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I got alerted that this issue had been resolved. I've since gone into Simplifi refreshed the account, re-linked the account, made the account manual, then completely re-added the account. None of those worked as I am still getting no transactions to appear. Are others still having the same issue? It's crazy how long this…
This has been working for months, but now it's not. Seeing an error: Care code: FDP-155 Is this currently being worked on?
I'm trying to add Cross Country Mortgage as an account. After I enter my username and password, Simplifi prompts me for a 6-digit passcode, The passcode is never sent to me and the code from my authenticator app doesn't work. I've reviewed MFA settings with Cross Country and I'm able to access my account from their…
The editing panel for an account is defaulting to the wrong balance type. The simplest way to explain this is with a couple of screenshots. First, the header for the credit card transactions list: Then, the relevant portion of the editing panel for the same account (this is the panel that pops up when you click on the…
We are currently seeing an issue in Quicken Simplifi where the “Day $” and “Day %” values are showing as 0 in Investments. 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…
We are currently seeing an issue with Scotia Bank returning a 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 automatically…
We are currently seeing an issue with Prudential returning an FDP-103 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…
We are currently seeing an issue with PayPal Credit, MasterCard and Crypto where transactions are missing 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…
We are currently seeing an issue with MyStreetScape - Investments returning a $0 balance 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…
We are currently seeing an issue with Merrill Lynch Investments 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…
I have not been able to update my 401k with John Hancock since January of 2025. I have tried multiple times to reconnect, and always get an error. The error isn't the same every time. Currently it says: We are unable to connect to John Hancock Retirement Plan Services at this time. Care Code: FDP-520 Can you please advise…
I am receiving an error on all my Wells Fargo accounts since yesterday afternoon in Quicken Simplifi. It says "service is currently unavailable" and has the cloud with a line through it symbol by each one in the Dashboard. None of them are updating. These same accounts are updating normally in Quicken Classic. I logged…
I like some of the new features where you can set up credit card payments to automatically match statement balance (or other selections) and automatically update the recurring payment so that it matches. This helps show my checking account balance (where the payments come from) accurately ~1 month out. What I'd love to…
I am using the Watchlists to group spending categories in different ways to gather information for several different purposes; Financial advisors, estate planners, tax planning, retirement planning, etc. It's great to be able to get those totals quickly without having to change my reports! It would be very helpful to be…
I am really loving the watchlists! I love their flexibility. One way I'm using them is to group my spending into broad buckets to see at a glance how I am spending my money! It's a wonderful tool to complement the more detailed Spending Plan. I would like to be able to see the percentage of total spending just beside or…
I am really loving the watchlists! One way I'm using them is to group my spending into broad buckets to see at a glance where my money is going! It's a wonderful tool to have in addition to the Spending Plan. I would love to be able to see the percentage of total spending just below the Year to Date total and the same for…
In my scenario, I have a major category called Auto. Within Auto, I have sub-categories for Gas, Ownership, and Service/Parts. My monthly loan payment is captured as a Bill series. When I build a spending plan, the monthly loan payment is captured in the Bills section. Now, in the Planned Spend section I want to capture…
reorder column headers on transaction view to provide better customized viewing
Imagine you could go back in time and give your younger self one piece of financial advice. What would it be? Whether it was something you learned the easy way or the hard way, your experience could help someone else on their financial journey. Share your advice below! 👇
We are currently seeing an issue with State Employees Credit Union - NC 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 we will post updates as soon as we do. If you…
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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.22.0 and 6.22.1 Web Releases, released June 3rd & 4th: FIXED: For transfer series, you cannot see the linked historical transactions when the series amount is $0. FIXED: Accounts List expand/collapse behavior is inconsistent. FIXED: When…
Hello everyone! Here are the issues and features we were able to tackle with the 6.22.0 and 6.22.1 Mobile Releases, released June 2nd & 8th: FIXED: When excluding split lines from the Spending Plan, the reminder is not moved to the excluded bucket. FIXED: Some saved reports display an initial instead of the proper icon.…
We are currently seeing an issue with Robinhood 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 be automatically…
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…
[ONGOING] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
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