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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…
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?
We are currently seeing an issue with Nationwide Retirement Solutions 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…
We are seeing a rise in 103 errors being reported when attempting to add or update accounts with Venmo in Simplifi. We are working to resolve this as quickly as possible, however, there is currently no ETA on when a resolution can be expected. If you would like to be automatically notified of any updates regarding this…
We are currently seeing an issue with School's First FCU 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…
I rent my RV out as a business and use an online rental platform that does all the listing, verifying renters, insurance and money handling. They receive the money, take a percentage off for their services and send the rest to me. I would like to include that percentage as an expense but can't figure out how to do that on…
Currently, when you select an option, including dollar amount, for the projected other spending category, it uses that amount to project for all future months. However, my income and bills (quarterly, annual) may change from month to month. It would be a great feature to be able to edit the projected other spend on a…
It looks like most actions on the app take longer as more people use it. Until the delay issue is resolved (and even after that) it might be a good idea to provide some sort of an indication that my request was not ignored/did not silently fail. Example: when I mark a transaction as reviewed, the check mark takes a few…
This discussion was created from comments split from: Bank of America Quicken Simplifi FDP-105 Error.
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.
northwesternmutual.com Cash value for Universal/Whole Life Insurance Accounts. I get not needing Term Life or Disability Insurance products, but Permanent Insurance accounts are a form of investment.
I’m testing Quicken Business & Personal / Simplifi-style QBP reports and exports. So far, the main Income & Expense report export appears summary-oriented. The Flat and Nested CSV exports seem to export category/report totals rather than full transaction-level detail. However, when drilling into a report amount, the…
I used to have the Account column in the transaction activity download, but recently it disappeared. How to add it back?
Bug 1 is that Quicken updates balances without properly clearing transactions producing an artificial low balance that has been discussed elsewhere. Bug 2 is that when this occurs, the website shows a negative balance but the warning email SHOWS POSITIVE BALANCE of the same amount. It takes some detective work between my…
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…
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…
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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