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UPDATED 10/19/26: Discover / Capital One FDP-101 error
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For a couple of days, Huntington does not update. Reconnecting accounts results in FDP-106. Per support, I made all accounts (despite still having the same names and numbers) manual and tried to add new connection by going to Add Account → Huntington → Log In. After logging in, I still get FDP-106:
I have many entries from Publix and Kroger that get automatically categorized as "Groceries." So, "Groceries" is one of my "Most Used Categories." However, when I pull up the dropdown list to change a transaction's category, I don't need to see "Groceries"; that is almost never what I need to change a category to. I need…
I just checked out AI to get Amazon purchases categorized, as it seems we may see this feature only in several years (not even planned yet after 4 years of asking and other companies already doing it). Here is what I did, and it works well so far: - export categories from Quicken Simplifi (well, not directly yet, but…
Ability to export all investment transactions into a CSV file is very important for those who use that info to prepare year end statements to track dividend income, buy/sell activities or any other investment cash sub-account activity.
Any update on the progress of resolving the CIT Bank connectivity issue?
Last month nearly none of my bills were auto matched to transactions. The amounts weren't exactly the same, but it feels like this has gotten significantly worse over time. Like okay Apple increased price by $2 but it's on the same date from the same vendor - why not match? I even went as far as to set up a bunch of rules…
Has anyone noticed that more transactions are categorized incorrectly? The most egregious is now every refund I receive is categorized as personal income. I can't create rules for every vendor so I'm forced to manually recategorize. This never used to happen before
We are currently seeing an issue with Wells Fargo returning an incorrect balance in Quicken Simplifi. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they become available, please click the bookmark ribbon located in the upper right. If you do not see the bookmark…
By default, Simplifi categorizes insurance expenses like Homeowner's Insurance premiums as a sub-category of Home expenses, Auto Insurance premiums as a sub-category of Auto & Transportation expenses, Health Insurance as a sub-category of Health and Life insurance as a sub-category of Financial expenses. Realizing that the…
Just about 100% of the people I know have an Amazon account at this point. It would be amazing to have some workflow/features that would help us split the credit card charges by the Amazon purchase details, when categorizing/splitting. I know someone wrote an Amazon order detail syncing thing for another product, just…
Has there been communication issues with Morgan Stanley?
I have changed my password several times but I continue to see this error. Is this a known issue? Is there any resolution? To connect to your account, you must change your password at the website for TJX Rewards Credit Card. Care Code: FDP-109
I like the report functionality and I use it often but there is one annoying aspect. When looking at a report and clicking on an amount to see the detail, it takes you to the detail page which is perfect. But when you return to the main report screen, it refreshes completely, taking you to the top of the report instead of…
I have been using Quicken for about a year to manage my personal finances, and overall, I really enjoy the software. I do, however, have one suggestion that I believe could make it more useful for the average person, regardless of their financial situation or goals. Most people who use personal finance software have some…
Revert the Bills & Income section back to how it previously looked by showing both paid and unpaid bills as well as received and unreceived income. Currently, once a bill is paid it disappears instead of showing 'Paid' which is not very useful. I want to see that it shows paid vs have it disappear and only assume.
Hello everyone! Here are the issues and features we were able to tackle with the 6.42.0 Mobile Release, released on October 22nd: FIXED: Error when dismissing a reminder. FIXED: Net Worth feature using incorrect tooltip type. FIXED: In Review Transactions, the applied filter text overlaps the transaction card when no…
Hello everyone! Here are the issues and features we were able to tackle with the 6.42.0 Web Release, released on October 21st: FIXED: Error when dismissing a reminder. FIXED: Can't select "last day of month" as the recurring date when creating a recurring series on the last day of the month. FIXED: Net Worth feature using…
We are currently seeing an issue where transactions are missing with Nuvision Credit Union in Quicken Simplifi. This is a known issue on the provider's side, and we do not have an ETA for a resolution at this time. To be notified of updates as they become available, please click the bookmark ribbon located in the upper…
We are currently seeing an issue with Pelican Credit Union returning an FDP-2505 / EWC+ Authentication Redirect Failure error in Quicken Simplifi. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they become available, please click the bookmark ribbon located in…
We are currently seeing an issue with Marcus by Goldman Sachs returning an INTERNAL_SERVER_ERROR when connecting accounts in Quicken Simplifi. This has been escalated internally, though we do not have an ETA at this time. To be notified of updates as they become available, please click the bookmark ribbon located in the…
We are currently seeing an issue affecting Discover card accounts in Quicken Simplifi. Our teams are already working to resolve the issue, though we do not have an ETA at this time. To be notified of updates as they become available, please click the bookmark ribbon located in the upper right. If you do not see the…
Since it’s October, let’s take a little trip down memory lane... What was your first car or motorcycle? Bonus points if it was a little spooky, beat-up, or held together by sheer determination. 😸 Did you love it, hate it, or somehow manage to keep it running forever? And more importantly, was it a spooky nightmare for your…
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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