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https://help.coinbase.com/en/creditcard/budgeting-app?app_tracking_transparency_enabled=true Coinbase has a credit card powered by Amex. Currently, the Account API connection does not see the credit card account. Coinbase recently added support for this connection. Can an engineer on the team please review the attached…
This discussion was created from comments split from: QBP: Ability to delete ALL business categories (edited).
After May 3, my Horizon CU Visa Platinum credit card account transactions stopped updating in the transaction feed. I disconnected and then reconnected the account, hoping the missing transactions would appear, but they did not. I have several Horizon accounts, and all of them except the CC account are updating.
I have a BoA checkings account that I use to pay my BoA CC. This has been a source of annoyance for past couple months. On the day of the payment, there's a pending transaction. On the next day, rather than going from pending to cleared, it appears that it gets merged. When this happens, the pending transaction actually…
The update yesterday said the connection issue to SchoolsFirst FCU was resolved however, I am still getting this response when I try to reconnect: [edited image to reduce size]
Haven't been able to connect to my Thrift Savings Plan account for something like 9 days. Tried disconnecting and now it won't reconnect at all. Very frustrating. Need someone to address ASAP. Additionally, the AI assistant is not helpful. Just say you can't speak to anyone after 5pm PST and be done with it.
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…
Please add live oak bank. www.liveoakbank.com
This discussion was created from comments split from: HealthEquity FDP-108 error (edited).
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
The Investments report on the Dashboard > Investments (for both web and app version) offers no time range but defaults to past 30 days (for which I prefer YTD). The Investment report also has a (meaningless axis icon in upper right) which space could be better suited for the time range dropdown. The Investments report on…
Net Worth The Net Worth data is displayed in 3 locations: Menu > Dashboard, Menu > Net Worth, Menu > Reports > Net Worth Menu > Dashboard > Net Worth The Net Worth report on the web Menu > Dashboard has a dropdown to define the time range (for which I prefer YTD). Upon clicking anywhere in the Menu > Dashboard > Net Worth…
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…
I'm trying to establish a new account with CitBank. Simplifi cannot connect. I can connect using my browswer with no problem. I have establish three other account sucessfully. I tried many times to establish this connect. I get the message.. "Please enter a valid username and password. Try again." Could somebody besides…
We are currently seeing an issue with Farm Credit Services of America blocking connectivity in Quicken Simplifi. Users will see a message stating: "Connections are blocked from May 14 12:25 PM MDT to May 16 12:55 AM MDT. You'll be able to reconnect after this time." If you're experiencing this issue in Quicken Simplifi,…
Hello everyone! Here are the issues and features we were able to tackle with the 6.19.0 Web Release, released May 13th: FIXED: Tax group preview not displayed as expected when creating or editing tax-related categories. FIXED: The banks listed in Settings > Accounts are not in alphabetical order. FIXED: Split transactions…
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…
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…
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…
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…
[UPDATED] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
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