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[ONGOING] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
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Starting on June 26th, I am unable to connect to my accounts again. The security verification is not working. I am not receiving a text code. I have no issues logging into Raymond James Financial's website. Advice on how to fix this issue please and thank you.
I recieved an email that stated the connection issues have been resolved for Prudential. I have been trying to log in and nothing is working for me. My user name and password is correct. We are unable to connect to Prudential Financial Investor Annuities at this time. Care Code: not.found Now what?
Selecting pending transactions in Elan card balance is doing the opposite. According to Balance does not include pending $6844.36 Pending spending transactions $2203.31 Balance WITH with pending included falls to $4641.05. Balance should have increased not decreased. First time I've noticed this balance calculation issue.…
Multiple splits with transfers that are the same amount do not get linked to separate transactions in the receiving account. I have two splits that are transfers to the receiving account for the same dollar amount. They both get linked to a singular transaction in the receiving account. This is obvious because when I…
This discussion has been merged.
Has anyone else experienced this? It’s new to me. Three of my accounts (1 CHK & 2 SAV) all suddenly their changed their name to the username for the bank. All three are from the same bank (Flagstar), although I have multiple other accounts with that same bank which weren’t changed. All three Account names changed at the…
Earlier this year, I created an account for my mortgage andI added an opening balance transaction dated Jan 1 2026. I also started recording the mortgage payment with splits for the capital amount and the interest. The Transactions list for the mortgage account shows all the transactions since then, including the opening…
There are multiple posts regarding this issue which have been closed; however, this issue has NOT been resolved. Attempts to add accounts with Manulife Bank result in the following error: "You have already added all your accounts." I share the frustration of the other users also impacted by this issue; it would be…
I use AI to read a PDF of a receipt I scan with OneDrive to categorize the items. Then I take the output to split the transaction and then import the receipt. Add a feature to categorize and split automatically when the receipt is imported.
The Raymond James account wants to reconnect and asks an answer to security question. But it does not ask the question. I have tried one of the three answers many times without success. But I believe RJ has changed to texting a security code. I am not able to use any of the provider methods to connect.
When I click on the bell to retrieve a message to me, I get the following error message: Permission Problem You need the Vanilla Discussions View permission to do that. This is brand new. Clicking on previous messages works fine.
This discussion was created from comments split from: Target Redcard shows wrong statement balance and date in credit card details (edited).
I had a client pay with two payment transactions, how can I send a single receipt and include both transactions.
Hello everyone! Here are the issues and features we were able to tackle with the 6.25.0 Web Release, released June 24th: FIXED: When creating a transaction rule, multiple rules are created when navigating backward through the flow. FIXED: Splits are not saved for the transaction when creating a recurring series at the same…
We’re excited to introduce an updated Transaction List toolbar on the Quicken Simplifi Web App! This enhancement delivers a cleaner, more streamlined experience and makes some of the most commonly used tools easier to access. This feature is currently available to 20% of Early Access users on the Quicken Simplifi Web App.…
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…
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…
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! 👇
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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