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This is day two of not being able to connect with my schools first credit union. I’m not sure if I should reset my connection or if it’s the banks issue. I can log into their mobile banking with no problem. Anyone have any suggestions?
Should be able to delete and/or archive
I just upgraded to Simplifi Business & Personal mainly just to get the additional "Space" to manage family accounts that shouldn't be co-mingled with mine. If I want to go back to Simplifi, i.e., downgrade from Business & Personal, but I have two "Spaces" in Business & Personal, which "Space " migrates to Simplifi (since…
I utilize Simplifi's space sharing feature to maintain the finances for my mom. She has a separate paid account from me. I have a Simplifi QBP account. I've already set up the business information for my account. However, when I switch to my mom's space, I get this prompt. Problems: This unnecessary box takes up half the…
I'm new to Quicken Simplifi and have done what I believe is a great job adding accounts and adjusting expense categories. I noticed, however, that the program is only pulling in 90 days worth of data. I started on 4/21, so my main credit card is only going back to 1/21. I want to pull in the entire current year worth of…
I'd like to request that OneFinance be added to the supported banks list. https://www.onepay.com/ [added URL]
This same issue is happening to me again: [corrected thread link]
Simplifi "matches" recurring series to downloaded transactions that are not similar. My credit card payment on a recurring series is due Dec 8 and is about $1,800 (set by Bill Connect). The Match Criteria was set to "Auto Match." I received a refund on the credit card Nov 20 for $32.60. Simplifi matched the refund to the…
The post: 2/3/26: NY’s 529 College Savings Program returns an FDP-102 errorwas closed, marked as resolved, and no further comment can be added to it. Hence, I'm starting this post, since the issue is still unresolved for me, and I suspect, for others as well. As you can see, with my credentials, I can access the NY 529…
This morning my credit union which was working yesterday isn't working today. I've tried to reconnect the account to no available and i've tried adding a new account without success. If someone can update me further on the issue I would appreciate it.
This discussion was created from comments split from: Barclays: This Bank is not available right now.
Hello, I’m unable to update my NY 529 College Savings Program account in Simplifi. I received this error on April 23, 2026 and again on April 24, 2026: We are unable to update NY’s 529 College Savings Program at this time. Please try again later. If you continue to experience issues, please contact Simplifi support. Care…
When I create a spending report for a time period such as YTD it does not include expense categories that have had large credits so instead of those expense categories subtracting from net worth they would add to it. For example, if I made shopping purchases prior to the time period but then made returns during the time…
Previous ETrade connection started to fail 2 days ago. Reset connection as well as deleted connection and added new. When adding new it returns with the accounts but then fails with FDP-102. Multi Authentication turned on but always worked in the past I just had to add the pin to refresh the data. Can tell Simplify has…
I have an invoice which I want to link to a recent payment/transaction. When I click APPLY PAYMENT > LINK TO TRANSACTION, the actual transaction I need to link it to is not available in the list presented. If I use the search box, and type the transaction name in, it does not return any results. So I have no way to force…
Everyday I open Simplifi and want to find all uncategorized transactions, so I can categorize them, and add notes to them. Everyday when I open my custom dashboard, I select transactions, and the select category, and then type in “uncategorized”, then select it, and then select show results. This takes 9 clicks to do this…
Coming from using Quicken Classic for many years, I was able to split transactions, and add separate notes to each split, but in Quicken Simplifi I’m only able to add one note, at the bottom of multiple splits, which is not very helpful to keep track what each split was actually for. Am I missing something, or is this…
like many people in the platform I use Venmo regularly and it makes it hard to complete my Financial picture hollow without understanding the charges and having it connect with Venmo regularly. I’ve tried connecting so many times, but it keeps disconnecting and not showing the proper transactions. I’d really appreciate if…
We are currently seeing an issue with School's First FCU returning an FDP-102 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…
We are currently seeing an issue with Georgia's Own Credit Union returning an FDP-176 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.16.0 Web Release, released April 22nd: FIXED: MFA timeout modal doesn't close. FIXED: Financial institutions listed in Settings > Accounts are not alphabetically ordered. FIXED: Unable to turn off the target date in Savings Goals.…
Hello everyone! Here are the issues and features we were able to tackle with the 6.16.0 and 6.16.1 Mobile Releases, released April 21st & 23rd: FIXED: Unable to delete a tag tied to a non-existent/deleted savings goal. FIXED: Unable to turn off the target date in Savings Goals. FIXED: Opening and closing the Quicken Assist…
We are currently seeing an issue with Freedom Mortgage displaying a positive loan balance in Quicken Simplifi instead of a negative one. 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 are currently seeing an issue with Olympia Credit Union returning an FDP-2102 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…
We’re excited to introduce a highly requested update that gives you more control and flexibility when managing your recurring transactions! You can now add split lines directly within your Recurring Series—whether you’re setting up a new series or editing an existing one. This allows you to categorize portions of a…
Happy April Fools! No fake feature announcements here today, just a safe space to admit how we sometimes try to fool our own Spending Plans and budgets! We all have that one category we conveniently "forget" to check, or that one purchase we try to creatively categorize. Let us know what the most ridiculous mental…
We’re excited to roll out Saved Reports, a new way to customize, organize, and quickly revisit the reports you use most! This feature is now live in Early Access on both the web and mobile apps. What’s changing? The Reports section is getting a fresh new look and some powerful upgrades: New Reports Dashboard: Instead of…
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…
[ONGOING] 4/8/26: Barclays - Missing Transactions
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