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[ONGOING] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
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Is anybody else experiencing an incorrect balance for a Chase card being shown in Simplifi?
This may be a duplicate question and Natalie may have responded to this last but since I can't find her response, here goes. Earlier this year (I think it was) Discover did something to where they presented a new name (Discover IT) to Simplifi that Simplifi uses as an Account name. This has complicated things for me. when…
I have not had connectivity to RW Baird going on 4 weeks. Is there a problem on the Simplifi side? Does anyone else have that issue?
yet another post about how the Zillow integration tool can't find my address when I try to search for it. What gives? This is really frustrating to encounter as a paying customer for this service.
We are currently seeing an issue with Robert W. Baird & Co. returning an FDP-105 error in Quicken Simplifi after failing to receive an MFA code. 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…
Hello, the last few weeks, maybe months, when editing (specifically when splitting) a transaction with a lot of splits (15 or so, for paychecks), if the window is left open to long this error appears in a small pinkish box on top of the screen. It doesnt stop the working from happening, it doesnt stop the update to the…
We need the ability to sort transactions by multiple criteria. For example, sort by date first, then transactions that have the same date could be further sorted by payee or amount (or whatever column the user chooses). It's confusing to see a list of 20+ transactions that all have the same data for the sort criteria and…
We are currently seeing an issue with Capital One 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 we will post updates as soon as we do. If you would like to be…
Transamerica Retirement returns ”Account type not supported Your account is currently not supported. Please select another institution. (914)”
When I look at my Net Worth, I'd like to click a date in the chart and have it open up the details for that day. For example, I saw an unexpected dip in my NW on June 17, 2026. I'd like to click on "June 17, 2026" in the chart and have it open up a list of details below. This would put it in line with other areas of the…
Hello! I had an error for a few months where Simplifi was not pulling transactions from one account. That has been fixed; however, the break caused unexpected results. Some recurring expenses established before the break disappeared from the Spending Plan. My goal now is to correct the past 6 months of my Spending Plan so…
Issue: Quicken was not displaying the transactions of my Apple Card and Apple Cash accounts. It would display the Balances only. Solution: I needed to have Quicken Look at the now permissions granted data. Context: I had upgraded to a new iPhone 17 Pro. This caused my accounts to stop sharing information. Per…
I would like to manage each split transaction completely independently. maybe just have the account, original amount, and payee, and split the same. but status, flags and almost everything else has a posibility to belong to each independant split.
I've been using Q Classic for many years and wanted to try Simplifi. The ability to connect to multiple platforms - such as tracking commodities and vehicle values is really great. At the same time, the flexibility of Q Classic is lacking. For instance, if using a brokerage account for income, splitting transactions seems…
as of now, you can add multiple tax groups to a category but it seem redundant since tax reports do not tie into business tax groups and the reports populate the same schedules anyway. It would be great to be able to get 1065's, K-1's, 1120-S and other schedules depending on the businesses tax group.
This discussion has been merged.
Hello everyone! Here are the issues and features we were able to tackle with the 6.26.0 Web Release, released July 1st: FIXED: Column width UI issue on the Transfer Activity page. FIXED: Subcategories missing from transaction category dropdown after downgrading from QBP to Basic. FIXED: Various errors and crashes. UPDATED:…
Hello everyone! Here are the issues and features we were able to tackle with the 6.26.0 Mobile Release, released July 1st: FIXED: Bill Connect option is missing in the Series Created confirmation screen. FIXED: The filter count on mobile is inconsistent with the web version. FIXED: The opening balance for a manual account…
With this upcoming weekend, we finally get to celebrate the 4th of July! I plan to barbecue with my family and see some cool fireworks light up the sky. I just have to make sure I don't go overboard with my expenses, of course! What about you? What are your plans this 4th of July weekend, and how do you plan for the…
We are currently seeing an issue where users are unable to create the required profile to start credit score tracking 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…
We are currently seeing an issue with Raymond James returning an FDP-185 error in Quicken Simplifi after failing to receive an MFA code. 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’re excited to introduce an updated Transaction List toolbar on the Quicken Simplifi Web App! This enhancement delivers a cleaner, more streamlined experience and makes some of the most commonly used tools easier to access. This feature is currently available to 20% of Early Access users on the Quicken Simplifi Web App.…
Getting the Most Out of AI Suggested Answers in Our Community We know that when you have a question, you want an answer quickly. While our community thrives on real member engagement and human connection, we also recognize that sometimes questions don't get a response as quickly as you need. That's where the AI Suggested…
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…
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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