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Please either let people choose, or enable for everyone the most accurate tracking that is based on banks Transaction-Purchase dates and not Posted dates. Many people seems not to know, why need it? Example, person spent $5000 on December, 29, 2024, it will be shown within App for 2025 annual and for January 2025 month.…
Hello Simplifi Support, I can’t connect my FirstBank of Colorado accounts to Simplifi. The connection attempt consistently fails with care code FDP-101. I tried reconnecting just now (March 3, 2026) from Settings → Accounts and received the same error. Details: Institution: FirstBank of Colorado (connection listing shown…
This discussion was created from comments split from: Optum FSA Account Transaction Activity does not align with Simplifi/FDP-102/FDP-2001 (edited).
The Quicken Simplifi Web App is receiving an update to the transaction list. Let us know of any issues you experience or any additional suggestions you may have by leaving a comment below! Our announcement for this enhancement can be found here:…
With this fix, I would like to request a screen image for the parent note and the split note as I am not able for locate this within my data. Also, when changes of this nature are implemented, the change is applicable to all the past transactions – correct?
The single most useful report for my purposes would be a month over month comparison of the high and low balance values, potentially with the dates they were reached. Ideally this could be viewed per account or rolled up balance. Using arbitrary numbers, if I know that I'm hitting 10k in checking most months and go down to…
This discussion was created from comments split from: Bank of America migration issue - nothing updates after authorizing (edited).
I just updated my APCU/CenterParc password after the site was recently updated, forcing a password reset. Afterwards, this is all I know about it not connecting:
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?
Hello everyone! Here are the issues and features we were able to tackle with the 6.9.0 Web Release, released March 4th: FIXED: In Show Split Items mode (Transaction List), show the parent note and the split note. FIXED: The "Re-sync balance" option is visible for closed accounts. FIXED: Unable to resolve the "transaction…
Every time I open the investments page (in the app) I have to change the sort from company name to market value change: high to low. It should save my last used sort.
About 1-2 years ago, the iOS version of the app allowed the user to view PDFs differently than the current version. The current version provides a full receipt view of the PDF, only the first page of a multi-page PDF, and no zooming potential. The prior version was much better: the user could scroll and up down and the PDF…
This suggestion would solve all sorts of interesting issues that come up once in a while. The suggestion is simple: do not do behind-the-scenes edits to transactions that are marked as Reviewed. An optional addition would be to warn the user before saving manual edits to them as well. This would solve issues of transfer…
I've noticed that there's been several institutions that have been popping the FDP-101 error code, but haven't seen anything regarding my bank, Security Service Federal Credit Union. Has there been any progress at all towards reestablishing connection, if at all?
I am forced to use Miscellaneous Expense for a number of actions as listed here… Exchange posting (the difference in exchange moving funds from C$ to US$ or back) Withholding tax Management Fee GST Also could use a Matured action for bonds
We are currently seeing an issue in Quicken Simplifi where pending transactions entered into a connected account that is set to ‘Balance with pending’ are no longer immediately impacting the balance. This applies to both manually entered and downloaded pending transactions in the connected account. Users are reporting that…
Hey everyone! Let's talk about balancing our financial goals with the things we do for fun. How do you budget for your favorite hobbies, collections, or entertainment? I like to treat my hobby spending as its own dedicated category in my Quicken Simplifi Spending Plan. I make sure to carve out a specific "fun fund" each…
We are currently seeing an issue with The Golden 1 Credit Union returning an FDP-105 error in Quicken Simplifi. This is due to the financial institution performing scheduled maintenance. We recommend trying again at a later time. If you would like to be automatically notified of any updates regarding this issue, please…
We are currently seeing an issue with multiple financial institutions returning an FDP-101 error in Quicken Simplifi. At this time, the list of affected FIs includes: Ameris Bank - GA Bank of Hawaii MidFirst Bank CIT Bank EverBank Consumer Oriental Bank Security Service FCU This is a known issue that we are working to…
We are currently seeing an issue with CIT Bank returning a CP_SCRIPT_ERROR 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 will post updates as soon as we do. If you would like to be…
We are currently seeing reports of customers receiving a “User Not Eligible” error when attempting to connect or reauthorize their Bank of America accounts in Quicken Simplifi. This error most commonly occurs when the Bank of America account is accessible by multiple members (such as joint accounts), and the person…
We are currently seeing an issue with Rocket Mortgage where Mr. Cooper accounts are showing as paid off ($0 balance) 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…
We are currently seeing an issue with Bank of America where pending transactions are no longer downloading in Quicken Simplifi after migrating to their new OAuth API. This is a known issue that we are working to resolve as quickly as possible. A fix is currently expected early next week. If you would like to be…
We are currently seeing an issue with Freedom Mortgage returning a $ account balance 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…
NEW 3/5/26: Pending transactions are delayed in impacting the balance for connected accounts
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