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[ONGOING] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
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I need to reconnect my account but I never get the login page. The popup window shows the following error. {"code": 401, "message": "invalid_client", "debugMessage": "client not configured for FI", "request_id": "d05cb165f75d4e17a3f8f4e0d096f4d2"}
We are currently seeing an issue with Partners FCU returning a code 401/"invalid_client" message in Quicken Simplifi when attempting to add their accounts. 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…
Any time I have a modal pop up in Simplifi it lowers the framerate on both my monitors. It makes trying to multitask in Simplifi very annoying. Recreation: Open Simplifi on primary monitor. Open a video on secondary monitor(e.g. Twitch stream) Trigger a modal window to open(e.g. have to log back in to a bank) in Simplifi…
My United Wholesale Mortgage was just moved from loanadministration.com to Biltrewards I can see that Quicken has a Bilt data feed but when i try to add it it says "no accounts are supported" is this because Quicken doesn't have the mortgage part of their business set up yet? Can you add Bilt Mortgage Payments to the data…
Hello, the last few weeks, maybe months, when editing (specifically when splitting) a transaction with a lot of splits (15 or so, for paychecks), if the window is left open to long this error appears in a small pinkish box on top of the screen. It doesnt stop the working from happening, it doesnt stop the update to the…
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…
There are multiple posts regarding this issue which have been closed; however, this issue has NOT been resolved. Attempts to add accounts with Manulife Bank result in the following error: "You have already added all your accounts." I share the frustration of the other users also impacted by this issue; it would be…
We are currently seeing an issue with Raymond James returning an FDP-185 error in Quicken Simplifi after failing to receive an MFA code. 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…
I am currently having an issue with the how QS brings over the DA Davidson data. I am finally able to connect to the web site and successfully import data. The data, however, comes over in amount about 4X's it's actual value. Is there a way to correct this issue in Simplifi? or is this a system problem which needs to be…
I upgraded my subscription thinking I could create a personal balance sheet. The accounts are there to select but software will not create a personal balance sheet. It seems that this would be an easy upgrade.
I have the Tbill purchase transaction value from Vanguard and it is marked as a buy action. I want to edit and show the security ID . The security field not allow for Tbill CUSIP and it wont let me save the transaction change I make in that field. Any workarounds?
Revisiting the request to be able to download our INVESTMENT transaction / records via CSV. It's possible for banking. It's been over 2 years since the first request.
I have an interest deferred credit account series that I would like to have a reminder pop up near the end of the interest deferred promotional period to make sure I pay off that account at that point to avoid having to pay the accrued deferred interest at the end of the promotional period. The reminder would be user…
With credit cards, i'm looking to automate some of our transactions classifications based on the owner or last 4 of the credit card number. I'd like to create rules to tag or label a transaction by which card was used. Right now having to do this manually. One of the fields that is supported in data exchange from most…
I had an erroneous "pending" transaction which has subsequently been removed from my transactions both in my credit card account, and in the actual transitions list in Simplfiy. However, the Net Worth graph is still showing this pending transaction as seen in the right most spike in this image: The transaction was a…
What happened to the option for tight row spacing in the Simplifi account transaction list ? Can we bring it back please ?
I was working on the transactions list, sorting out mismatched transfers (it's a regular problem, another topic) and suddenly the page reloaded to the login screen. Logged in, went to transactions page and inputed my search criteria and noticed that the columns had been reset. Went to the gear icon (customize columns) and…
Hello everyone! Here are the issues and features we were able to tackle with the 6.27.0 Web Release, released July 8th: FIXED: Confirmation message does not appear when deleting a bill or subscription reminder from the Spending Plan page. FIXED: Transaction detail modal does not open when clicking the empty area to the…
With this upcoming weekend, we finally get to celebrate the 4th of July! I plan to barbecue with my family and see some cool fireworks light up the sky. I just have to make sure I don't go overboard with my expenses, of course! What about you? What are your plans this 4th of July weekend, and how do you plan for the…
Getting the Most Out of AI Suggested Answers in Our Community We know that when you have a question, you want an answer quickly. While our community thrives on real member engagement and human connection, we also recognize that sometimes questions don't get a response as quickly as you need. That's where the AI Suggested…
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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