Welcome to your community
Feel free to introduce yourself and post any questions or feedback regarding the Community here!
We'll post announcements regarding Quicken Simplifi and the Community here.
Here, you'll find Release Notes, new features, newly added banks, and other updates from our Product Team. Note: Product Update Announcements are for informational purposes only and are therefore closed to comments.
If there's an emerging issue with Quicken Simplifi, we'll post an alert here. Note: Community Alerts are for informational purposes only and are therefore closed to comments.
Here, you'll find all of the known issues related to Online Banking and Quicken Simplifi. Note: Community Alerts are for informational purposes only and are therefore closed to comments.
Just hit a new goal? Tell us how Quicken Simplifi helped!
Post your feedback and feature requests here!
Here, you can post your questions about using Quicken Simplifi!
This is a place where mini-FAQs or helpful Community threads can be placed for easy reference!
Join us in The Water Cooler!
Hi Simplifi Support, I wanted to report an issue that occurs frequently enough to become quite frustrating. The example below illustrates the problem, but it isn't limited to this specific transaction—it can happen with different recurring transactions as well. I have a recurring transaction called INSURANCE, which is an…
This discussion has been merged.
It would be helpful if Simplifi added a "payoff debt" feature in goals that would allow analysis using tools like the debt snowball.
What happened to Tastytrade/Tastyworks connectivity? It was working until a few weeks ago and can no longer connect my account. Has support been lost for this institution?
Please provide an ETA on this issue. It's been open since November 2025 with no update. This is outrageous.
More info: Kubota Credit did work a few weeks ago but has since added 2FA to their login. The Care Code I get is Care Code: FDP-105. D.A. Davidson - I took part in a call to help develop the Simplifi login progress. I saw it finally was added to the list of institutes. I tried to logon using my credentials but was rejected…
We are currently seeing an issue where Split Transfer Transactions in accounts cannot be selected in the account register in the Quicken Simplifi web application. Non-split transactions are not affected and can be selected as expected. This is a known issue that we are working to resolve as quickly as possible. We…
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…
www.first.bank has updated their website and app, ever since the update Simplifi can't connect and is throwing FDP-106. Is there any timeline when or if this can get resolved.
I need help and I have been getting this error in various forms for about the past two accounts on my Retirement account. This is not the first time this account has had issues.
I'm having difficulty understanding how the Net Worth trend line is calculated for transfers between bank accounts. Often when a transfer is made, the sending bank's transaction shows up first (and is picked up by Simplifi) and then, typically a day later, the receiving bank's transaction is posted (and Simplifi, of…
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…
My spouse and I each have separate credit card accounts at Capital One. We have been using Quicken Classic for years. No problems syncing. We just started to switch to Simplifi. When setting up the accounts, Simplifi would not allow one credit card issuer to sync two different accounts. This is not two users using one…
I'm wondering why my FNBO Direct account won't update? I'm getting care code FDP-193. I tried to delete/remove the account and re-add it and still kept receiving this code. Any suggestions?
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.…
We are aware of an issue in Quicken Simplifi where Fidelity investment accounts are displaying an incorrect cost basis. 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 Happen Bank returning an FDP-155 error in Quicken Simplifi after rebranding from LendingClub. 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…
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…
Imagine you could go back in time and give your younger self one piece of financial advice. What would it be? Whether it was something you learned the easy way or the hard way, your experience could help someone else on their financial journey. Share your advice below! 👇
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…
[ONGOING] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
Congrats to our most Active Monthly Users!
