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I am using Quicken Simplifi. Starting early last week, I have been unable to connect to Unitus CCU to update my accounts. I tried to reset the connection, and have been unable to sign in to make the connection. When I try, I get a FDP-101 Care Code.
Receiving error FDP-102 (bank connectivity issues) on trying to update my Computershare accounts. Anyone else having this problem? Thanks.
My Merrill Lynch Investment accounts are duplicating - anyone else having this issue? My overall net worth balance is accurate but total investments is overstated due to the Merrill Lynch Investments Showing up twice. Should I just delete one of them?
I rent my RV out as a business and use an online rental platform that does all the listing, verifying renters, insurance and money handling. They receive the money, take a percentage off for their services and send the rest to me. I would like to include that percentage as an expense but can't figure out how to do that on…
The connection to Golden 1 has been broken for 17 days (since Golden 1 updated its website and app). A moderator has reported/announced it's a known issue; however, there are no updates or a projected time to resolve it. My specific error is Care code: FDP-105.
This discussion was created from comments split from: Bank of America Quicken Simplifi FDP-105 Error.
https://help.coinbase.com/en/creditcard/budgeting-app?app_tracking_transparency_enabled=true Coinbase has a credit card powered by Amex. Currently, the Account API connection does not see the credit card account. Coinbase recently added support for this connection. Can an engineer on the team please review the attached…
I used to be able to edit a transaction to be a split. Now when I try to do so and update I'm getting an unable to save error.
I have noticed that the apple cash account has started downloading pending transactions since the latest update. This should not happen for apple cash accounts. I have tried the setting “use bank balance” but that causes my two Chase accounts to show incorrect balances. This issue has just started after the latest Mobile…
We are currently seeing an issue with Bank of America returning an FDP-390 error in Quicken Simplifi. Using the "Fix it" flow sends users in a loop. This is occurring because Quicken Simplifi is trying to reconnect to the already migrated bank instance and will not allow users to reconnect to the old version. If you are…
Morgan Stanley Private Bank cash balance imports, but not the stock holdings. The account is accessible from the MorganStanley.com aggregated account view, but is not being properly retrieved by the Data Scrape integration. This account contains the majority of my assets and makes me question the value of keeping my…
northwesternmutual.com Cash value for Universal/Whole Life Insurance Accounts. I get not needing Term Life or Disability Insurance products, but Permanent Insurance accounts are a form of investment.
I’m testing Quicken Business & Personal / Simplifi-style QBP reports and exports. So far, the main Income & Expense report export appears summary-oriented. The Flat and Nested CSV exports seem to export category/report totals rather than full transaction-level detail. However, when drilling into a report amount, the…
I used to have the Account column in the transaction activity download, but recently it disappeared. How to add it back?
Bug 1 is that Quicken updates balances without properly clearing transactions producing an artificial low balance that has been discussed elsewhere. Bug 2 is that when this occurs, the website shows a negative balance but the warning email SHOWS POSITIVE BALANCE of the same amount. It takes some detective work between my…
Greetings, your banner on sign in said you were aware of a bug and had fixed it. I am missing MANY transactions between April 1 and 12. And duplicates beyond that. The data is not matching the credit card statement you imported. Please help!
Rules don't seem to play well with transfer transactions. For example, in my checking account, I would like to update the name of a transfer based on the statement name to be clear and succinct - for example "[Account Name] Payment" instead of including all the extra numbers and whatnot that my bank statement assigns.…
Hello everyone! Here are the issues and features we were able to tackle with the 6.18.0 Mobile Release, released May 7th: FIXED: Selecting a month in Watchlists scrolls the register to the bottom and can result in a blank screen. FIXED: Error when tapping outside the subscription dialog or tapping the Close button during…
We have received confirmation that Human Interest is no longer supporting third-party aggregation. As a result, it will no longer be supported in Quicken products, including Quicken Simplifi and Quicken Business & Personal. This means that manual tracking will be required moving forward. If you are currently connected to…
We are currently seeing an issue with E*TRADE returning an FDP-102 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.18.0 Web Release, released May 6th: FIXED: Incorrectly showing Partner Auth error when user signs into bank website and subsequently cancels at account authorization screen. FIXED: User is able to enter letters and special characters in the…
We are currently seeing an issue with Barclays downloading duplicate transactions 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…
Summer is coming up, and with it plans for those great summer vacations. Or maybe, "staycations"? Are you team "plan for a big summer trip" or team "save up for the ultimate staycation"? Let us know how you use your budget to plan for those awesome summer vacations! ✈️☀️ If you aren't one for planning vacations this…
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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[UPDATED] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
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