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ONGOING 9/6/26: CIT Bank returning FDP-101, FDP-102, and FDP-105 errors
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Hi folks, I am hoping you can help me with a problem. Before I start, here are my system details: MacBook Air 15-inch, M4, 2025, macOS Tahoe 26.5.1, Safari 26.5, using Simplifi in the web app. Today Simplifi forced me to disconnect and reconnect to my bank. When I did, I found I had a duplicate account. I am sure the…
I have a recurring transaction set up for a paycheck. Each pay day I need to edit the splits by a penny or two for taxes being rounded. On the PC browser, I simply edit the deposit amount to clear the “left to split” and to match the actual paycheck. Simple. (I am so happy splits got added to recurring transactions by the…
[removed] Hi - I have 2 401Ks at Principal Financial Group. Starting earlier this year, while updates successfully completed without any connection error, the balances on these two 401K accounts were not getting updated. When I contacted you, you suggested that I reconnect to Principal. I tried this and it worked, but only…
Saint Paul Federal credit Union recently upgraded their online banking but in doing so broke the connector with Simplfi. I now get the FDP-101. I disconnected and tried reconnecting but got the same error.
Even after a connection reset, the app throws FDP-175. I am able to log on directly to the Nymeo website.
Other than archiving, does QBP support the ability to delete a previously-created client and associated invoices? I ask because QBP is reporting anomalous data that is causing the overall reporting and accounting information not to reconcile properly. Fortunately, this is a consulting client whose interactions have been…
We are currently seeing an issue with Victory Capital returning an FDP-176 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 the upper right. If you do not see the bookmark…
Why is that I have savings goals that reduce my spending plan total, but it won't automatically "contribute" for me each month? So then I have to go to the savings plan tab, remember how much was the monthly amount that I earmarked for the plan, and then contribute to it manually. This should all be a pretty streamlined…
I would love the ability to add multiple categories to any one (1) Planned Spending expense under the Spending Plan...similar to the way you can do it with the Watchlist. For example, I have these category groupings and each one has multiple subcategories. I'd like to tie the top two (2) to this one (1) Planned Spending…
To resolve a prior issue, I created a new Nextx Investor account, and it successfully downloaded holdings and worked fine. See the original issue here: However, several months later, all the holdings have suddenly disappeared from the account. The account is called THXXX0567 IV. Here is a screenshot: [Edited - Enabled Link]
I was updating my categories to delete ones that I wasn't using and I shuffled around Dining & Drinks. I think I renamed it to Restaurants. After I did so my restaurant transactions stopped auto categorizing. I switching it back to match the default but everything is still not being auto categorized. Is there something I…
continuing https://community.simplifimoney.com/discussion/comment/70176#Comment_70176?utm_source=community-search&utm_medium=organic-search&utm_term=liveoak because it still doesn't work. I have verified that my login information is correct I have verified that login on the bank website is working Check for an app-specific…
I recently added my GM Financial account to Simplifi, no problem there. However, as I have been using Simplifi since then, I am prompted to enter a 2FA code. The issue is that Simplifi will request two times, so I will receive two 2FA codes in my email, but I have to use the second code. The issue seems to be that when…
I often want to filter transactions and want to look at everything EXCEPT one or two categories (same could apply to payees or anything else). This doesn't appear to be possible without tediously manually checking every box except the one or two I don't want. The task would be easily doable if there were a "select all" box…
Currently transactions received via a Stripe Account and can split, categorize, tag, etc…. but users cannot create a rule that applies to transactions in the Stripe Account because Stripe does not show in the list of Accounts that the rule could apply to. In Simplifi, Stripe is a 'service that is activated'. For small…
This discussion has been merged.
We are currently seeing an issue with the Quicken Simplifi mobile app not loading on iOS phones. 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 upper right. If you do not see the bookmark…
My CD matured and the principal, plus interest, was dropped in Savings. I'm trying to split the Category between "CD Investment" and "CD Interest earned". Example: Starting out with $10,857 deposited. In "split transaction", split 1, I have entered the original $10k. When I do that the "Left to Split" doubles to $20k. ??…
Is there a way to manage both mine and my mom's portfolio in Simplifi under my one user ID but keep them segregated somehow for reporting/retirement planning purposes?
We are currently seeing an issue with Fidelity returning an FDP-2505 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 the upper right. If you do not see the bookmark…
We are currently seeing an issue with HSBC Bank returning various errors in Quicken Simplifi after a recent website change. 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 upper right. If you…
We are currently seeing an issue with America First Credit Union returning an FDP-7500 / CP_SERVER_ERROR, or an 'Account Error' error if the user is on Plaid, 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…
When I get up in the morning, I like to have a cup of decaf coffee or tea. I like the flavor, but I can't have too much caffeine. What beverage do you like to drink when you wake up?
Hello everyone! Here are the issues and features we were able to tackle with the 6.35.0 Web Release, released on September 2nd: FIXED: Incorrect display for investment transactions in bank accounts. FIXED: Unable to remove an existing series logo using the trash icon. FIXED: Quicken Assist header overlaps summary content…
Hello everyone! Here are the issues and features we were able to tackle with the 6.35.0 Mobile Release, released on September 1st: FIXED: The "Create" button is not disabled for the one-time Planned Spend modal. FIXED: Credit Score setup fails. FIXED: App becomes unresponsive when opening the navigation menu during initial…
Transaction Detail is getting a new look on the web! When you add or edit a transaction in Quicken Simplifi or Quicken Business & Personal, Transaction Detail will now open in a drawer on the right side of the screen rather than as a pop-up window. While building the new Transaction Detail experience, we noticed the…
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…
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