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This discussion was created from comments split from: Split transactions should be treated as separate transactions (2 Merged Votes).
Osaic. I am trying to connect my Simplify account to Osaic. The log-in URL is "https://app.osaic.com/equipt/" I do see other institutions with "osaic" called out in the account search, but not the one associated with equipt. Can you enable this connection?
LOVE the ability to manually create transactions out of reminders. On my end it creates the transaction but puts it in "Pending" status. In my opinion, since the end-user is knowingly, manually creating this transaction, it would be better to automatically put it into "Cleared" status when the transaction is created, so…
I see that you FINALLY after 18 months of people bringing this up, added Neuberger Private Wealth. Unfortunately I get an error FDP-103. I am concurrently logged on to nbprivatewealth.com so the error message is useless. Please don't provide the silly generic steps that you have provided to everyone else that complained…
We are receiving reports that users are unable to connect to Marcus by Goldman Sachs because the bank no longer supports downloading. Users who have previously connected their accounts to Marcus by Goldman Sachs will see a message that the bank no longer supports downloading when they try to update their accounts. This is…
We are currently seeing an issue with Grand Bank-Tulsa OK returning an "invalid_client" error during the OAuth flow. 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…
We are currently seeing an issue with ATB Financial returning an FDP-101 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 be…
Hi, I have some accounts that report a balance with pending transactions already debited; and, other accounts that report a balance preceding pending transactions. It -appears- in both Simplifi documentation and in the user interface that you can tell Simplifi to interpret balances for individual accounts as with-pending…
We are currently seeing an issue with Bank of America returning a "Something went wrong" error in Quicken Simplifi. Users may encounter an error message: "Something went wrong. We're unable to authenticate you. Go to the bank fo America site or app you typically use to manage your third-party consents for assistance." This…
It seems that my account always gives me 103 errors when I try to add a new account. In fact, I let my Simplifi expire because I could not get any help resolving this issue. I see that Natalie said that the account "MOST Missouri 529 Savings" was already added to Simplifi's list of FIs, so she closed a discussion. I can't…
Is this new in Web Release 6.12.0? I just noticed that with Show Splits Option off that when I hover over the Split in the Transaction List, it shows me what the split is. This is very nice. I've been in Show Splits for a while, so may have already been there, but it is newish. Thanks.
if I go to projected cash flow from my ipad, And I edit one future transaction amount, such as adjusting a credit card payment, Future cash flow balances do not update unless I leave the projected cash flow screen and come back in.
When I filter on a category, I get different results depending on whether the transaction list is in "Show split details" mode. — "Show split details" mode ON: the split that has the filter category is included in the results (but the other splits in that transaction with different categories are not) — "Show split…
I opened a new CD in the E*Trade bank and all's well. I opened a 2nd CD and have been trying to bring it over SQ. I'm doing exactly the same as I did for the first CD. I get the following from the "NEW, Add Account" attempt: E*Trade Bank "You have already added all your accounts at this bank." Both CD accounts have been…
I updated on my pc this morning and the result was that some of my accounts are corrupted. I have some year end balance adjustments to my brokerage account that have been showing as 'pending'. Now they are 'pending' in my checking account. On my phone the account balances seem to be correct but the total/net-worth is…
Hello all, I’m getting married in about 6 months. My fiancée has used Simplifi in the past (though not as extensively as I have). We recently purchased a home, and I know we’ll both want to view finances together and stay aligned on budgeting, etc. I haven’t tested this yet or made any changes, but I’m looking for…
This discussion was created from comments split from: My history with Quicken.
At the top of the list when looking at one account, it will tell you the last day/time it was updated. I would suggest that when looking at All Accounts, it should show me the last time all accounts were updated (ie: the last time/date of a full refresh). I would also want the same date/time to show if just looking at…
We are currently seeing an issue with PennyMac Home Loan Solutions 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 will post updates as soon as we do. If you would like…
We are currently seeing an issue with Comerica Bank returning an FDP-106 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.12.0 Web Release, released March 25th: FIXED: Deleting a Recurring Series from the Edit Series modal does not generate a confirmation prompt. FIXED: Cash placeholder icon is using the incorrect background color. FIXED: Incorrect top and…
Hello everyone! Here are the issues and features we were able to tackle with the 6.12.0 and 6.12.1 Mobile Releases, released March 25th & 26th: FIXED: Searching transactions by payee fails when the payee name begins with a number. FIXED: "Add with Zillow instead" option is missing when adding a manual real estate account.…
We are currently seeing an issue with American Express returning an FDP-101 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're experiencing this…
We’ve introduced Credit Card Details, a new enhancement that makes it easier to stay on top of your credit card activity—all in one place! This feature is now available in Early Access on both the Web and Mobile Apps. When viewing a credit card from the transaction page, you can now quickly see key details such as:…
Hey everyone! Let's talk about balancing our financial goals with the things we do for fun. How do you budget for your favorite hobbies, collections, or entertainment? I like to treat my hobby spending as its own dedicated category in my Quicken Simplifi Spending Plan. I make sure to carve out a specific "fun fund" each…
Bank of America will begin its migration to a new API platform starting today, 2/24/26. This will affect users in waves, meaning not all users of Bank of America-affiliated Financial Institutions (FIs) will be affected at once. The list of affected financial institutions is: Barnes & Noble BOA FIA Card Services World…
We’ve made an update to improve navigation and help you access key actions more quickly in the Web App! This enhancement is currently available in Early Access. The Notifications, Help Center, Settings, and Profile menu options have been moved to the top-right corner of the screen. These options will now remain visible as…
[ONGOING] 3/4/26: The Golden 1 Credit Union returns an FDP-105 error
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