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This discussion was created from comments split from: Bank of America not updating .
https://help.coinbase.com/en/creditcard/budgeting-app?app_tracking_transparency_enabled=true Coinbase has a credit card powered by Amex. Currently, the Account API connection does not see the credit card account. Coinbase recently added support for this connection. Can an engineer on the team please review the attached…
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]
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…
There is not currently a way to categorize an account as a 457b. There are categories for IRA, 401k, 403b, etc., but my 457b shows up under “Other Investments,” which is somewhat irritating. Thanks!
I'd love to connect Claude to my Simplifi app.
I'd like to request that OneFinance be added to the supported banks list. https://www.onepay.com/ [added URL]
Hello, As anyone experienced seeing different or missing entries in the Bills section of the Spending Plan feature from month to month. For some reason I’m not seeing consistent entries every month. I would appreciate any help or suggestions. Regards, Henrique
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"
I opened a new CD in the E*Trade bank and all's well. I opened a 2nd CD and have been trying to bring it over SQ. I'm doing exactly the same as I did for the first CD. I get the following from the "NEW, Add Account" attempt: E*Trade Bank "You have already added all your accounts at this bank." Both CD accounts have been…
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 rent my RV out as a business and use an online rental platform that does all the listing, verifying renters, insurance and money handling. They receive the money, take a percentage off for their services and send the rest to me. I would like to include that percentage as an expense but can't figure out how to do that on…
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…
Does the Statement name change when going from pending to cleared? Screenshot of pending with statement name: Screenshot after it clears: This was suppose be a draft: I will post screen shot when it clears.
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.…
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…
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[UPDATED] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
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