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NEW 9/22/26: LPL Financial returns an FDP-102 / FI_TIMEOUT error
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I often get transactions mis-assigned to a series simply because they have a matching Amount and Approximate date. I would love to have an option to require the Payee to match before the assignment is made. I realize that Payee names from banks can vary but I use Payee rules to keep these consistent and I'd rather be…
This discussion was created from comments split from: Onity Mortgage.
Hello, I get a FDP-106 error when I try to add my First Command account. This is a new iteration of an error that's been discussed here before. I'm attaching a screenshot below
My Investments tab summary Total gain does not equal the sum of the individual holdings’ Total gain I was asked by the "Ask AI" tool to report this to Simplifi Support. Not sure if the issue is just for me or if it affects others as well.
Rules are sorted by last modified date. I wish there was an option to sort rules by category or payee name. That way I can analyze all my rules grouped together to more effectively use them and avoid conflicts.
Hello, Please add Onity Mortgage (formerly PHH Mortgage) as a supported institution in Simplifi. Here's their login URL: https://account.onitymortgage.com/onity/#/login
I think it would be great if we could add our planned spending categories to our monthly cash flow. I think a lot of people know how much they will spend per week on groceries and gas etc. and it would greatly help us understand our weekly and monthly cash flow better. Thanks for considering.
Merrill Lynch Benefits Online has been returning the following error for 4 days now: Account needs attention (Care code: FDP-105) We are unable to connect to Merrill Lynch Benefits OnLine at this time. Please try again later.
This discussion has been merged.
The new spending page is great. I think it just needs a comparison row for total spending vs comparison period (prior month) instead of just the individual categories.
On a desktop, I have the ability to create reports with graphs that show a breakdown of the subcategories. E.g. I can open a report for dining and drinks, then I'll get not only a list of transaction, but a bar graph of the sub items -- bars, restaurants, etc. On Mobile, no such view exists. Clicking into "Dining and…
Is there any way to add another "purpose" beyond the selections presented in the same manner of categories and tags, [Other]
I have all my historical investment transactions updated and added the holdings as well. Since it is a manual account, I know that I need to add transactions, but do I need to continually update the investment holding itself as well? I am using Simplifi.
Hello, my connection to Northwesternmutual.com has not worked for 4 days now, after working for most of the year. Is there a known issue with this company?
Steps to reproduce: Open up an expense that was previously not set to "Exclude from spending plan". Add a split to the transaction where one part of the split is set to "Exclude from spending plan". Open up a spending report & add in the "Not Excluded in spending plan" filter. Result is that both parts of the split are…
We are currently seeing an issue with Merrill Lynch Benefits Online returning an FDP-105 error in Quicken Simplifi. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they become available, please click the bookmark ribbon located in the upper right. If you do not…
Hello everyone! Here are the issues and features we were able to tackle with the 6.38.0 Mobile Release, released on September 23rd: FIXED: Mismatched behavior between web and mobile for the Watchlist target line. FIXED: Text font size is extremely large after update. FIXED: Keyboard doesn't auto-dismiss after creating a…
We are currently seeing an issue where American Express authorized-user credit card accounts cannot be reconnected in Quicken Simplifi after performing a connection reset. After signing in with the same American Express credentials, Quicken Simplifi displays: “You have already added all of your accounts at this bank.” This…
Hello everyone! Here are the issues and features we were able to tackle with the 6.38.0 Web Release, released on September 23rd: FIXED: Holdings detail pie chart displays a single account for a holding that is held across multiple accounts. FIXED: Breakdown views in the Spending Dashboard don't consistently handle positive…
We are currently seeing an issue with LPL Financial returning an FDP-102 / FI_TIMEOUT error in Quicken Simplifi. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they become available, please click the bookmark ribbon located in the upper right. If you do not see…
We’re excited to introduce a new Source column in the Transaction List, now available in Early Access for Personal customers! 🎉 This optional column gives you a quick look at where each transaction came from and its current status, including: Source: Download, Manual, or Series Match status: Whether the transaction has…
When I get up in the morning, I like to have a cup of decaf coffee or tea. I like the flavor, but I can't have too much caffeine. What beverage do you like to drink when you wake up?
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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