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[ONGOING] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
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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…
Remove (or included settings toggle) to remove the greeting and emoji at the top of the page. Takes up unnecessary space.
This discussion has been merged.
please bring back the ability to create a rule from the transaction on the mobile app. Removing the check box and this functionality is extremely inconvenient and should be part of Simplifi
https://retirementlogin.alerus.com/
it took several weeks, but it's finally working on my end again!
Now that Trump Accounts have rolled out, it would be nice to be able to add them to our dashboard. URL: https://trumpaccount.com [edited to add URL]
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…
We are currently seeing an issue with Frost Bank 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…
Hi - Currently Net Worth only allows filtering by account name. It would be nice if Net Worth grouped accounts according to the categories on the dashboard page so I could e.g. quickly select all the 'Liabilities', or 'Investments', or 'Real Estate' and view the associated trends. Thanks for considering this request.
I assume this is a widespread outage but since I don't see any updates, I'll report here in case it's more targeted. Schwab, CapitalOne, Discover, US Bank, Citi (and I'm sure more) are all unable to connect.
Is there a way to copy a previous transaction with splits into a new transaction that can then be modified so it does not have to be entered completely manually? It is not necessarily for a recurring transaction and the splits may change, such as principal and interest payments on loans or other expenses that get…
I have personal and business subscription and I would like to transition my personal accounts to a new business account that allows me to select and prepare a business-like balance sheet. We I try to create a business balance sheet, it does not allow me to select my personal accounts. The reply is No Data Available. How…
We are currently seeing an issue with the OAuth API banks returning errors in Quicken Simplifi. This includes, but is not limited to, the following banks: American Express Bank of America Citibank Capital One Charles Schwab Chase Chime Citizens Bank Fidelity Gemini Jack Henry Banks (full list available here) Navy Federal…
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…
We are currently seeing an issue with Robert W. Baird & Co. returning an FDP-105 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.26.0 Web Release, released July 1st: FIXED: Column width UI issue on the Transfer Activity page. FIXED: Subcategories missing from transaction category dropdown after downgrading from QBP to Basic. FIXED: Various errors and crashes. UPDATED:…
Hello everyone! Here are the issues and features we were able to tackle with the 6.26.0 Mobile Release, released July 1st: FIXED: Bill Connect option is missing in the Series Created confirmation screen. FIXED: The filter count on mobile is inconsistent with the web version. FIXED: The opening balance for a manual account…
We are currently seeing an issue where users are unable to create the required profile to start credit score tracking 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…
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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