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UPDATED 8/19/26: Apple Savings - Inverse Balance
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Hi, I see I had this issue also in August of 2025. Attempts to connect on simplify don't work, but connection via their website is normal. I started by following the steps outlined last year when this happened (last year resolved) - I have it set to manual now just lacking the reconnect. Thanks!
On August 20, the BMO app stopped working with a banner saying "you must update the app". After updating, the BMO app worked fine but since then attempts to connect to update my BMO account from Simplify return an FDP-102 after authentication. Looks like BMO have changed their access URIs again.
It would be great if I could sync my Webull investment account with Simplifi. I understand that the investment category is still under development, but I do hope you consider this. Keep up the great work, love Simplifi so far!
Error message is care 2505 [edited image to reduce size]
After using Simplifi for more than a year, I have entered payees in different ways, such as “U S Postal Service” and “US Postal Service”. I would like to ask the more senior members if there is a way of globally changing the payees, such as all the “U S Postal Service” to “US Postal Service”. If the best or only way is to…
I have a home improvement loan that does not link to Simplify. It's one of those "Pay no interest for two years" type loans. I added a manual account with the original loan amount. It shows up on my dashboard as an account with a negative balance. So far, so good. I created a Series with a reminder to pay each month. The…
I log in at least daily and use the app, so I am always confused when the Calm and in Control progress resets - which it just did last week. Last week I was on vacation and I didn't use the web app (only the mobile app), which I think might be the problem. It seems to not count mobile app use as counting towards the…
I got this error yesterday: The current multi-factor authentication method at Bank of America - Health Accounts is not supported. To connect to your account, you must change the multi-factor authentication method at Bank of America - Health Accounts. Care Code: FDP-192 When I go to the website for this account, I don't see…
Please add First National Bank of Milaca! https://www.fnbmilaca.com/
This discussion has been merged.
Over the last 6 months as I transition from 30 years of Quicken Classic to Quicken Simplifi. At first I wanted to see a report showing "did I meet my budget" like in Quicken classic. and was not comfortable not seeing it. Now, I have moved major recurring expenses like property tax and estimated quarterly taxes from…
Why can't I add Cit Bank to my Simplifi.
Currently, whatever you make the recurring item name adds a new payee. It would be nice to be able to have a more descriptive recurring item name and then a standardized payee for each transaction. This will eliminate my payee list from becoming overbearing due to the descriptive nature of the recurring items. For example:…
Been nearly a year; whenever I try to create transaction rules, the dropdown in the account is blank. I thought this was an isolated issue, and 3 months ago I contacted support; they told me this is a known product issue. However, it's been some time, but I still don't see it fixed. Is anyone else facing the same issue?…
We are currently seeing an issue with CIT Bank returning FDP-101, FDP-102, and FDP-105 errors 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…
We are currently seeing an issue with America First Credit Union returning an FDP-102 error in Quicken Simplifi and/or no longer being searchable in the bank list. 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…
Get a clearer picture of where your money is going with the new Spending Dashboard! The new Spending option in the navigation menu gives you a dedicated place to explore your spending trends, compare your spending across time periods, and drill down into the details behind the numbers. With the Spending Dashboard, you can:…
We are currently seeing an issue with Bank of America - Health Accounts returning an FDP-192 error in Quicken Simplifi (or whatever the issue is). 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.33.0 Web Release, released on August 19th: FIXED: Charts on the Spending and Income tabs in Transactions are not responsive on smaller breakpoints. FIXED: Logos on recurring series are not visible in other browsers (Early Access).…
Hello everyone! Here are the issues and features we were able to tackle with the 6.33.0 Mobile Release, released on August 19th: FIXED: Net Worth graph y-axis is missing when the selected account balance is 0 or has no data. FIXED: Net Worth dashboard card x-axis granularity is inconsistent on time range selection and…
Keeping your financial records accurate is now easier with Transaction Review. Review and update transactions one at a time or in bulk to help keep your reports accurate and your financial data up to date. For Quicken Business & Personal users, this can also help you stay prepared for tax time. On mobile, review…
August is here! ☀️ What's one thing you hope to do before summer comes to an end? Whether it's a weekend getaway, trying a new recipe, catching a concert, or simply relaxing outdoors, we'd love to hear! For me, I'm looking forward to a camping trip this month! 🏕️ I haven't been camping in a few years, so it was an absolute…
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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