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[ONGOING] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
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My net worth shows one value on PC and a diffrent value on my phone app?
If you are operating at a loss, the Schedule C total at the bottom of the tax reports displays the amount as a positive amount, which is very confusing. I feel like it should be a negative amount and/or red so it's clear that it is a loss and not a profit. Is there a particular reason why losses show as positive or is it…
Hello, I am hoping the community can help me with a perplexing problem. I wrote the following with the help of AI so it could be as clear as possible. I apologize it is a bit robotic. Subject: Payment into Asset account moves balance the wrong way — need a fix I use Quicken Simplifi on Mac. I have an account called…
Hello, the last few weeks, maybe months, when editing (specifically when splitting) a transaction with a lot of splits (15 or so, for paychecks), if the window is left open to long this error appears in a small pinkish box on top of the screen. It doesnt stop the working from happening, it doesnt stop the update to the…
I have not had connectivity to RW Baird going on 4 weeks. Is there a problem on the Simplifi side? Does anyone else have that issue?
I need to reconnect my account but I never get the login page. The popup window shows the following error. {"code": 401, "message": "invalid_client", "debugMessage": "client not configured for FI", "request_id": "d05cb165f75d4e17a3f8f4e0d096f4d2"}
I'd like to request that OneFinance be added to the supported banks list. https://www.onepay.com/ [added URL]
I only see my cash balance in my acct, rather than existing stocks. I finally gave up and made it manual since I don't do much trading there, but when I do it will be a pain. This works fine for BofA/Merrill.
The account has been sort of working; balance, no transactions. Starting around a month ago I started getting; Account needs attention (Care code: FDP-103) Then… We are unable to connect to E*Trade Bank at this time. Care Code: not.found "Check your credentials". I have, and they work fine opening the E@Trade account. Help.
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 have been getting a 102 error for Blackhawk Bank & Trust for several days now. Anyone else!
MN state sales tax requires I report the total sales income minus the sales tax charged, the total taxable items (without sales tax) and then they calculate the tax. Having a report that can show total sales minus the sales tax and total line items that are taxable would be very helpful.
Background: I turned my HSA account with HealthEquity into a manual account because I was migrated to passkeys. Others experienced this too: Issue: With my past transactions and now the manual transactions I add, the balance is showing as $0. Note this is an "investment account" — however I only hold cash and the balance…
My monthly water bill has a variable water charge and fixed service contract. I just spent 45 minutes in discussion with the Simplifi AI bot and got conflicting information. Here is what I ended up woth. Can anyone verify that this will work properly if the bill comes in at ether over or under the set series amount:…
Is there any updates on connectivity to Raymond James? It has been 5-6 months and Quicken will not connect properly. If not, I will gradually move to another product.
Any ideas as to why my Watch list projection would be two to four times higher than the monthly average? There are no large transactions in this category that should affect this number.
https://retirementlogin.alerus.com/
Hello everyone! Here are the issues and features we were able to tackle with the 6.27.0 Web Release, released July 8th: FIXED: Confirmation message does not appear when deleting a bill or subscription reminder from the Spending Plan page. FIXED: Transaction detail modal does not open when clicking the empty area to the…
With this upcoming weekend, we finally get to celebrate the 4th of July! I plan to barbecue with my family and see some cool fireworks light up the sky. I just have to make sure I don't go overboard with my expenses, of course! What about you? What are your plans this 4th of July weekend, and how do you plan for the…
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…
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…
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