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UPDATED 10/19/26: Discover / Capital One FDP-101 error
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X Money uses Cross River Bank (885 TEANECK RD, TEANECK, NJ 07666), routing number 021214891 Login URL: X.com or the X app [added login URL]
Just about 100% of the people I know have an Amazon account at this point. It would be amazing to have some workflow/features that would help us split the credit card charges by the Amazon purchase details, when categorizing/splitting. I know someone wrote an Amazon order detail syncing thing for another product, just…
I have many entries from Publix and Kroger that get automatically categorized as "Groceries." So, "Groceries" is one of my "Most Used Categories." However, when I pull up the dropdown list to change a transaction's category, I don't need to see "Groceries"; that is almost never what I need to change a category to. I need…
Having the 'Mark as Paid' option on a reminder is really helpful. However, I noticed that if I mark a reminder from a series as paid, the transaction doesn't have the ability to get unlinked to the series. The 'Unlink' option is greyed out. Is there any particular reason for this? I would like to be able to unlink…
Any update on the progress of resolving the CIT Bank connectivity issue?
I have been using Simplifi without my Amazon Store Card ever being added to accounts. Today I noticed when the auto payment was made the transaction was showing as an expense from my bank account instead of a transfer. No offsetting entry was being added. I added the account and assume the next payment will be recorded as…
For the past almost week, everytime I open Simplifi, I get this message about my Edward Jones account and I have to get the code, and answer questions. I have deleted the accounts/connection and re-added it and the same thing happens. Please advise "The server terminated the refresh operation due to length of time."
Continue to get following Quicken/SImplifi Message when trying to connect to Huntington National Bank. This has been an issue all day. "We are unable to connect to Huntington National Bank at this time. Please try again later. Care Code: FDP-102"
This discussion has been merged.
Should the reminders section be the same, no matter where you are viewing it from? At the moment, Invoices are showing in Reminders when viewed in the Bills & Income overview, but not the cashflow tab. They are also showing in the reminders section of the Transaction tab. Should not all reminders sections be the same?
There is another issue with connecting to Prudential. This time, I do not get a code when I receive the error message. We are unable to connect to Prudential Financial Investor Annuities at this time. Care Code: not.found
Back around early 2026, I was a superuser, then I opted out because my health stability decompensated (I was hospitalized over 100 days between march and early august, to the point where medicare was no longer covering my hospital stays fully). I am seeing a lot of the old superusers posting here, but I am seeing 5-stars…
November 8, my Discover Bank accounts will move to Capital One. How can I assure all my transactions flow to Simplify correctly? When my credit card transitioned, only 3months of transactions came over and I had to manually enter several months.
On web app. I don't see any transactions older than October 20th 2025. This is a critical defect.
It seems that since this past Saturday that Quicken has required me to reauthorize with Pentagon Federal Credit Union to download transactions.
Hello Simplifi Team, I wanted to take a few minutes to share my experience with Simplifi and offer some constructive feedback. Over the past several weeks, I've evaluated a number of financial management and accounting systems, ultimately selecting Simplifi. I want to begin by saying that I'm extremely pleased with the…
We are currently seeing an issue where transactions are missing with Nuvision Credit Union in Quicken Simplifi. This is a known issue on the provider's side, and we do not have an ETA for a resolution at this time. To be notified of updates as they become available, please click the bookmark ribbon located in the upper…
We are currently seeing an issue with Pelican Credit Union returning an FDP-2505 / EWC+ Authentication Redirect Failure 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…
We are currently seeing an issue with Marcus by Goldman Sachs returning an INTERNAL_SERVER_ERROR when connecting accounts 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…
We are currently seeing an issue affecting Discover card accounts in Quicken Simplifi. Our teams are already working to resolve the issue, 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 not see the…
We are currently investigating an issue in Quicken Simplifi where reminders from a recurring series do not appear in the Reminders section of the Bills & Income page or in the Upcoming Reminders carousel on the Transactions page. This issue has been escalated internally, though we do not have an ETA at this time. To be…
Since it’s October, let’s take a little trip down memory lane... What was your first car or motorcycle? Bonus points if it was a little spooky, beat-up, or held together by sheer determination. 😸 Did you love it, hate it, or somehow manage to keep it running forever? And more importantly, was it a spooky nightmare for your…
Hello everyone! Here are the issues and features we were able to tackle with the 6.41.0 and 6.41.1 Web Releases, released on October 14th & 15th: FIXED: Transaction list does not fully render after navigating from Reports back to Transactions. FIXED: Transactions page shows only newly created manual transactions after…
Hello everyone! Here are the issues and features we were able to tackle with the 6.41.0 Mobile Release, released on October 14th: FIXED: The Taxes Report displays only one year, even when multiple years are selected in the date range. FIXED: Crash while making large splits. FIXED: Android keyboard persists across screens…
Want to see how your finances have changed over time? Comparison Reports are now available on web and mobile! With the new Compare option, you can compare the current report period against another period to see how your income and spending have changed. You can choose from: Prior year — Compare your current date range with…
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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