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I had a CD that the came due so we closed it into our checking account. 1. Once the account was closed you can't manually add the remaining interest and have it show on the right side with the other balances. 2. Went to close the CD to the checking and you can't transfer from another Asset. What??? This is a normal…
This problem started 2 days ago. I tried to reset connection, and the problem is still there: We are unable to connect to Raymond James & Associates at this time. Please try again later. Care Code: FDP-102
I have transactions that look like this: 0598-money.gg If I make a rule where original statement name contains: 0598-money, it correctly identifies these transactions. If I make it look for "0598" or "0598-" or "money" or "-money" it does not identify these transactions. How might I be able to correctly target these terms?
The recent changes to the Spending Report having auto-grouping by Category is frustrating. I just want to see a comprehensive list of my transactions without having to click into a category like Shopping, Housing, Fitness, Insurance, etc.
Bug 1 is that Quicken updates balances without properly clearing transactions producing an artificial low balance that has been discussed elsewhere. Bug 2 is that when this occurs, the website shows a negative balance but the warning email SHOWS POSITIVE BALANCE of the same amount. It takes some detective work between my…
Can it be enabled to sort the spending summary report? Ideally, the amount is what I want to review high to low, but also would like the ability to exclude known anomalies via other columns if possible as well.
Haven't been able to connect to my Thrift Savings Plan account for something like 9 days. Tried disconnecting and now it won't reconnect at all. Very frustrating. Need someone to address ASAP. Additionally, the AI assistant is not helpful. Just say you can't speak to anyone after 5pm PST and be done with it.
In the accounts list, ability to remove old closed accounts from view under a "hidden" area or similar. I dont need to have a huge list of accounts that are closed and do not need to see.
We are currently seeing an issue with Macy's Credit Card 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…
Switching back and forth between date ranges changes the default layout of the Monthly Summary Spending report from Monthly to Daily column. Saving the report or making a custom report and saving that makes no difference. Same issue when selecting any date of a month of less. To me this feels like a bug for default column…
So far, the new reports have worked out very well. I appreciate having them and are using them in a variety of use cases. 😀👍 As the list of saved reports grows, the need to be able to organize them becomes more apparent. If we could create folders and save reports inside those folders (similar to Quicken Classic), that…
I tried to print a report and it did not go well. I was using Safari on macOS with an HP Officejet Pro 9010 printer. I quickly encountered two significant limitations: Customizing the inclusion/exclusion of columns and column widths does not carry forward when printing. I got the same set and width of columns regardless of…
Hi, when I'm paying bills, I enter those autopay transactions to the date they will be paid, as a future date. Dating transactions to a future date equates to a transaction that disappears. This has been happening long enough that I'm surprised Quicken hasn't fixed it. I don't use the BillPay functionality of Simplifi as…
Sorry if this has been posted, but, am I missing the location of the transaction table's "Collapse All Months" functionality in the webapp? As my accounts accumulate data month after month, closing all the individual months via point-and-click is getting tedious. Furthermore, while Simplifi sometimes "remembers" the closed…
We are currently seeing an issue in Quicken Simplifi where the “Day $” and “Day %” values are showing as 0 in Investments. 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…
We are currently seeing an issue with Venmo returning a "Unable to connect to Venmo at this time. Please try again later. Care: not.found." 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 are currently seeing an issue with Bank of America returning an FDP-105 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 an issue with Farm Credit Services of America blocking connectivity in Quicken Simplifi. Users will see a message stating: "Connections are blocked from May 14 12:25 PM MDT to May 16 12:55 AM MDT. You'll be able to reconnect after this time." If you're experiencing this issue in Quicken Simplifi,…
Hello everyone! Here are the issues and features we were able to tackle with the 6.19.0 Web Release, released May 13th: FIXED: Tax group preview not displayed as expected when creating or editing tax-related categories. FIXED: The banks listed in Settings > Accounts are not in alphabetical order. FIXED: Split transactions…
We are currently seeing an issue with America First Credit Union 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 will post updates as soon as we do. If you would like to…
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…
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…
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…
[UPDATED] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
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