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NEW 9/22/26: LPL Financial returns an FDP-102 / FI_TIMEOUT error
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Steps to reproduce: Open up an expense that was previously not set to "Exclude from spending plan". Add a split to the transaction where one part of the split is set to "Exclude from spending plan". Open up a spending report & add in the "Not Excluded in spending plan" filter. Result is that both parts of the split are…
The connection stopped working a few days ago. reset didn't work Deleted the account, initial login and consent request is fine. I can see a refreshed 3rd party access approval on my ML account. yet I get this: ========================================= Merrill Lynch Benefits OnLine ml.com Authorization access required We…
Beginning Sept 13, TreasuryDirect has been switching users to now log in with ID.me (https://www.treasurydirect.gov/savings-bonds/help-center/faqs/idme-faq/). It appears this new login method is not yet supported — when I try to update my TreasuryDirect account in Simplifi after it switching to login with ID.me, I get Care…
[removed - duplicate post]
Hi, Just subscribed to Quicken Simplifi. My balance for my Chase checking account is off by close to $110. There are pending transactions, but they are reflected in my Chase balance The quicken simplifi balance is $110 LESS than my actual chase balance, even including the pending transactions. Any suggestions on what to…
When are you folks going to update the mobile app and correct the slow and buggy operation?
Hello everyone! Here are the issues and features we were able to tackle with the 6.38.0 Mobile Release, released on September 23rd: FIXED: Mismatched behavior between web and mobile for the Watchlist target line. FIXED: Text font size is extremely large after update. FIXED: Keyboard doesn't auto-dismiss after creating a…
After a set of ludicrously circular conversations with the AI chatbot, I'm posting here to see if other humans are experiencing something similar with the Watchlist "This month: Spent so far" amounts being wrong (way too high). I have about six watchlists I use regularly to monitor my spending, and I discovered yesterday…
iOS app has always been slow with editing and recategorizing transactions. Pages will load twice and not save quickly after being edited. It’s super buggy and getting worse. The new review transactions feature is even worse. Each entry takes 20-30 seconds to respond to a screen press. The app is only getting more unusable.…
It seems that every time I log into Simplifi, it requires an MFA code via text. I don't remember this happening before. Even if I log off and log right back in, it still requires a code. I checked my Chrome browser and there's nothing that is clearing cache. Is this by design in the app? What settings can I check to avoid…
hi! just a perhaps contrarian viewpoint. Please make it's inclusion of 'Ask AI' an optional pay-for feature - one which I think you would have zero subscribers of. I don't want a price increase to cover your inference costs because other users won't learn to use (very simple) features. Thanks!
There has been an ongoing issue with the connection to US Bank CTP-17803 // CTP-17684. This is restricting the ability to pull in daily account transactions that is impeding the use of the Simplifi app especially for managing the Spending Plan. There haven’t been any updates since 9/16/26.
My Investments tab summary Total gain does not equal the sum of the individual holdings’ Total gain I was asked by the "Ask AI" tool to report this to Simplifi Support. Not sure if the issue is just for me or if it affects others as well.
For the past almost week, everytime I open Simplifi, I get this message about my Edward Jones account and I have to get the code, and answer questions. I have deleted the accounts/connection and re-added it and the same thing happens. Please advise "The server terminated the refresh operation due to length of time."
My recent credit payment is showing up in Simplifi twice, causing a large discrepancy in my checking account balance. Additionally, I see some blank transactions. Please see attached screenshot. I am happy to delete the duplicate, if that’s the best path forward, but please investigate why this happened. I am unable to do…
Kemba FCU (kemba.org) changed their banking login process this morning. Instead of logging in at my.kemba.org, it's been changed to digital.kemba.org. I've tried updating the existing connection and, when that failed to work, I made it manual and tried to add as a new account and I'm getting the error below: Your account…
We are currently seeing an issue where American Express authorized-user credit card accounts cannot be reconnected in Quicken Simplifi after performing a connection reset. After signing in with the same American Express credentials, Quicken Simplifi displays: “You have already added all of your accounts at this bank.” This…
Hello everyone! Here are the issues and features we were able to tackle with the 6.38.0 Web Release, released on September 23rd: FIXED: Holdings detail pie chart displays a single account for a holding that is held across multiple accounts. FIXED: Breakdown views in the Spending Dashboard don't consistently handle positive…
We are currently seeing an issue with LPL Financial returning an FDP-102 / FI_TIMEOUT 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…
We’re excited to introduce a new Source column in the Transaction List, now available in Early Access for Personal customers! 🎉 This optional column gives you a quick look at where each transaction came from and its current status, including: Source: Download, Manual, or Series Match status: Whether the transaction has…
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?
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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