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This issue grew out of another issue about and FDP error: https://community.simplifimoney.com/discussion/16542/new-5-26-26-netexchange-investor-netxinvestor-fis-missing-accounts-fdp-106 I made a new account and can now connect to netxinvestor.com (without an FDP-106 error), but the new account doesn't download any…
When setting up a new account is it possible to continue to list possible Recurring Transactions but don't check by default to create them. I find myself having to unchecked most if not all of them. I personally would like to select the ones I want vs deselecting all of them. I personally believe all off by default vs all…
I am fairly sure this is a new issue. When I am editing a transaction inline, and I press tab to navigate from field to field, the transaction list scrolls down a few rows and the transaction I am editing is barely visible on the screen. I can manually scroll back up but it keeps happening. This seems to only happen to me…
Hello! I just tried repeatedly to get my credit score through Simplifi. I filled out all the information fields, had a verification code sent to my phone, but the verification then fails. I did this three times around 3 a.m. today. Do you know if this feature is down, or if I'm just having trouble making it work? Thanks.
Hello everyone! Here are the issues and features we were able to tackle with the 6.22.0 Mobile Release, released June 2nd: FIXED: When excluding split lines from the Spending Plan, the reminder is not moved to the excluded bucket. FIXED: Some saved reports display an initial instead of the proper icon. FIXED: Investment…
I'm trying to add/sync a new Truist account to my Quicken Simplifi account, but am getting the message that "zzz-Truist Online Banking This Bank is not available right now". Is this a temporary issue, or am I doing something wrong?
We are currently seeing an issue with Merrill Lynch Investments 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…
I recently switched bank accounts. Recurring transfers going from my primary account to a savings account had to be updated to the new primary. Now, I am getting pending transaction showing up with the old account on the transfer, and cleared transactions are keeping this incorrect category which is breaking the Spending…
I saw in an earlier thread that investment income is not included / can't be included in income for reporting and tracking purposes. This renders Simplifi pretty useless to me. As a retiree those numbers are an important part of my monthly income. [removed - no soliciting]
We are currently seeing an issue with Robinhood returning an FDP-101 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 be automatically…
This discussion has been merged.
Hello, It would be helpful if the Quicken team would notify users of known bugs via email or message. I say this cause I spent hours thinking I did something wrong regarding the duplicate transaction issue. Im a new customer and thought I caused it. I finally contacted customer service for help and was told about the known…
How do you add an additional users like a wife and bookkeeper to Quicken Business & Personal? [edited to correct product name]
I’m getting the following error when trying to connect T. Rowe Price Retirement Plans: “We are unable to connect to T. Rowe Price Retirement Plans at this time. Please try again later. Care Code: FDP-102.” I first started seeing this in May 2026, and it is still happening as of June 3, 2026. I’ve already…
This has been working for months, but now it's not. Seeing an error: Care code: FDP-155 Is this currently being worked on?
We are currently seeing an issue in Quicken Simplifi where duplicate transactions have appeared in various accounts throughout the month of May. 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…
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! 👇
We are currently seeing an issue with Advancial FCU returning an FDP-105 error in Quicken Simplifi. This is due to scheduled maintenance on the bank's end. 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 automatically notified of…
We are currently seeing an issue with Randolph-Brooks FCU returning an FDP-106 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…
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…
[REOPENED] 6/2/26: Duplicate transactions suddenly appearing for May & June
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