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Hello, Mechanics Bank recently merged with HomeStreet Bank and all of the HomeStreet customers ended up on an additional portal —Online Banking Plus =⇒ I believe it is a standard Fiserv Online banking site. Can we find a way to add this to Simplifi? main website: www.mechanicsbank.com Online Banking Plus portal:…
This is really needed for Cash Management accounts from Fidelity and other Investment Firms that act like checking accounts. Generally they come with debit cards, bill pay and checking features. The cash in the accounts is generally tied to interest from Sweep Bank accounts or to a single cash fund such as a Government…
Android app, “Showing all transactions” line doesn’t update when a filter is active. This should instead show the filtered count and total $ amount.
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! 👇
I’m getting the following error when trying to connect T. Rowe Price Retirement Plans: “We are unable to connect to T. Rowe Price Retirement Plans at this time. Please try again later. Care Code: FDP-102.” I first started seeing this in May 2026, and it is still happening as of June 3, 2026. I’ve already…
I have read and followed the instructions for manually importing transactions. I am importing from Monarch, which has a "transfer" category that is special, similar to Simplifi's. However, it doesn't link to a transaction at the other end. When I import transactions that have their category set to transfer, Simplifi…
I will start fresh - I have numerous accounts where all the transactions are perfectly categorized in another software, Monarch. How should I approach creating those accounts in Simplifi and then importing them? Should I allow Simplifi to initially download transactions, then delete them, then import them? Should I create…
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?
I understand there is a category for Transfers but I track multiple types of transfers in my financial life so it would be good to have a category group for transfers of different types. Defaults could be Transfers and Credit Card Payments but we should get the ability to add our own, for example loan payments.
I have several credit cards with positive balances; for example: because of refunds, etc. the bank actually owes me. But in the summary section (above the cash flow graph) the balances of all my cards show as a positive number, i.e., no negative sign, regardless of who owes who. They are correct on the side panel to the…
This discussion was created from comments split from: E Trade connection started failing 2 days ago. FDP-102.
This discussion has been merged.
I'm getting real estate value changes twice a month - on the 23rd and the 26th of every month. One update often cancels out a bit of the other like 23rd may +12000, 26 may -8000. Why is it not posting one update of +4000 on 26th?
This occurs when balance with pending is checked on the dashboard list of accounts. The credit card transfer side is showing as cleared and the checking account side of the transfer transaction is showing as pending. The pending side of the transfer is not subtracting from the checking account balance. This is likewise in…
In the account setting i don’t need to see the 2007 account which was closed or similar closed accounts. I still want the data to be used in networth or other reports but this avoids doom scroll when I need to pick an account to fix something.
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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.22.0 and 6.22.1 Web Releases, released June 3rd & 4th: FIXED: For transfer series, you cannot see the linked historical transactions when the series amount is $0. FIXED: Accounts List expand/collapse behavior is inconsistent. FIXED: When…
Hello everyone! Here are the issues and features we were able to tackle with the 6.22.0 Mobile Release, released June 2nd: FIXED: When excluding split lines from the Spending Plan, the reminder is not moved to the excluded bucket. FIXED: Some saved reports display an initial instead of the proper icon. FIXED: Investment…
We are currently seeing an issue with Robinhood 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 automatically…
We are currently seeing an issue with Advancial FCU returning an FDP-105 error in Quicken Simplifi. This is due to scheduled maintenance on the bank's end. 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 automatically notified of…
We are currently seeing an issue with Randolph-Brooks FCU 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…
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…
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[ONGOING] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
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