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NEW 9/22/26: LPL Financial returns an FDP-102 / FI_TIMEOUT error
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This is my farewell frustration post for Simplifi. The product has not performed as I would have liked and I'm switching [Removed - 3rd Party Software]. Here are my general gripes: Website Version: The Transactions window scrolls a little bit up and down. NBD. However, within that scrolling window is a scrolling window of…
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.
For our business, we have a new CC that I've attached to Simplifi. All total, there are three accounts… Two are actual CC's (one for me, one for my wife). The third is the central billing account. Whenever there's spending on a CC, it shows up in both account registers; the register for the CC that spent it AND the…
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And without a date field, that very valuable report is just about worthless!! I've chatted with Simplifi reps a couple times about this recommendation and they are receptive, and even like the idea. But they keep referring me to the community. So here I am. Anybody else agree with me?
My recent credit payment is showing up in Simplifi twice, causing a large discrepancy in my checking account balance. Additionally, I see some blank transactions. Please see attached screenshot. I am happy to delete the duplicate, if that’s the best path forward, but please investigate why this happened. I am unable to do…
Beginning Sept 13, TreasuryDirect has been switching users to now log in with ID.me (https://www.treasurydirect.gov/savings-bonds/help-center/faqs/idme-faq/). It appears this new login method is not yet supported — when I try to update my TreasuryDirect account in Simplifi after it switching to login with ID.me, I get Care…
I’m attempting to connect my Stash account for ongoing, permanent use and consistently receive Error 102, which prevents successful connection. I’ve already tried all recommended troubleshooting steps: Multiple browsers Incognito/private tabs Different connection attempts and times Notably, Stash does send the verification…
I would like to be able to see monthly averages added to the reporting page. For example when completing an annual review of my spending, I would like to know what my average monthly expenses are for some categories.
We are currently seeing an issue with America First Credit Union returning an FDP-7500 / CP_SERVER_ERROR, or an 'Account Error' error if the user is on Plaid, 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 new Expense Receipts feature is nice, but it would be ideal if we could manually edit the details after the automatic capture completes. I find myself wanting to tweak the name and description of receipts after uploading them, but there seems to be no way to do that right now. Give us the option please!
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…
Hi, Just subscribed to Quicken Simplifi. My balance for my Chase checking account is off by close to $110. There are pending transactions, but they are reflected in my Chase balance The quicken simplifi balance is $110 LESS than my actual chase balance, even including the pending transactions. Any suggestions on what to…
After a set of ludicrously circular conversations with the AI chatbot, I'm posting here to see if other humans are experiencing something similar with the Watchlist "This month: Spent so far" amounts being wrong (way too high). I have about six watchlists I use regularly to monitor my spending, and I discovered yesterday…
It seems that every time I log into Simplifi, it requires an MFA code via text. I don't remember this happening before. Even if I log off and log right back in, it still requires a code. I checked my Chrome browser and there's nothing that is clearing cache. Is this by design in the app? What settings can I check to avoid…
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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