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I see that you FINALLY after 18 months of people bringing this up, added Neuberger Private Wealth. Unfortunately I get an error FDP-103. I am concurrently logged on to nbprivatewealth.com so the error message is useless. Please don't provide the silly generic steps that you have provided to everyone else that complained…
This discussion was created from comments split from: Saved Filters in Reports and Registers [edited] (2 Merged Vote).
This discussion was created from comments split from: "You have already added all your accounts" message with Manulife Bank of Canada (edited).
When Simplifi does not recognize a recurring transaction and I have to manually link it, Simplifi does not change the payee or category to match the recurring transaction that I've set. I used to link through the Reminders ribbon at the top of the Transaction screen, but this ribbon has been blank in the latest web update.…
My Betterment account has not connected to Simplifi in a few days now. The error I am recieving is as follows: Account needs attention (Care code: request-body-field-unsupported) We are unable to connect to Betterment at this time. I already tried contacting support already but they were not helpful.
We are currently seeing an issue with Manulife Bank of Canada returning a "You have already added all your accounts" 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…
In iOS mobile app, 3 bills showing past due. When I try to link them to the transaction, the list does not show those transactions (even though they are listed correctly in the account transaction list view).
We are currently seeing an issue with Fidelity Inv & Retirement 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…
We are currently seeing an issue with Barclays returning an FDP-105 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…
I have 2 manual real estate accounts not linked to Zillow that I created on 1/1/24. With the ongoing issues using manual accounts, there have been a few issues. The balance is correct. The historical transactions show in the account. But the increases in value do not show in the account graph (see screen grab below).…
This discussion was created from comments split from: "You have already added all your accounts" message with Voya Financial.
Its correct on the web app. Duplicates for recurring bills showing up each month in mobile app for some bills, not all. I noticed it because its flowing though to the Spending plan bills total and showing an almost overspent forecast. Edit : On a deeper dive it may be that the duplicates are from an older bill series that…
I had an apple card under one Apple ID and had to cancel it and open a new Apple Card under a new Apple ID. I originally set the account to manual and tried to add the new account and it seems like it worked, but no data is flowing.
I can’t connect to Alerus anymore. My log in info is correct on the Alwrus website, but the 2-factor authentication doesn’t seem to get through in Simplifi. I get the Care Fdp-103 error (on the Alerus website it goes to 2-factor). I tried using the fix given in the community of using the Alliance Benefit Groip link and…
The last couple days, every pending expense transaction is getting downloaded from my bank into Simplifi as income, with the wrong sign and an incorrect category. Since I don't want to manually edit nearly every transaction, how do I fix this problem, which seems to be a data import issue? As these transactions update or…
We are currently seeing an issue with Schools First 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 will post updates as soon as we do. If you would like to be…
Hello everyone! Here are the issues and features we were able to tackle with the 6.9.0 Web Release, released March 4th: FIXED: In Show Split Items mode (Transaction List), show the parent note and the split note. FIXED: The "Re-sync balance" option is visible for closed accounts. FIXED: Unable to resolve the "transaction…
We are currently seeing an issue in Quicken Simplifi where pending transactions entered into a connected account that is set to ‘Balance with pending’ are no longer immediately impacting the balance. This applies to both manually entered and downloaded pending transactions in the connected account. Users are reporting that…
Hey everyone! Let's talk about balancing our financial goals with the things we do for fun. How do you budget for your favorite hobbies, collections, or entertainment? I like to treat my hobby spending as its own dedicated category in my Quicken Simplifi Spending Plan. I make sure to carve out a specific "fun fund" each…
Bank of America will begin its migration to a new API platform starting today, 2/24/26. This will affect users in waves, meaning not all users of Bank of America-affiliated Financial Institutions (FIs) will be affected at once. The list of affected financial institutions is: Barnes & Noble BOA FIA Card Services World…
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…
NEW 3/5/26: Pending transactions are delayed in impacting the balance for connected accounts
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