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UPDATED 10/19/26: Discover / Capital One FDP-101 error
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Can we get the same functionality in the main transactions page to only show transactions, Since YYYY," like Since 2025, that exists in the Investment Transactions page? It's tedious to always use the calendar to filter the date ranges, or enter a search with a >MM/DD/YYYY shortcut.
We are both retired and have started using Simplify. I'm just using it to see if bills get paid. What has worked for me up till now : I log on, go to bills and income and change the date range to a time at least a few weeks back from the default one. Then I will be shown all of the past bills. I check the notifications one…
I am close to having to reorder checks. I would LIKE to switch from voucher checks (one check per page with 2 vouchers) to standard checks (3 on a page) to save paper and space. However, in my testing, I cannot print a check successfully when there is only one left. My fancy inkjet printer (XP-7100) won't in portrait…
On web app. I don't see any transactions older than October 20th 2025. This is a critical defect.
On web based app, the transaction screen has a total balance for all accounts. On the flyout panel it shows the same amount. Why twice? It would be nice to get more screen space for my transaction list by removing the total balance section of the transaction screen. I posted this on the discussion thread before noticing…
[removed] Hi - I have 2 401Ks at Principal Financial Group. Starting earlier this year, while updates successfully completed without any connection error, the balances on these two 401K accounts were not getting updated. When I contacted you, you suggested that I reconnect to Principal. I tried this and it worked, but only…
The new Spending Dashboard is rolling out to Early Access users, giving you a new way to explore, compare, and understand your spending. For more details about the new feature and everything it offers, check out our Spending Dashboard announcement: As you explore, we'd love to hear what you think! What do you find most…
This discussion has been merged.
Continue to get following Quicken/SImplifi Message when trying to connect to Huntington National Bank. This has been an issue all day. "We are unable to connect to Huntington National Bank at this time. Please try again later. Care Code: FDP-102"
It would be useful if rules had the option to assign a particular flag. For example, to flag a particular payee with a yellow flag.
Good morning, I have a CFNA credit card and the balance shows zero in Simplify however, the CFNA website shows that I have a balance. Can this be fixed?
There is another issue with connecting to Prudential. This time, I do not get a code when I receive the error message. We are unable to connect to Prudential Financial Investor Annuities at this time. Care Code: not.found
I have been using Simplifi without my Amazon Store Card ever being added to accounts. Today I noticed when the auto payment was made the transaction was showing as an expense from my bank account instead of a transfer. No offsetting entry was being added. I added the account and assume the next payment will be recorded as…
Should the reminders section be the same, no matter where you are viewing it from? At the moment, Invoices are showing in Reminders when viewed in the Bills & Income overview, but not the cashflow tab. They are also showing in the reminders section of the Transaction tab. Should not all reminders sections be the same?
Hello everyone! Here are the issues and features we were able to tackle with the 6.42.0 Mobile Release, released on October 22nd: FIXED: Error when dismissing a reminder. FIXED: Net Worth feature using incorrect tooltip type. FIXED: In Review Transactions, the applied filter text overlaps the transaction card when no…
Hello everyone! Here are the issues and features we were able to tackle with the 6.42.0 Web Release, released on October 21st: FIXED: Error when dismissing a reminder. FIXED: Can't select "last day of month" as the recurring date when creating a recurring series on the last day of the month. FIXED: Net Worth feature using…
We are currently seeing an issue where transactions are missing with Nuvision Credit Union in Quicken Simplifi. This is a known issue on the provider's side, and we do not have an ETA for a resolution at this time. To be notified of updates as they become available, please click the bookmark ribbon located in the upper…
We are currently seeing an issue with Pelican Credit Union returning an FDP-2505 / EWC+ Authentication Redirect Failure 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…
We are currently seeing an issue with Marcus by Goldman Sachs returning an INTERNAL_SERVER_ERROR when connecting accounts 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…
We are currently seeing an issue affecting Discover card accounts in Quicken Simplifi. Our teams are already working to resolve the issue, 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 the…
We are currently investigating an issue in Quicken Simplifi where reminders from a recurring series do not appear in the Reminders section of the Bills & Income page or in the Upcoming Reminders carousel on the Transactions page. This issue has been escalated internally, though we do not have an ETA at this time. To be…
Since it’s October, let’s take a little trip down memory lane... What was your first car or motorcycle? Bonus points if it was a little spooky, beat-up, or held together by sheer determination. 😸 Did you love it, hate it, or somehow manage to keep it running forever? And more importantly, was it a spooky nightmare for your…
Want to see how your finances have changed over time? Comparison Reports are now available on web and mobile! With the new Compare option, you can compare the current report period against another period to see how your income and spending have changed. You can choose from: Prior year — Compare your current date range with…
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…
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