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NEW 9/8/26: America First Credit Union FDP-7500 / CP_SERVER_ERROR / Account Error
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[removed] Hi - I have 2 401Ks at Principal Financial Group. Starting earlier this year, while updates successfully completed without any connection error, the balances on these two 401K accounts were not getting updated. When I contacted you, you suggested that I reconnect to Principal. I tried this and it worked, but only…
I saw the new dashboard and updates from a pop-up in Simplifi weeks ago. I went to Reports, and when I returned to the dashboard, it was the old one, and I have not been able to view the new one. I have toggled early access, emptied cash, and tried several fixes, none of which work. How can I get access to the early access…
The institution is associated with Cape Ann Savings Bank, which I have successfully added to Quicken Simplifi. The URL is (https://www.capeannsavings.bank/financial-advisors) any help would be greatly appreciated.
Hi folks, I am hoping you can help me with a problem. Before I start, here are my system details: MacBook Air 15-inch, M4, 2025, macOS Tahoe 26.5.1, Safari 26.5, using Simplifi in the web app. Today Simplifi forced me to disconnect and reconnect to my bank. When I did, I found I had a duplicate account. I am sure the…
Saint Paul Federal credit Union recently upgraded their online banking but in doing so broke the connector with Simplfi. I now get the FDP-101. I disconnected and tried reconnecting but got the same error.
I was recently able to get Simplifi to re-connect to my T. Rowe Price accounts. While it will show the total value of the account, if I go in to view the individual holdings, it states that there are no holdings. If I look under the Transactions tab for it, I can see my contributions and notations of Dividends to me, but…
When I open the mobile app (iOS), it shows me recent transactions but there is no New Transaction button. I have to tap onto the "Recent Transactions" heading so it will bring up the All Transactions list which does have a "+ New" transaction button in the upper ri Can you put a "+ New" button on the Recent Transactions…
The bank, aggregator, or Simplifi system sometimes create mysteriously misnamed Payees and miscategorize transactions. Simplifi could help users by adding a global option to replace the incoming Payee field with the 'Appears on your statement as' field. The later field often provides critical context for the transaction.
Value is correct in the transaction totals view but its wrong when I click to drill down and it opens the Investments view. It appears that maybe the volume of units is incorrect but hard to tell exactly as there is no corresponding transaction to inspect.
Hello everyone! Here are the issues and features we were able to tackle with the 6.36.0 Mobile Release, released on September 10th: FIXED: Time interval is shown on mobile transaction reports. FIXED: Deleting a transaction rule in Settings > Rules reopens the Edit Rule dialog for the deleted rule instead of returning to…
I have a recurring transaction set up for a paycheck. Each pay day I need to edit the splits by a penny or two for taxes being rounded. On the PC browser, I simply edit the deposit amount to clear the “left to split” and to match the actual paycheck. Simple. (I am so happy splits got added to recurring transactions by the…
I was updating my categories to delete ones that I wasn't using and I shuffled around Dining & Drinks. I think I renamed it to Restaurants. After I did so my restaurant transactions stopped auto categorizing. I switching it back to match the default but everything is still not being auto categorized. Is there something I…
continuing https://community.simplifimoney.com/discussion/comment/70176#Comment_70176?utm_source=community-search&utm_medium=organic-search&utm_term=liveoak because it still doesn't work. I have verified that my login information is correct I have verified that login on the bank website is working Check for an app-specific…
I recently added my GM Financial account to Simplifi, no problem there. However, as I have been using Simplifi since then, I am prompted to enter a 2FA code. The issue is that Simplifi will request two times, so I will receive two 2FA codes in my email, but I have to use the second code. The issue seems to be that when…
I often want to filter transactions and want to look at everything EXCEPT one or two categories (same could apply to payees or anything else). This doesn't appear to be possible without tediously manually checking every box except the one or two I don't want. The task would be easily doable if there were a "select all" box…
Currently transactions received via a Stripe Account and can split, categorize, tag, etc…. but users cannot create a rule that applies to transactions in the Stripe Account because Stripe does not show in the list of Accounts that the rule could apply to. In Simplifi, Stripe is a 'service that is activated'. For small…
We are currently seeing an issue with Fidelity returning an FDP-2505 error in Quicken Simplifi. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they become available, please click the bookmark ribbon located in the upper right. If you do not see the bookmark…
We are currently seeing an issue with HSBC Bank returning various errors in Quicken Simplifi after a recent website change. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they become available, please click the bookmark ribbon located in the upper right. If you…
We are currently seeing an issue with America First Credit Union returning an FDP-7500 / CP_SERVER_ERROR, or an 'Account Error' error if the user is on Plaid, in Quicken Simplifi. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they become available, please click…
When I get up in the morning, I like to have a cup of decaf coffee or tea. I like the flavor, but I can't have too much caffeine. What beverage do you like to drink when you wake up?
Transaction Detail is getting a new look on the web! When you add or edit a transaction in Quicken Simplifi or Quicken Business & Personal, Transaction Detail will now open in a drawer on the right side of the screen rather than as a pop-up window. While building the new Transaction Detail experience, we noticed the…
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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