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Here, you'll find all of the known issues related to Online Banking and Quicken Simplifi. Note: Community Alerts are for informational purposes only and are therefore closed to comments.
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Here, you can post your questions about using Quicken Simplifi!
ONGOING 8/4/26: Discover Card returns FDP-101/CP-SCRIPT_ERROR
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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…
We are currently seeing an issue with American Express returning a CP_SCRIPT_ERROR, CP_ACCOUNT_NOT_FOUND, or "You have already added all your accounts at this bank" 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,…
This has been raised before, but the threads keep being closed… I have provided the information to support regarding this issue, but it does not seem to get esacalated. The main issue is that if you have an account with HSA Bank and then decided to invest your funds, it is invested in a subsidiary called HSA Invest. While…
I moved to Simplifi when Mint closed and was able to import all my accounts / data which was great. I have a lot of closed accounts. When I go to the Settings -> Accounts to manage accounts / update connections I have a lot to scroll through. It would be very useful if there was the ability to filter the accounts with…
I'm trying to add a Vestwell 401K account and I do not see it listed. Can you please offer the option to connect their system via Simplifimoney?? I would add them manually but I'm also have issues today with Simplifimoney manually adding accounts. I keep getting "An error occurred. Please try again" when I try to add an…
Trying to connect to my credit union but getting this error. Anyone else with this issue? URL is https://secure.communityamericaonlinebanking.com/
Currently in the Android app, when editing a transaction and changing the date, you only get the minimal date picker (the slot machine looking one), which doesn't show the day of the week. Most of the time when I'm updating dates, the day of the week is the context I need. Ask: please use the full date picker (whiach shows…
Why does the mobile app give a red warning triangle, along with pink highlighting, whenever I go into the "projected cash flow" section for a loan, saying that a "negative balance" is projected for such-and-such a date? Of course there's a negative balance — it's a loan. My credit card entries do the same thing, which…
We are currently seeing an issue with Fidelity Inv & Retirement returning an FDP-6000 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…
would be great to be able to exclude certain categories or tags from spending trends.. For example, all reimbursable, or vacation spending.. both of which tend to cause lumpiness that's not really indicative of spending patterns.
I can't be the only one experiencing this… whenever I am entering dollar amounts in a transaction, the data entry is HORRIBLE. The delete key doesn't work. Backspace doesn't work right. When I type digits they don't always appear where my cursor is. If I try to shift+select to erase the entry it doesn't work. It is so…
HealthEquity has moved to passkey-only authentication and now permits exactly one financial data aggregator: Plaid. HealthEquity support has confirmed this in writing to multiple users: "Due to our recent security upgrade to passkey authentication, HealthEquity does not support connections with financial data aggregators."…
I exclude work expenses and reimbursements from reports so that it does artificially inflate my spending and income. However sometimes I want to run a report on those items to make sure my expenses match the subsequent reimbursement. I can't do that because those transactions are excluded from reports. There needs to be…
Hi, I am wondering why this thread has been closed, as i still have the exact same problem: rules are still not reliably being applied to my transactions. Is this still a known issue being worked on? It is very frustrating to deal with and forces me to do more manual work than I would like.
4A's is an industry trade group for marketing/advertising agencies, and one of the services they offer member agencies is sponsored 401(k) plans. Even though they are listed as an available connection (www.yourbenefitsaccount.com/aaaaretirementplans/) and will allow you to enter log-in/2A information, it doesn't actually…
Keeping track of business expenses is now easier with Expense Receipts — a new way to capture, organize, and manage your receipts directly in Quicken Business & Personal. Whether you’re taking a photo of a receipt while you’re on the go or uploading receipts you already have, Quicken can help extract important details and…
We’re excited to introduce an updated Transaction List toolbar on the Quicken Simplifi Web App! This enhancement delivers a cleaner, more streamlined experience and makes some of the most commonly used tools easier to access. This feature is currently available to 20% of Early Access all users on the Quicken Simplifi Web…
Hello everyone! Here are the issues and features we were able to tackle with the 6.30.0 Mobile Release, released July 30th: FIXED: Delay when opening the Achievements page from the Profile menu. FIXED: The Net Worth percentage change does not use decimal formatting for large values. FIXED: Reports show an endless spinner…
We are currently seeing an issue with WSECU returning several errors in Quicken Simplifi, including: FDP-101, CC-501, FDP-103, CC-503, FDP-185, and OL-294-A, since updating their website. 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.30.0 Web Release, released July 29th: FIXED: Incorrect total when filtering transactions with splits. FIXED: The Watchlist card on the dashboard doesn't display background colors. FIXED: The date picker in Credit Score defaults to the year…
We’re excited to announce that recurring series now support logos! If your recurring series is not connected to a biller, you can edit the logo that appears. Adding a logo makes it easier to quickly spot and identify your bill and income reminders! To update the logo, open the recurring series and select the edit option…
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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