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My account credentials used to successfully connect on Simplifi. I can still use the same credentials to login to NETXInvestor.com. I believe this problem was prompted by NETXInvestor changing my account number (login and pw remain the same) . After trying to re-connect the existing account on Simplifi and getting a Care…
I have transactions that look like this: 0598-money.gg If I make a rule where original statement name contains: 0598-money, it correctly identifies these transactions. If I make it look for "0598" or "0598-" or "money" or "-money" it does not identify these transactions. How might I be able to correctly target these terms?
If you create a manual account for "Other Asset" and enter income transactions, the chart does not display them correctly across the timeline. It seems to only apply them to the last month in the chart but not the actual months they were entered. Looks like a bug of some sort. Pic below for reference. Notice the dates of…
Currently, I have to manually expand all months to ensure that I am selecting all visible transactions before downloading a CSV. As the # of months grow that this product has been out, that could be a lot of scrolling and clicking. It would be nice to have a way of selecting "All" and of course more robust such as by date…
My Watchlists have been broken ever since I first signed up for Quicken nearly three years ago. They always show zero dollars of spending in every category no matter how much is actually spent. I reported the issue at the time, and have been following up with customer support every few months, with no progress or updates…
I know that this happened to me when I was new as well as to many other new users of Simplifi. You want to delete the institution in order to clear out bad connections or whatever. There is a warning that connected accounts and transactions will also be deleted but this warning is not scary enough. My druthers would be for…
I have noticed that the apple cash account has started downloading pending transactions since the latest update. This should not happen for apple cash accounts. I have tried the setting “use bank balance” but that causes my two Chase accounts to show incorrect balances. This issue has just started after the latest Mobile…
Users should be able to specify the start date for the initial set of downloaded transactions when linking an account to a financial institution. For example, I have a manual account that I want to link to the financial institution. All the transactions are already up to date and I don't want to download a bunch of…
[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…
FDP-101 error. My frost Bank account stopped syncing 13 days ago. Please help.
We’re making some exciting improvements to Transaction Search! 🎉 These enhancements are currently available in Early Access. Here are a few of the new things you’ll be able to do: Search by check number Search split transaction amounts Works whether "Show split details" is enabled or not Enabling "Show split details" makes…
SEI Client Connect is once again (for a couple of weeks) giving FDP-101 with exactly the same behavior as the previous times. See link below for previous report. This weekend I will try disconnecting and reconnecting to see if it restores the connection. There is clearly a bigger issue here than what has been addressed by…
We are currently seeing an issue where Apple Wallet accounts are showing inverse balances (positive instead of negative or negative instead of positive) 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,…
Simplifi recently lost connection to Wescom Financial and the thread in the "Current Online Banking Issues" section started by the Moderator has been deleted.
Hello everyone! Here are the issues and features we were able to tackle with the 6.20.0 Web Release, released May 20th: FIXED: Planned Spend expense items are not being sorted correctly. FIXED: Column preferences on the Investments page are not saved and are causing errors. FIXED: Excluded transactions are still shown in…
We are currently seeing an issue with Merrill Lynch Investments returning an FDP-105 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.20.0 Mobile Release, released May 20th: FIXED: Account balance mismatch for Apple Cash accounts. FIXED: Future-dated investment transactions show as a reminder and a transaction, and are missing the payee and account fields. FIXED: 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…
We are currently seeing an issue with Macy's Credit Card 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…
We are currently seeing an issue in Quicken Simplifi where the “Day $” and “Day %” values are showing as 0 in Investments. 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…
We are currently seeing an issue with Venmo returning a "Unable to connect to Venmo at this time. Please try again later. Care: not.found." 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…
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[ONGOING] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
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