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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…
I had one credit card with three transactions dated 6/19 that were displayed as PENDING and then dropped from the REGISTER two were RECURRING transactions for a service fee the third was a one time payment to a vendor whose name sort of matched a known grocery store and was wrongly categorized as GROCERY. i.e. Dr Steven…
LendingClub rebranded to Happen Bank today. It's broken my connections to them. Is anyone able to connect to Happen Bank?
Hi, I have some accounts that report a balance with pending transactions already debited; and, other accounts that report a balance preceding pending transactions. It -appears- in both Simplifi documentation and in the user interface that you can tell Simplifi to interpret balances for individual accounts as with-pending…
This message was drafted by your AI Assistant to share with you. But, then it advised me in multiple other directions before I found this 'Report a bug' section. I received an update that this issue was marked as fixed, but I’m still not seeing the fix in my account as of June 23, 2026. Also, when I click the community…
I've seen this phenomenon and reported it before, but it was always around 4am in the morning (Central Time), but today it has persisted even up to now 7:54am. I've added several transactions and each one has defaulted to yesterday's date, 6/22/26. When I hit the calendar to update to the 23rd, it shows that today is the…
This discussion has been merged.
Providing a way to multi select transactions to apply a change across all of them would make it much faster to engage with different features, such as marking items reviewed or tagged or with a particular category
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…
I've built several payee-rename / category-update rules (e.g., for Capital One, Citi card payments, and an Apple Care rule), and the same problem keeps recurring across different rules and different accounts: The rule is correctly configured (verified — keywords, account scope, and actions are all set up properly). When I…
AMEX HYSA is disconnected (again). I’ve tried reconnecting all 3 of my AMEX accounts, was able to reconnect and link the 2 credit cards, but my savings account remains disconnected. This happens frequently.
Transamerica Retirement returns ”Account type not supported Your account is currently not supported. Please select another institution. (914)”
Hello, Some new payment/deposit transactions from my Robinhood account are coming in with the wrong sign. Two new deposits (one from my cashback, and one wire transfer) are in there as expenses rather than positive transactions. Is this a known issue? Thanks.
My home is not showing up when linking to Zillow. Real bummer, and I might switch to another platform if I can’t get this fixed. [Edited - Readability]
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 currently seeing an issue with Capital One 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 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 6.24.0 Mobile Release, released June 17th: FIXED: Deep linking from the 'uncategorized transactions' notification to the Spending report is broken. FIXED: Deep linking from the 'transaction needs your attention' notification to the Reports…
We are currently seeing an issue with Robinhood 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 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 6.24.0 and 6.24.1 Mobile Releases, released June 17th & 22nd: FIXED: Deep linking from the 'uncategorized transactions' notification to the Spending report is broken. FIXED: Deep linking from the 'transaction needs your attention' notification…
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
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