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UPDATED 8/28/26: America First Credit Union returns an FDP-102 error/No longer searchable
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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)
How do I get a manual brokerage account (used to track ESOP value) to be included in my net worth? It shows as "Excluded": I uploaded 4 years of account balance history: The account is not hidden or excluded: And it shows a positive Market Value on the account page: Any advice would be appreciated. I do not have any…
Trying to connect to my credit union but getting this error. Anyone else with this issue? URL is https://secure.communityamericaonlinebanking.com/
Even after a connection reset, the app throws FDP-175. I am able to log on directly to the Nymeo website.
We have received multiple reports from users stating they are encountering FDP-103 errors. Users will be able to connect to their bank online, but will not be able to do so in Quicken. 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…
We are currently seeing an issue with Mr. Cooper (formerly Nationstar Mortgage) returning an FDP-105 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…
We are currently seeing an issue with America First Credit Union returning an FDP-102 error in Quicken Simplifi and/or no longer being searchable in the bank list. 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…
Hi, I am wondering why this thread has been closed, as i still have the exact same problem: rules are still not reliably being applied to my transactions. Is this still a known issue being worked on? It is very frustrating to deal with and forces me to do more manual work than I would like.
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?
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…
Coach Natalie, Work has obviously been done to make the Watchlist "This Month" numbers be more realistic. Can you provide the community with what makes up the "Projected" bucket? Spent so far is now only things that have already been spent, that is good as it used to be spent and planned spend. Projected looks to be more…
I’ve been using Quicken Simplifi for a couple of years. Unfortunately, its never learned correctly rename transactions. I would like to turn off Simplifi’s automatic transaction name changes.
I was asked to post a new discussion about Coinbase saying that this thread was for Robinhood only: However, I am having what appears to be the same issue with Coinbase. Not all of these are owned by me, but I will give the Crypto symbol, and what it is reporting as (which I think it is looking them up as stocks rather…
[EDIT] This was converted to an Idea Post, so I have updated this comment to clarify what the Idea is. The Spending report bar graph label area sometimes truncates names that it has plenty of room for. It's ok for it to have a limit on how long a category name can be, but it shouldn't arbitrarily truncate names that are…
When I am in an account and perform a filter or search operation. Then go to “All Transactions”, the displayed transactions are only for the transactions that I just filtered or searched. To get the full list of transactions in the All Account or Transactions, I have to select an account to clear filter or search criteria.…
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…
We are currently seeing an issue with Victory Capital returning an FDP-176 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 the upper right. If you do not see the bookmark…
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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