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It's May 1st so I was looking back over April to release unspent funds and noticed, my Spending Plan mysteriously looked at lot better - I had more unused funds and the 'other spend' showed a much lower amount. Digging deeper, I noticed right away that a few big transactions on the Amex account were missing. I then tried…
Hi, I've noticed that I'm missing historical transactions from several of my accounts for April 2026. It seems specific to the first two-ish weeks of the month from what I've seen so far. It also seems to be related to all account types. That said, I've confirmed Bank Accounts and Credit Cards for now. I've verified it…
This is day two of not being able to connect with my schools first credit union. I’m not sure if I should reset my connection or if it’s the banks issue. I can log into their mobile banking with no problem. Anyone have any suggestions?
Previous ETrade connection started to fail 2 days ago. Reset connection as well as deleted connection and added new. When adding new it returns with the accounts but then fails with FDP-102. Multi Authentication turned on but always worked in the past I just had to add the pin to refresh the data. Can tell Simplify has…
This discussion was created from comments split from: HealthEquity FDP-108 error (edited).
In my BOA debit card account, there is a feature that is "keep the change". That is every time I use the card the change from the transaction goes into my savings account. I will purposely put in $20.01 in gas into my car because I really think I'm doing something. Anyway, I noticed that Quicken was counting that as…
Quicken team. I'm confused. I saw posts saying that the HealthEquity issue was resolved. "UPDATED 2/18/26 HealthEquity is no longer blocking connections and has re-added support for third-party aggregators. This $0 balance issue is the only discrepancy users may still see, and it is being addressed. Please note that you…
in quicken simplifi PayPal (Personal) is only showing "debit card transaction" where the payee should be. (Paypal Business works fine). how do i get the payee to show?
I’m attempting to connect my Stash account for ongoing, permanent use and consistently receive Error 102, which prevents successful connection. I’ve already tried all recommended troubleshooting steps: Multiple browsers Incognito/private tabs Different connection attempts and times Notably, Stash does send the verification…
This discussion has been merged.
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…
Currently only full transactions (non-splits) categorized as transfers are excluded from reports. Whenever a transaction is split and one of the splits goes to a transfer account, it is included on the report and needs to be manually excluded. The feature request is to exclude split transactions that are transfers in…
I have a recurring series (Balance adjustment "transfer") that I have been marking as paid to generate a transaction for it. In the transaction, the exclude from Reports toggle is selected and grayed out: However, the in the transaction register, they're showing up as not excluded: As a result they're showing up in my…
I've been having issues with Target Circle Card since they updated their online credit card portal. What seems to be happening is that when I update simplify, any charges that are pending will show up as pending but then never be moved to posted and eventually just disappear, even though they did post to my actual account.…
I currently use Quicken Classic MAC Desktop for my ski club's finances. I want to sign up for and start using Quicken Simplify for my personal finances. Can I use both products concurrently? Can I have a separate Quicken account for each product?
When I’m balancing my accounts and reviewing charges, I usually filter out reviewed items and collapse pending charges so I can focus on what’s current. The problem is that after I save an update on a charge, everything resets. The pending charges expand again, and if I’m not paying close attention, I end up reviewing…
Hello everyone! Here are the issues and features we were able to tackle with the 6.17.0 Web Release, released April 29th: FIXED: Closing a financial institution does not close the associated banking accounts. FIXED: The 'Search' button isn't working when searching for a financial institution. FIXED: Kelley Blue Book…
We are currently seeing an issue with Barclays returning an FDP-103 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…
Happy April Fools! No fake feature announcements here today, just a safe space to admit how we sometimes try to fool our own Spending Plans and budgets! We all have that one category we conveniently "forget" to check, or that one purchase we try to creatively categorize. Let us know what the most ridiculous mental…
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[ONGOING] 4/8/26: Barclays - Missing Transactions
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