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UPDATED 8/31/26: CIT Bank returning FDP-101, FDP-102, and FDP-105 errors
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This relates to Simplifi on a computer. I've never noticed anything unexpected with mobile. As is, the scrolling seems really un-intuitive. I've noticed this for a few months now. Unfortunatly, it was recently cited as a factor for a user to leave, so I know others are affected too. Current Scrolling Behavior: Blue -…
Is annual retirement income assumed to be net or gross? Does Simplifi stop adding contributions after the defined retirement age?
I'd like to add my daughter with her own Quicken account. Is there a cost savings adding through mine? I do want her to have her own bank connections and login separate from mine.
worked with ai on it, here is where it ended. I can’t open a support case directly from chat. Please contact Simplifi Support and include this summary: In August 2026, the transaction St Timothy Roman Catholic Chur Bill Payment on August 10, 2026 for -$xx is categorized as Charity & Donations. It appears in spending…
X Money uses Cross River Bank (885 TEANECK RD, TEANECK, NJ 07666), routing number 021214891 Login URL: X.com or the X app [added login URL]
Allow the user to be able to duplicate category trees. For example, I want to add a top level category for birthdays for my children so that i can budget for them in my spending plan. the tree would be something like (Birthdays>child1, child 2, etc.>deco, food and drinks, etc.) i would like to be able to duplicate the each…
Is it possible to change the default on the due date. I never offer 30 day terms and I'd like to be able to change it for all future so I don't have to correct that on each invoice.
Issue: I have a loan through TCT Federal Credit Union connected as a linked account. Simplifi correctly lists it under Liabilities, but the balance is being treated as a positive asset in my net worth calculation instead of being subtracted as debt. Steps to reproduce: Link a loan account from TCT Federal Credit Union View…
I have several recurring transactions like this one which use a BUSINESS Category… And they frequently, though not always, download as PERSONAL… Note that these are transfers from one account to the next. Sometimes both will be Business. Sometimes one side will be Business and the other Personal. Sometimes both are…
Even after a connection reset, the app throws FDP-175. I am able to log on directly to the Nymeo website.
This discussion has been merged.
My granddaughter pays back a loan via direct deposit into my checking account. How can I keep track of her remaining balance?
I receive transactions via a Stripe Account and can split, categorize, tag, etc…. but when I try to create a rule, the Stripe Account does not show in the list of Accounts that the rule could apply to. (I want to limit the rule to just the Stripe account)
It would be extremely helpful if I could set up columns for transactions to be the same across the platform. For example, if I change the order or visibility of columns on the Transactions page, my brain expects the same order and visibility when I view transactions in a Planned Spend category or anywhere else there is a…
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?
Hello everyone! Here are the issues and features we were able to tackle with the 6.35.0 Web Release, released on September 2nd: FIXED: Incorrect display for investment transactions in bank accounts. FIXED: Unable to remove an existing series logo using the trash icon. FIXED: Quicken Assist header overlaps summary content…
Hello everyone! Here are the issues and features we were able to tackle with the 6.35.0 Mobile Release, released on September 1st: FIXED: The "Create" button is not disabled for the one-time Planned Spend modal. FIXED: Credit Score setup fails. FIXED: App becomes unresponsive when opening the navigation menu during initial…
We are currently seeing an issue with Comerica Bank returning an FDP-106 error in Quicken Simplifi [or whatever the issue is]. This has been escalated internally, though we do not have an ETA at this time. If you would like to be automatically notified of any updates regarding this issue, please "bookmark" this Alert by…
Transaction Detail is getting a new look on the web! When you add or edit a transaction in Quicken Simplifi or Quicken Business & Personal, Transaction Detail will now open in a drawer on the right side of the screen rather than as a pop-up window. While building the new Transaction Detail experience, we noticed the…
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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