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UPDATED 8/31/26: CIT Bank returning FDP-101, FDP-102, and FDP-105 errors
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Hi, I've tried using three different symbols that are available for ZEC - Zcash. They pull in a price of $855 but the current price is $1200. How do I get an accurate price to pull for this crypto asset?
I have had my Alight Goldman Sachs 401k several times in the past. it normally lost connectivity every few months but changing the password on alight's goldman 401k side seemed to work. but this last time it has been several months and I can not connect. I get a FDP-103 To connect to Goldman Sachs 401k, you must re-enter…
I’ve been using Quicken Simplifi for a couple of years. Unfortunately, its never learned correctly rename transactions. I would like to turn off Simplifi’s automatic transaction name changes.
My CD matured and the principal, plus interest, was dropped in Savings. I'm trying to split the Category between "CD Investment" and "CD Interest earned". Example: Starting out with $10,857 deposited. In "split transaction", split 1, I have entered the original $10k. When I do that the "Left to Split" doubles to $20k. ??…
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.
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…
Other than archiving, does QBP support the ability to delete a previously-created client and associated invoices? I ask because QBP is reporting anomalous data that is causing the overall reporting and accounting information not to reconcile properly. Fortunately, this is a consulting client whose interactions have been…
Bank synchronizing and reconciling ignores my existing transactions and adds transactions to the wrong account. I have two recurring transfers (one monthly, one biweekly) that help me shift money from Account #1 to Account #2 when I receive money (monthly or biweekly). Both recurring have the same name (example: Account #1…
To resolve a prior issue, I created a new Nextx Investor account, and it successfully downloaded holdings and worked fine. See the original issue here: However, several months later, all the holdings have suddenly disappeared from the account. The account is called THXXX0567 IV. Here is a screenshot: [Edited - Enabled Link]
I saw the new dashboard and updates from a pop-up in Simplifi weeks ago. I went to Reports, and when I returned to the dashboard, it was the old one, and I have not been able to view the new one. I have toggled early access, emptied cash, and tried several fixes, none of which work. How can I get access to the early access…
Example, I had a large number of $25.00 transactions, and most were transfers from Checking to Savings, but somehow along the way the links got mixed up and now I have links pointing to all the wrong transactions. I can change both sides to use the unlinked plain, 'Transfer' category and that breaks the, 'Go to other side'…
Need Year by Year forward and back buttons. What if I want to set the date filter for 2-3 years ago, 24-36 clicks to get there. Custom should allow me to just type in the date manually, but it forces use of the calendar rather than allow manual beginning and end date typing.
I really liked when you added the customize dashboard functionality. I don't use Net Worth, Spending Plan, Savings Goals, Planning Tools or Investments on the main menu. I'd love to be able to hide them.
When I get up in the morning, I like to have a cup of decaf coffee or tea. I like the flavor, but I can't have too much caffeine. What beverage do you like to drink when you wake up?
Hello everyone! Here are the issues and features we were able to tackle with the 6.35.0 Web Release, released on September 2nd: FIXED: Incorrect display for investment transactions in bank accounts. FIXED: Unable to remove an existing series logo using the trash icon. FIXED: Quicken Assist header overlaps summary content…
Hello everyone! Here are the issues and features we were able to tackle with the 6.35.0 Mobile Release, released on September 1st: FIXED: The "Create" button is not disabled for the one-time Planned Spend modal. FIXED: Credit Score setup fails. FIXED: App becomes unresponsive when opening the navigation menu during initial…
We are currently seeing an issue with Comerica Bank returning an FDP-106 error in Quicken Simplifi [or whatever the issue is]. This has been escalated internally, though we do not have an ETA at this time. If you would like to be automatically notified of any updates regarding this issue, please "bookmark" this Alert by…
Transaction Detail is getting a new look on the web! When you add or edit a transaction in Quicken Simplifi or Quicken Business & Personal, Transaction Detail will now open in a drawer on the right side of the screen rather than as a pop-up window. While building the new Transaction Detail experience, we noticed the…
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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