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UPDATED 9/15/26: America First Credit Union FDP-7500 / CP_SERVER_ERROR / Account Error
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the iOS app and the web app has been getting slower and slower. It’s almost unusable. Please give some effort is optimizing the code so it’s not so slow
Now that Trump Accounts have rolled out, it would be nice to be able to add them to our dashboard. URL: https://trumpaccount.com [edited to add URL]
I’m attempting to connect my Stash account for ongoing, permanent use and consistently receive Error 102, which prevents successful connection. I’ve already tried all recommended troubleshooting steps: Multiple browsers Incognito/private tabs Different connection attempts and times Notably, Stash does send the verification…
Hello! This is a long post so I appreciate anyone who spends the time reading. I'm having a bit of a crisis with split bills and I'm reaching out to the community to try and crowdsource a solution. Me and my spouse use Splitwise to keep track of shared expenses in the home. This includes rent payments, utilities, car…
I would love the ability to visualize our data using a Sankey diagram. They are visually appealing and a quick way to ingest a lot of data rather quickly. I have posted a picture below for those who are not familiar with the Sankey diagram. See below: It would be awesome to see within the monthly summary, across various…
Hello everyone! Here are the issues and features we were able to tackle with the 6.37.0 Web Release, released on September 16th: FIXED: Investments Performance chart briefly displays data before showing "Not enough data available" for a single-day date range. FIXED: Quicken Assist Chat fails to find transactions when…
Somebody needs to figure this out. It's been several weeks now and is very frustrating. I will NOT be renewing my subscription to Simplifi if this isn't fixed soon.
Suggestion to add a monthly option for billing over annually. it is easier to budget and that is what this app is all about. Please add this idea.
I keep getting this pop-up while on my laptop: I have pressed don't show again. It's popped up about 10 times in my 5 minute session (sorry make the 11 because it just popped up again). It's gotta stop.
Trying to connect to my credit union but getting this error. Anyone else with this issue? URL is https://secure.communityamericaonlinebanking.com/
We are currently seeing an issue with U.S. Bank returning an FDP-105 / FI_WEBSITE_UNAVAILABLE 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…
Hi - question about merging transactions on the web version of Simplifi. Is there a way to merge CC transactions from the same payee in one day or even across multiple days ? Or is the only way to manually total the amounts, edit one transaction with the total & then delete the other transactions ? Thanks
I have 2 or more accounts at banks that are linked by one password. These transactions are not downloaded to the individual banks anymore. Manually to Import transactions at Capital one does not work either. I have been reporting and issue inside the Quicken for weeks now. Where else can I report to get help?
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…
Please ad the ability to see a historical balance sheet - required for tax preparation!!!
I have two separate Simplifi accounts, and both connect to Raymond James. In my personal Simplifi account, Raymond James investment cost basis downloads correctly and continues to update. In my mother’s Simplifi account, the Raymond James holdings, share quantities, prices, and balances still update correctly, but the cost…
Hello everyone! Here are the issues and features we were able to tackle with the 6.37.0 Mobile Release, released on September 16th: FIXED: Able to double-tap "Help" from the Navigation and Profile menus, which opens multiple instances of the help page. FIXED: Quicken Assist Chat fails to find transactions when searching by…
We are currently seeing slowness and freezing in the Quicken Simplifi mobile app when navigating, reviewing transactions, and updating transactions. 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…
Want to keep an eye on your spending during a specific period? You can now set a time range for your Watchlists! When creating or editing a Watchlist, turn on the Time range toggle to add a Start date and End date. Choose the dates you want to track, and your Watchlist will focus on spending within that timeframe. The…
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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