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Hello all, I wanted to post this because I think it is a new issue, but I wanted to see if others are having the same issue as of 4/1/2026: I noticed my Synchrony credit cards on 4/1/2026 refreshed, but then showed an error logo on them. I tried fixing the error by entering my credentials, but it would not take them. I…
Well, sort of. I'm still running Quicken Classic for the time being on my Windows laptop, in parallel. I've depended on Quicken for Windows for about 30 years now, to keep track of all my financial transactions. However, I have recently switched to Linux Mint OS on an older HP desktop computer that Microsoft said couldn't…
Hello, I’m unable to update my NY 529 College Savings Program account in Simplifi. I received this error on April 23, 2026 and again on April 24, 2026: We are unable to update NY’s 529 College Savings Program at this time. Please try again later. If you continue to experience issues, please contact Simplifi support. Care…
I am a manual account user. Let's say that I am entering a new manual transaction with a Payee of "McDonalds". Simplifi recognizes that I have entered previous transactions with the same payee as soon as I type the letter "M". Under the "Choose from existing" list I select "McDonalds". In the "Create transaction" dialogue,…
I opened a new CD in the E*Trade bank and all's well. I opened a 2nd CD and have been trying to bring it over SQ. I'm doing exactly the same as I did for the first CD. I get the following from the "NEW, Add Account" attempt: E*Trade Bank "You have already added all your accounts at this bank." Both CD accounts have been…
This problem started 2 days ago. I tried to reset connection, and the problem is still there: We are unable to connect to Raymond James & Associates at this time. Please try again later. Care Code: FDP-102
This month I made two contributions to two different Savings Goals. When I ran a Spending Report, those two contributions show up under "Transfer" (although their amounts are excluded from the totals). In the listing, the Account is the one I charged the contribution against. The Payee and Tag are the name of the Goal and…
there are years of people asking this same question with no response,
[removed] This is an issue found on the Simplifi Android app, although it might also be present in other app platforms. While minor, can you please correct the word 'send' to 'sent'. The correct phrase should be 'Enter the OTP sent over sms' Thank you.
I would like to be able to preset all invoice due dates to be Net 10. Sometimes I forget to adjust that date before sending it to clients and its a pain. I never have anything due a month out. Everything is 10 days. I little more ability to customize things like that would be nice.
FB – 102 error I followed recommended process long after 48 hours of trying to reconnect to the bank moving to Manuel and then bringing back to connect again. The 102 error is persistent. It’s been 3+ weeks since the Raymond James link worked. been 3+ weeks since the Raymond James worked.
The new Net Worth tab is very handy, but it would be nice if I could quickly toggle back and forth between showing all accounts and excluding some accounts. The "included accounts" feature would stay exactly the same, and the toggle would just control whether the exclusions are applied. It's a small thing, but it would be…
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This discussion was created from comments split from: HealthEquity FDP-108 error (edited).
I did a distribution from my IRA to checking and had taxes withheld. I can't figure out how to add this transaction. Adding it from the IRA side the transaction page doesn't seem to have a transfer option, just buying/selling shares. If I do a split transaction to add (+) funds on the checking account side, it doesn't seem…
Can someone please help me understand this….. If I manually enter a transaction, Q will not "link" that to an uploaded transaction when it occurs? I have several "pending" items from the beginning of April that I manually added so that my balances would be correct….. How long do they sit there? Do I have to go and link…
We are currently seeing an issue with School's First FCU returning an FDP-102 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…
We are currently seeing an issue with Georgia's Own Credit Union returning an FDP-176 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.16.0 Web Release, released April 22nd: FIXED: MFA timeout modal doesn't close. FIXED: Financial institutions listed in Settings > Accounts are not alphabetically ordered. FIXED: Unable to turn off the target date in Savings Goals.…
Hello everyone! Here are the issues and features we were able to tackle with the 6.16.0 and 6.16.1 Mobile Releases, released April 21st & 23rd: FIXED: Unable to delete a tag tied to a non-existent/deleted savings goal. FIXED: Unable to turn off the target date in Savings Goals. FIXED: Opening and closing the Quicken Assist…
We are currently seeing an issue with Freedom Mortgage displaying a positive loan balance in Quicken Simplifi instead of a negative one. 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 are currently seeing an issue with Olympia Credit Union returning an FDP-2102 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…
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…
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…
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[ONGOING] 4/8/26: Barclays - Missing Transactions
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