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[ONGOING] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
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Yesterday I was informed for the first time that the Watchlist feature does not work if a user has over 200 active accounts in Simplifi. Putting aside the unacceptable fact that it has taken Quicken support nearly three years to figure out this simple explanation for why my Watchlists have not been working ever since I…
was requested to reauth - all other accts are ok. Tried and at end of process received error screen -, [edited image to reduce size]
i have 4 accounts with altruist that i track in simplifi. one seems to be updating, the other three are showing a zero balance. the error code appears to be QCS-0500. this has been going on for about a week now.
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…
We are currently seeing an issue with the OAuth API banks returning errors when adding, updating, or reauthorizing accounts 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…
I just renewed my subscription to Simplifi this week.all information and preferences were still there with the exception of my TIAA account. Whenever I tried to update the account I get a FDP-105 error. Does anyone else receive the same error?
Hello everyone! Here are the issues and features we were able to tackle with the 6.28.0 Mobile Release, released July 15th: FIXED: Persistent "An error occurred. Please try again." message. FIXED: Account legend is not visible in the Spending and Income reports. FIXED: The 'Close' button is cut off in the View Sample…
Can we get a shortcut to the Net Worth Report from the current Net Worth displayed on the dashboard and account list in the Web App?
Hi There, The petal card needs to be added to the institution list. Their url is https://www.petalcard.com/ Thanks
Anyone else getting this error when trying to update Freedom Mortgage in Simplifi: "We ran into a technical issue, try again later or select another institution. (170)" This happens when connecting / fixing that account using Mastercard Data Connect services. I also noticed that instead of keeping the last known balance…
I think it'd be smarter to put the AI Button in the top right menu bar along with the other options so it isn't blocking anything in the bottom right corner. For instance, I can't see what this number is in the bottom right. Not ideal! haha
I understand that the current design is for Projected Cash Flow to include recurring Bill, Subscription, and Income reminders, future-dated transactions, and expected refunds. My suggestion is not based on a misunderstanding of how it currently works, but rather on how it could more accurately represent available cash.…
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…
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?
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…
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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