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[ONGOING] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
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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…
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?
Hello, the last few weeks, maybe months, when editing (specifically when splitting) a transaction with a lot of splits (15 or so, for paychecks), if the window is left open to long this error appears in a small pinkish box on top of the screen. It doesnt stop the working from happening, it doesnt stop the update to the…
The Recent Spending widget on mobile app and similar Spent widget on Desktop Dashboard is including Income categories as well. After my bank transactions downloads to Simplifi, I go in and split the paycheck deposit. I enter the gross income using "Paycheck" category (which is Income) as a positive number, leading +. Then…
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.…
Hello, I am having problems connecting to my Alerus Financial Services account. I am able to connect throught their website with no problem. I switched to using the "Alliance Benefit Group" connection which uses alerusfinancial.com and it worked for a couple of months, but this broke again and it gives me this error code:…
The connection to Golden 1 has been broken for 17 days (since Golden 1 updated its website and app). A moderator has reported/announced it's a known issue; however, there are no updates or a projected time to resolve it. My specific error is Care code: FDP-105.
This has been working for months, but now it's not. Seeing an error: Care code: FDP-155 Is this currently being worked on?
why does the Investments total under the Accounts section have a higher total than the Balance in the Investments section?
It would be great if the Reports would preserve whatever changes we make to the Column layout. For instance, I never use Tags and prefer to use Notes on transactions, but the reports default to using the Tags column even after I swap that out for the Notes column. Every time I come back to my saved reports, I have to…
When I look at my Net Worth, I'd like to click a date in the chart and have it open up the details for that day. For example, I saw an unexpected dip in my NW on June 17, 2026. I'd like to click on "June 17, 2026" in the chart and have it open up a list of details below. This would put it in line with other areas of the…
The Investments report on the Dashboard > Investments (app version) has no graph (like web version) but an icon depicting a bar chart that when clicked opens the All Accounts detail which seems inappropriate since the subject is Investments not Accounts. At minimum, clicking on this bar chart icon should open to the…
This discussion has been merged.
I've found what appears to be a bug with recurring paycheck splits in Simplifi. Steps to reproduce: Import a paycheck into a linked checking account. Create a Recurring Income series from the imported paycheck. Verify the recurring transaction appears under Income in the Spending Plan. Edit the recurring income series and…
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.
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.
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.
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…
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…
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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