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Hi, I've noticed that I'm missing historical transactions from several of my accounts for April 2026. It seems specific to the first two-ish weeks of the month from what I've seen so far. It also seems to be related to all account types. That said, I've confirmed Bank Accounts and Credit Cards for now. I've verified it…
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…
This problem started 2 days ago. I tried to reset connection, and the problem is still there: We are unable to connect to Raymond James & Associates at this time. Please try again later. Care Code: FDP-102
despite authenticatingnsuccessfully many times Simplifi keeps reporting a connection issue and asking to reconnect.
We are aware of an issue in Quicken Simplifi that is causing some transactions to be missing. We will be rolling out a fix shortly to address the issue. If you would like to be automatically notified of any updates regarding this issue, please "bookmark" this Alert by clicking the bookmark ribbon in the upper right corner.…
I have two businesses I visit on a weekly basis, and instead of inputting all the information verbatim each week I was thinking if there is a way to setup a recurring data and just confirm each week that I visited. What do you all think?
I have a Robinhood account that I pull into Simplifi to track among my other investments. The overall account balance shows correctly, but the individual investment line items for Ethereum (ETH), Bitcoin (BTC), Litecoin (LTC), and USDC are referencing different assets than expected. The ETH symbol references a "Grayscale…
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?
I'm trying to add a Vestwell 401K account and I do not see it listed. Can you please offer the option to connect their system via Simplifimoney?? I would add them manually but I'm also have issues today with Simplifimoney manually adding accounts. I keep getting "An error occurred. Please try again" when I try to add an…
If a transaction is recorded in a manual non-linked account in an expense category, those transactions are not included in any reports. They are not included in the net income, which makes it inaccurate because they should be included. If I record the same manual transaction in an account linked to a bank, those…
Can someone please advise the best way to handle this situation. I have a new car loan with my credit union - I have set up the loan in Q but apparently it does not support loan pmts so this will have to be a manual xfr every mo The car loan is pulled from my payroll on the 15th and 30th…. HOWEVER, it is never deposited…
This discussion has been merged.
Hi, somehow my connection to Wells Fargo is failing and it goes in a loop but does not work. Is this a known issue ?
Add a clear visual indicator for bills that have been manually marked as paid. Right now, there’s no status marker on the Bills & Income page when something is marked as paid. A simple check mark or other indicator would help a lot. Another option would to also reflect this in the calendar view as well. I noticed it…
Is there some kind of widespread problem with Simplifi this morning? I'm experiencing many errors. First, as I'm entering transactions into my Manual accounts, I keep getting an error that says "An error occurred. Please try again." And then "Sorry, we are unable to make your changes." Here are screenshots (I did use the…
Hello everyone! Here are the issues and features we were able to tackle with the 6.17.0 Web Release, released April 29th: FIXED: Closing a financial institution does not close the associated banking accounts. FIXED: The 'Search' button isn't working when searching for a financial institution. FIXED: Kelley Blue Book…
We are currently seeing an issue with Barclays returning an FDP-103 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…
NEW 5/1/26: Missing transactions in Quicken Simplifi
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