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This is day two of not being able to connect with my schools first credit union. I’m not sure if I should reset my connection or if it’s the banks issue. I can log into their mobile banking with no problem. Anyone have any suggestions?
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.
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…
Since updating to version 6.18.0, the account balances for Discover, Chase, and AMEX no longer update to include pending transactions. This feature was working correctly in previous versions, and all of my bank connections are properly configured with the "Balance with Pending" setting. Environment: Web and Mobile (Version…
This same issue is happening to me again: [corrected thread link]
Hello, Please add Onity Mortgage (formerly PHH Mortgage) as a supported institution in Simplifi. Here's their login URL: https://account.onitymortgage.com/onity/#/login
I used to be able to edit a transaction to be a split. Now when I try to do so and update I'm getting an unable to save error.
It's great that we can now share access to our account say with a spouse or financial advisor but I would like to be able to control the level of access. At its simplest level view only vs full access. Further by function - so add or delete accounts, modify spending plans, viewing by accounts, ability to edit transactions…
I realize you can add notes to individual items (although in a limited, all-in-on-line arrangement), but it would be great to have a general notes section- including URLs- available, perhaps, from the main menu. There are repeated and general things my wife and I do within Simplifi which we now have to reference in an…
Simplifi should support accounts with different currencies, as does Quicken.
I'm trying to establish a new account with CitBank. Simplifi cannot connect. I can connect using my browswer with no problem. I have establish three other account sucessfully. I tried many times to establish this connect. I get the message.. "Please enter a valid username and password. Try again." Could somebody besides…
In the past week or so, I've found that some of my draft invoices are being marked as sent erroneously/automatically. It seems to happen when I mark an outstanding invoice as paid. When I do that, draft invoices from the same client are converted to sent on the same date the last invoice was paid. It almost seems like an…
Receiving error FDP-102 (bank connectivity issues) on trying to update my Computershare accounts. Anyone else having this problem? Thanks.
My Merrill Lynch Investment accounts are duplicating - anyone else having this issue? My overall net worth balance is accurate but total investments is overstated due to the Merrill Lynch Investments Showing up twice. Should I just delete one of them?
Morgan Stanley Private Bank cash balance imports, but not the stock holdings. The account is accessible from the MorganStanley.com aggregated account view, but is not being properly retrieved by the Data Scrape integration. This account contains the majority of my assets and makes me question the value of keeping my…
This discussion was created from comments split from: Bank of America Quicken Simplifi FDP-105 Error.
We are currently seeing an issue with Bank of America returning an FDP-390 error in Quicken Simplifi. Using the "Fix it" flow sends users in a loop. This is occurring because Quicken Simplifi is trying to reconnect to the already migrated bank instance and will not allow users to reconnect to the old version. If you are…
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…
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…
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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