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The connection to Golden 1 has been broken for 17 days (since Golden 1 updated its website and app). A moderator has reported/announced it's a known issue; however, there are no updates or a projected time to resolve it. My specific error is Care code: FDP-105.
I can get my E*TRADE Investments account to sync in Quicken Simplifi, but none of the stocks appear in the Investments tab, only the cash balance. I've tried resetting the connection and re-syncing. At one point, E*TRADE Financial Credit Card somehow showed the investments, but that doesn't work anymore.
A client paid his invoice. I assigned his payment to his invoice before I deposited it. Then when Simplifi updated the info from the bank, it added that amount to the Simplifi total. It looks like I took in the payment twice now. My balance was right with the bank until this deposit. How can I get the amount to not show…
I just want to make sure I understand this correctly. If i delete…say 60 transactions from an account I can't import them again? Why would you guys do this?
'Shopping' appears to be the default category if Simplifi doesn't know how to categorize a transaction. I like to filter on 'Shopping' to find them so I can update the category. But it appears to include transactions that were originally 'Shopping', but I have since changed. Please make a way to filter only on transactions…
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…
This discussion has been merged.
The ability to create Rules to automatically categorize transactions has been life changing. It would be really useful to see in the transactions view a little icon or something that signifies if the category was set via Rule. This way I would know if I already set a rule for this type of transaction or not. Sometimes I…
If possible when reviewing these items have check boxes for deleting multiple items at once.
This would allow the user to enter more details about the transaction. E.G. a transaction with "dave's red running shoes" would be more helpful than a category of 'shoes'.
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…
When setting up a new account is it possible to continue to list possible Recurring Transactions but don't check by default to create them. I find myself having to unchecked most if not all of them. I personally would like to select the ones I want vs deselecting all of them. I personally believe all off by default vs all…
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 in Quicken Simplifi where duplicate transactions have appeared in various accounts throughout the month of May. 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…
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! 👇
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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[REOPENED] 6/2/26: Duplicate transactions suddenly appearing for May & June
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