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NEW 9/22/26: LPL Financial returns an FDP-102 / FI_TIMEOUT error
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My Investments tab summary Total gain does not equal the sum of the individual holdings’ Total gain I was asked by the "Ask AI" tool to report this to Simplifi Support. Not sure if the issue is just for me or if it affects others as well.
Just about 100% of the people I know have an Amazon account at this point. It would be amazing to have some workflow/features that would help us split the credit card charges by the Amazon purchase details, when categorizing/splitting. I know someone wrote an Amazon order detail syncing thing for another product, just…
For the past almost week, everytime I open Simplifi, I get this message about my Edward Jones account and I have to get the code, and answer questions. I have deleted the accounts/connection and re-added it and the same thing happens. Please advise "The server terminated the refresh operation due to length of time."
I have all my historical investment transactions updated and added the holdings as well. Since it is a manual account, I know that I need to add transactions, but do I need to continually update the investment holding itself as well? I am using Simplifi.
Hello, my connection to Northwesternmutual.com has not worked for 4 days now, after working for most of the year. Is there a known issue with this company?
Merrill Lynch Benefits Online has been returning the following error for 4 days now: Account needs attention (Care code: FDP-105) We are unable to connect to Merrill Lynch Benefits OnLine at this time. Please try again later.
I have a series for a specific expense. I am trying to make a series for the reimbursement against that expense. I want them both categorized to the expense category. I used to be able to do this: to enter a series that is categorized as an expense category and to change the value to a positive value. I already have many…
We are currently seeing an issue with Merrill Lynch Benefits Online returning an FDP-105 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…
For our business, we have a new CC that I've attached to Simplifi. All total, there are three accounts… Two are actual CC's (one for me, one for my wife). The third is the central billing account. Whenever there's spending on a CC, it shows up in both account registers; the register for the CC that spent it AND the…
This is my farewell frustration post for Simplifi. The product has not performed as I would have liked and I'm switching [Removed - 3rd Party Software]. Here are my general gripes: Website Version: The Transactions window scrolls a little bit up and down. NBD. However, within that scrolling window is a scrolling window of…
And without a date field, that very valuable report is just about worthless!! I've chatted with Simplifi reps a couple times about this recommendation and they are receptive, and even like the idea. But they keep referring me to the community. So here I am. Anybody else agree with me?
The new Expense Receipts feature is nice, but it would be ideal if we could manually edit the details after the automatic capture completes. I find myself wanting to tweak the name and description of receipts after uploading them, but there seems to be no way to do that right now. Give us the option please!
This discussion has been merged.
Hello everyone! Here are the issues and features we were able to tackle with the 6.38.0 Mobile Release, released on September 23rd: FIXED: Mismatched behavior between web and mobile for the Watchlist target line. FIXED: Text font size is extremely large after update. FIXED: Keyboard doesn't auto-dismiss after creating a…
We are currently seeing an issue where American Express authorized-user credit card accounts cannot be reconnected in Quicken Simplifi after performing a connection reset. After signing in with the same American Express credentials, Quicken Simplifi displays: “You have already added all of your accounts at this bank.” This…
Hello everyone! Here are the issues and features we were able to tackle with the 6.38.0 Web Release, released on September 23rd: FIXED: Holdings detail pie chart displays a single account for a holding that is held across multiple accounts. FIXED: Breakdown views in the Spending Dashboard don't consistently handle positive…
We are currently seeing an issue with LPL Financial returning an FDP-102 / FI_TIMEOUT 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…
We’re excited to introduce a new Source column in the Transaction List, now available in Early Access for Personal customers! 🎉 This optional column gives you a quick look at where each transaction came from and its current status, including: Source: Download, Manual, or Series Match status: Whether the transaction has…
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?
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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