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[ONGOING] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
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www.first.bank has updated their website and app, ever since the update Simplifi can't connect and is throwing FDP-106. Is there any timeline when or if this can get resolved.
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…
Is there a way to copy a previous transaction with splits into a new transaction that can then be modified so it does not have to be entered completely manually? It is not necessarily for a recurring transaction and the splits may change, such as principal and interest payments on loans or other expenses that get…
I have personal and business subscription and I would like to transition my personal accounts to a new business account that allows me to select and prepare a business-like balance sheet. We I try to create a business balance sheet, it does not allow me to select my personal accounts. The reply is No Data Available. How…
Hello, I get a FDP-106 error when I try to add my First Command account. This is a new iteration of an error that's been discussed here before. I'm attaching a screenshot below
Please add Denver Water as a Biller. Thank you.
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 not had connectivity to RW Baird going on 4 weeks. Is there a problem on the Simplifi side? Does anyone else have that issue?
Now that Trump Accounts have rolled out, it would be nice to be able to add them to our dashboard.
We are aware of an issue in Quicken Simplifi where Fidelity investment accounts are displaying an incorrect cost basis. 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…
Target Red Card doesn't automatically download transactions. Not only has it not worked properly for over a year, we haven't gotten any updates in that time. See below: The only update was on 5/29/25. I'm making a new post because we can't comment on the above post, and all previous posts regarding this have been closed. I…
Hello and help, please! Transactions from my Associated Bank credit card are all posting as negative, even if it is a positive transaction (such as returns or payments). It is my main spending account so I don't really know if this is happening with my other accounts as well. For example, I recently returned a purchase to…
Hello,I am writing to formally request that Quicken Simplifi add native support for Crew Financial (a fintech banking platform).Currently, Crew Financial accounts are held under the hood by Bangor Savings Bank. However, because Crew utilizes its own proprietary front-end login portal and user database, users cannot log in…
Simplifi still has the bug where balances get adjusted ahead of transactions being matched - leading to balances being off because of pending transactions not getting cleared. Discussed elsewhere including here…
Adding the Rules panel to the Transaction Detail page would make it infinitely less complicated to create transaction rules.
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…
We are currently seeing an issue with Robert W. Baird & Co. returning an FDP-105 error in Quicken Simplifi after failing to receive an MFA code. 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.26.0 Web Release, released July 1st: FIXED: Column width UI issue on the Transfer Activity page. FIXED: Subcategories missing from transaction category dropdown after downgrading from QBP to Basic. FIXED: Various errors and crashes. UPDATED:…
Hello everyone! Here are the issues and features we were able to tackle with the 6.26.0 Mobile Release, released July 1st: FIXED: Bill Connect option is missing in the Series Created confirmation screen. FIXED: The filter count on mobile is inconsistent with the web version. FIXED: The opening balance for a manual account…
We are currently seeing an issue where users are unable to create the required profile to start credit score tracking 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…
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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