Discover tips, workflows and community insights to help you master Quicken Simplifi at its best.
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ONGOING 10/28/26: Police and Fire FCU returning multiple errors and missing transactions
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For people who work during the official chat support hours, there's no way to reach support. There should be an email option or other way to leave an offline message for issues the chat bot cannot solve.
has anyone been successful in connecting to Washington State's DCP with Voya?
In early October 2026, Bank-Fund Staff Federal Credit Union (BFSFCU) updated its login website. Since then, Simplifi won't update my BFSFCU accounts. The login address is: https://bfsfcu.org/connect/new-digital-banking.html At first, the error in Simplifi was FDP-163. Now, the error in Simplifi is FDP-105. Can Simplifi…
When attempting to connect to paypal using the same credentials that can be used successfully to log on at PayPal.com, the connection doesn't work. The failure message includes Care Code: FDP-103.
Hello, I use another financial budgeting platform besides Simplifi and they were having the same issue with LPL. There issue was resolved a couple of days ago. They use Plaid also. When I tried to link again through Simplifi, it is only finding two of my four accounts Dom
We are currently seeing an issue with Bank of America - Health Accounts returning an FDP-192 error in Quicken Simplifi (or whatever the issue is). 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…
In Spending Plan → Other Spend view, selecting a subcategory creates an additional bubble with the same category name instead of stopping at the correct level. Steps to reproduce: Open Spending Plan → Other Spend. Select a parent category, such as Kids or Home. Select a displayed subcategory, such as Kids Activities or…
The new Spending Dashboard is rolling out to Early Access users, giving you a new way to explore, compare, and understand your spending. For more details about the new feature and everything it offers, check out our Spending Dashboard announcement: As you explore, we'd love to hear what you think! What do you find most…
This issue has been going on since July. I rely on Simplifi for my business. To have not fixed this issue for two and a half months is unacceptable. I will be cancelling my Simplifi subscription tomorrow.
Hi everyone. Just want to confirm that connecting to 316 Financial, a bank that is a division of Primis Bank, is not available. Their login screen is at https://access.bank316.com Thanks.
I noticed selection of the recurring period (month/day/etc) is now before selection of the 'next date', and if you chanage the recurring period, the date updates — This is a time/hassle saver - previously I had to set a date AND set a recurring period (I can still do both), but now I only have to set a recurring period and…
Hello, I use another platform besides Simplifi and they had the same connection issue with CIT bank. They told me that Plaid has resolved the issue. So I tried it with Simplifi just now and it seems to be working. They also had the same issue with LPL and plaid. Their connection seems to be working but Simplifi is only…
Breaking out a discussion from the Transaction Review feedback thread: In the transaction register, when filtering transactions by Unreviewed transactions, a blue button appears in the upper right-hand corner that says "Mark all as reviewed." Clicking this button has the effect of instantaneously marking all transactions…
It's not off by much, but I've noticed that balances in my net worth report don't always line up with my market value in the portfolio tab. Is there a lag of some sort?
I am using ^BTCUSD as a ticker to track Bitcoin. The price is incorrect and is reporting approximately $60,000 when it should be closer to $80,000. The price looks correct if I click into actually edit the holding, but the price is incorrect everywhere else. 80,000 USD is approximately 60,000 GBP. Is there a currency…
We are currently seeing an issue where Desert Financial Credit Union is blocking the current Intuit connection, preventing customers from connecting or updating their accounts in Quicken Simplifi. Customers may receive an FDP-181 / END_USER_CONTACT_FI error. Quicken plans to transition this connection from Intuit to Plaid…
Hello everyone! Here are the issues and features we were able to tackle with the 6.43.0 Web Release, released on October 28th: FIXED: Old transactions missing. FIXED: Display options are unavailable when filters return no data, preventing users from changing settings. FIXED: Spending report graph overlaps amounts and bar…
We are currently seeing an issue where customers can't add Freedom Mortgage accounts in Quicken Simplifi via the Plaid connection. The connection fails during account aggregation, preventing the account from being added. Plaid has confirmed this as a known issue because the integration does not currently support the…
Hello everyone! Here are the issues and features we were able to tackle with the 6.43.0 Mobile Release, released on October 28th: FIXED: Display options are unavailable when filters return no data, preventing users from changing settings. FIXED: Spending report graph overlaps amounts and bar chart on the iPad Web App.…
We are currently seeing an issue where customers are unable to connect their Lowe's Credit Card - MyLowe's Rewards Credit Card in Quicken Simplifi using the Plaid connection. Customers may encounter an INSTITUTION_NOT_RESPONDING error. This is a known issue, and we do not have an ETA for resolution at this time. To be…
We'd love to learn how you track business mileage and how we can improve it, so you never miss an earned tax deduction. Please click the link below and take our survey. https://www.surveymonkey.com/r/L7VTNG6 We can't wait to hear from you!
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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