connection to Prudential…
I am using Quicken Simplifi. Starting early last week, I have been unable to connect to Unitus CCU to update my accounts. I tried to reset the connection, and have been unable to sign in to make the connection. When I try, I get a FDP-101 Care Code.
I have two accounts at Voya that were working fine with Simplifi until a week or two ago when they stopped updating. Attempting to reconnect I get an error "No eligible accounts found." after logging in. [edited title]
This discussion was created from comments split from: Bank of America not updating .
I just logged in this morning, and all my purple flags have been changed to light blue. This is not a flag color that I use. I use purple for transactions to be reconciled a green to identify reconciled transactions. As of last night, all the purple flags were in place. Others might want to check their flag colors as well.…
In this release, the ability to resize the columns has been changed, thus is lost. Please return the ability to resize the columns in this area as well as check the other areas as well. Unable to provide a screen shot as this list contains account numbers.
I'd love to connect Claude to my Simplifi app.
The Issue: The "Personal/Business/Both" selector in Reports currently relies on Category labels for individual transactions rather than Account designations. The Proposed Solution: Update the Reporting logic so that the Personal/Business toggle respects the Account Type: "Personal" Filter: Should automatically include…
I opened simplifi today and noticed my BOA credit account had a error. So I followed the message to re-authenticate it with it said was a new method. After going through the steps it now says fdp-390. I tried 3 times same outcome. I assume this had something to do with the may 6th issues but I don't think I ever saw that…
I've been receiving the following error for the last 30 days when trying to link CCBank to my accounts in Simplifi. "To connect to CCBank CeB DC, you must re-enter your credentials. If that does not work, try entering them on the website at CCBank CeB DC to ensure they are correct. Care Code: FDP-103"
Hello everyone! Here are the issues and features we were able to tackle with the 6.18.0 Mobile Release, released May 7th: FIXED: Selecting a month in Watchlists scrolls the register to the bottom and can result in a blank screen. FIXED: Error when tapping outside the subscription dialog or tapping the Close button during…
We have received confirmation that Human Interest is no longer supporting third-party aggregation. As a result, it will no longer be supported in Quicken products, including Quicken Simplifi and Quicken Business & Personal. This means that manual tracking will be required moving forward. If you are currently connected to…
We are currently seeing an issue with E*TRADE 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 be…
Hello everyone! Here are the issues and features we were able to tackle with the 6.18.0 Web Release, released May 6th: FIXED: Incorrectly showing Partner Auth error when user signs into bank website and subsequently cancels at account authorization screen. FIXED: User is able to enter letters and special characters in the…
We are currently seeing an issue with Barclays downloading duplicate transactions 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 would like to be…
We are currently seeing an issue with Wescom Financial 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…
Summer is coming up, and with it plans for those great summer vacations. Or maybe, "staycations"? Are you team "plan for a big summer trip" or team "save up for the ultimate staycation"? Let us know how you use your budget to plan for those awesome summer vacations! ✈️☀️ If you aren't one for planning vacations this…
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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[UPDATED] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
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