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We are currently seeing an issue with users being unable to add their addresses using Zillow integration 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 will post updates as soon as we do. In the…
Earlier this year, I created an account for my mortgage andI added an opening balance transaction dated Jan 1 2026. I also started recording the mortgage payment with splits for the capital amount and the interest. The Transactions list for the mortgage account shows all the transactions since then, including the opening…
I'm wondering why my FNBO Direct account won't update? I'm getting care code FDP-193. I tried to delete/remove the account and re-add it and still kept receiving this code. Any suggestions?
this error started a few weeks ago. Is there any update on resolving it?
I know Simplifi is big on linking accounts and importing transactions, but for those like the Apple Card and others that work with Apple Wallet, this will give users a way to have transactions added. Obviously a little photoshop with the screenshots.
Similar to the way you can add multiple tags during bulk edit, I would like the ability to remove multiple tags during bulk edit.
New to Quicken Personal and Business, changing over from an old Access based system. When I link my bank accounts and credit cards, it pulls in a couple of years of historic data, now of which is categorized, or is mostly incorrectly categorized… I was hoping for a 'clean start' in Quicken and now not sure whether to…
My debt has gone down in the selected period. This should be reflected as so: The green color (already correctly implemented) Difference in account value should show (-) NOT (+) since debt went down The icon should be reversed to remain green but show a downward trend like so: Obviously the reverse should be true if debt…
Hi Simplifi Support, I wanted to report an issue that occurs frequently enough to become quite frustrating. The example below illustrates the problem, but it isn't limited to this specific transaction—it can happen with different recurring transactions as well. I have a recurring transaction called INSURANCE, which is an…
It would be very helpful if we could toggle on/off a trendline to overlay the "Summary" reports. For example, when I'm viewing monthly spending on a category over time, I'd love to see a linear trendline to see if spend is going up, down or remaining the same. Currently I have to export to CSV and add the trendline in…
Hello everyone! Here are the issues and features we were able to tackle with the 6.25.0 Web Release, released June 24th: FIXED: When creating a transaction rule, multiple rules are created when navigating backward through the flow. FIXED: Splits are not saved for the transaction when creating a recurring series at the same…
This discussion has been merged.
Please provide an ETA on this issue. It's been open since November 2025 with no update. This is outrageous.
More info: Kubota Credit did work a few weeks ago but has since added 2FA to their login. The Care Code I get is Care Code: FDP-105. D.A. Davidson - I took part in a call to help develop the Simplifi login progress. I saw it finally was added to the list of institutes. I tried to logon using my credentials but was rejected…
We’re excited to introduce an updated Transaction List toolbar on the Quicken Simplifi Web App! This enhancement delivers a cleaner, more streamlined experience and makes some of the most commonly used tools easier to access. This feature is currently available to 20% of Early Access users on the Quicken Simplifi Web App.…
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…
We are aware of an issue in Quicken Simplifi where Fidelity investment accounts are displaying an incorrect cost basis. 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…
We are currently seeing an issue with Happen Bank returning an FDP-155 error in Quicken Simplifi after rebranding from LendingClub. 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…
Hello Community! We’re exploring a new aggregated summary for credit card details in Quicken Simplifi. This would allow you to view all your credit cards in one place, helping you more easily understand balances and decide when and what to pay off. We’d love your feedback! If this is something you’re passionate about or…
Imagine you could go back in time and give your younger self one piece of financial advice. What would it be? Whether it was something you learned the easy way or the hard way, your experience could help someone else on their financial journey. Share your advice below! 👇
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[ONGOING] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
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