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[ONGOING] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
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When I click on the bell to retrieve a message to me, I get the following error message: Permission Problem You need the Vanilla Discussions View permission to do that. This is brand new. Clicking on previous messages works fine.
This has been raised before, but the threads keep being closed… I have provided the information to support regarding this issue, but it does not seem to get esacalated. The main issue is that if you have an account with HSA Bank and then decided to invest your funds, it is invested in a subsidiary called HSA Invest. While…
I have two 529k accounts set up on this Georgia plan for my grandchildren. I added these to my Simplifi account several years ago and until recently have had no problem connecting and downloading data from them. Starting last week I started getting 102 errors. I tried resetting the connection and when that did not work I…
Hello, Some new payment/deposit transactions from my Robinhood account are coming in with the wrong sign. Two new deposits (one from my cashback, and one wire transfer) are in there as expenses rather than positive transactions. Is this a known issue? Thanks.
This discussion was created from comments split from: Target Redcard shows wrong statement balance and date in credit card details (edited).
I use AI to read a PDF of a receipt I scan with OneDrive to categorize the items. Then I take the output to split the transaction and then import the receipt. Add a feature to categorize and split automatically when the receipt is imported.
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.
The achievements which are described as: "Log in to Simplifi at least one time each week (consecutive weeks)" Well, i haven't even earned the two week achievement yet, and I believe I logged in just about every day for the last 14 months. Not really a big deal, but I figured i'd report it in case this was not known.
We are currently seeing an issue with FirstBank of Colorado returning an FDP-7500 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…
We are currently seeing an issue with Bank of America 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 to be…
I had a client pay with two payment transactions, how can I send a single receipt and include both transactions.
This discussion has been merged.
I want to start over from scratch. How can I change the planned spending available amount to 0? I also want to delete the current transactions and start fresh in July. How do I do that? I tried deleting all my accounts, but then when I re-added them all the transactions popped up again.
Multiple splits with transfers that are the same amount do not get linked to separate transactions in the receiving account. I have two splits that are transfers to the receiving account for the same dollar amount. They both get linked to a singular transaction in the receiving account. This is obvious because when I…
Can't find this topic exactly covered elsewhere, apologies if I have missed it I have some loans 'out' to family and friends, some interest bearing and some not. To be paid back over a period of time. They are like investments, I suppose, but the current investment categories don't seem to work for a 'simple' cash loan,…
Hello everyone! Here are the issues and features we were able to tackle with the 6.25.0 Web Release, released June 24th: FIXED: When creating a transaction rule, multiple rules are created when navigating backward through the flow. FIXED: Splits are not saved for the transaction when creating a recurring series at the same…
We’re excited to introduce an updated Transaction List toolbar on the Quicken Simplifi Web App! This enhancement delivers a cleaner, more streamlined experience and makes some of the most commonly used tools easier to access. This feature is currently available to 20% of Early Access users on the Quicken Simplifi Web App.…
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…
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…
We are currently seeing an issue with Happen Bank returning an FDP-155 error in Quicken Simplifi after rebranding from LendingClub. 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…
Hello Community! We’re exploring a new aggregated summary for credit card details in Quicken Simplifi. This would allow you to view all your credit cards in one place, helping you more easily understand balances and decide when and what to pay off. We’d love your feedback! If this is something you’re passionate about or…
Imagine you could go back in time and give your younger self one piece of financial advice. What would it be? Whether it was something you learned the easy way or the hard way, your experience could help someone else on their financial journey. Share your advice below! 👇
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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