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UPDATED 11/6/26: [PLAID] Unable to Add Amazon.com (Synchrony) - "Couldn't Connect to Institution"
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The new Spending Dashboard is rolling out to Early Access users, giving you a new way to explore, compare, and understand your spending. For more details about the new feature and everything it offers, check out our Spending Dashboard announcement: As you explore, we'd love to hear what you think! What do you find most…
Can you add United Debit Rewards as an account options? The underlying sponsor bank is Sunrise Banks, NA. The login website is below. https://uniteddebitrewardscard.com/
X Money uses Cross River Bank (885 TEANECK RD, TEANECK, NJ 07666), routing number 021214891 Login URL: X.com or the X app [added login URL]
I have looked at a few posts mentioning the loss of support for Axos dating back to 2025, specifically personal accounts in my case. Is the ticket still pending? It's one of my primary banks and is used daily.
Can the Quicken AI icon hovering over the lower right corner be removed? It's covering the bottom scrollbar controls for any page that has an inner scrollable area, like my Transactions list. Also, it seems unnecessary given that there's already an Ask AI button on the top right that does the same thing, so the lower right…
This issue started with the introduction of Plaid on the Web based platform. I fought with the app for the past 2 weeks to get all my accounts loaded without missing accounts and the only remaining issue is that my 4 IRAs loaded as accounts with 0 balances. I've followed all the troubleshooting procedures many times over…
I lost connection to my Lakeview/Loancare account about a week ago. Attempting to reconnect or add the account again results in a FDP-103 error. Recently, it appears that Loancare overhauled the app and website which may be contributing to the problem.
I'm putting in a request to add support for the H-E-B Signature Visa which is handled by Imprint.
Hi - Just checking if the team is tracking that CCM has moved to a new login portal (ccmportal.youarehome.com) after partnering with RoundPoint. Would be great to have this update in Simplifi!
Requesting that Varo Banking (https://www.varomoney.com/) be added.
This discussion has been merged.
Allow Tags to be automatically assigned by Category. For example for Category(s) X,Y or Z please assign the Tag ‘Discretionary.’ Discretionary / Non-Discretionary is a very helpful segmentation for spending analysis. Thanks, John [edited title for clarity]
I received an email that says: "In the last year alone, we’ve added a Net Worth dashboard, automates vehicle values with Kelley Blue Book, a redesign of Spending Plan, Advanced Rules and Saved Reports—along with many smaller improvements across the app. To support these ongoing improvements and continue delivering new…
We are currently seeing an issue with Venmo returning an INTERNAL_SERVER_ERROR on Plaid connections and an FDP-103 error on Intuit connections 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…
The holiday season is just around the corner, and while it's an exciting time of year, it can also get a little expensive! Whether it's finding creative ways to save on gifts, stretching your grocery budget, taking advantage of deals, or keeping holiday spending in check, we'd love to hear your tips and tricks. What's one…
We are currently seeing an issue with Plaid-connected accounts downloading duplicate transactions in Quicken Simplifi. This has been escalated internally, though we do not have an ETA at this time. We released a fix for this issue on November 11, 2026. If you are experiencing this issue in Quicken Simplifi, please make…
Hello everyone! Here are the issues and features we were able to tackle with the 6.45.0 Web Release, released on November 11th: FIXED: Duplicate accounts added after using the fix-it flow for two different logins at the same financial institution. FIXED: Accounts incorrectly classified during app onboarding. FIXED: Rocket…
Hello everyone! Here are the issues and features we were able to tackle with the 6.45.0 Mobile Release, released on November 11th: FIXED: Rocket Mortgage account reappearing after deletion. FIXED: Credit Score update does not sync between web and mobile platforms. FIXED: Blank space appears between transactions in All…
We are currently investigating an issue where customers connecting Chase accounts through Plaid may encounter an INVALID_UPDATED_USERNAME error when they have multiple sets of login credentials for the same financial institution. This issue may also affect Navy Federal Credit Union customers during the migration to Plaid.…
We are migrating all Chase accounts to the Plaid aggregator in Quicken Simplifi. What to expect New connections: If you add a Chase account to Quicken Simplifi, it will connect using the new connection method. Existing connections: Existing customers will be invited to migrate in phases, and you may see a prompt in Quicken…
We are currently seeing an issue with Blue Federal Credit Union returning an FDP-106 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…
Edward Jones is moving Quicken Simplifi connections for investment accounts to a new connection method that uses secure sign-in (OAuth) through Intuit. Over the coming weeks, you may be prompted to reconnect your Edward Jones accounts. What to expect If you add an Edward Jones account to Quicken Simplifi, it will connect…
We are currently seeing an issue with Happen Bank returning an FDP-181/CP_SCRIPT_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…
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