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[ONGOING] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
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I want to start over from scratch. How can I change the planned spending available amount to 0? I also want to delete the current transactions and start fresh in July. How do I do that? I tried deleting all my accounts, but then when I re-added them all the transactions popped up again.
Please add support for this financial instituion. https://my.investor360.com/ [added URL]
I have two 529k accounts set up on this Georgia plan for my grandchildren. I added these to my Simplifi account several years ago and until recently have had no problem connecting and downloading data from them. Starting last week I started getting 102 errors. I tried resetting the connection and when that did not work I…
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?
How about adding a trashcan icon on the transaction screen so a user can quickly delete one or more selected transactions without having to go to the detail screen. The detail screen is more suited for updating info for a transaction. I shouldn't have to edit a transaction to delete it.
How about adding a duplicate button or option so that a user can duplicate an existing transaction. This would be really useful when a user needs to recreate a transaction with many splits. The only way I see to do this now is to manually create a new transaction and recreate all of the splits. That's very time consuming…
Can't find this topic exactly covered elsewhere, apologies if I have missed it I have some loans 'out' to family and friends, some interest bearing and some not. To be paid back over a period of time. They are like investments, I suppose, but the current investment categories don't seem to work for a 'simple' cash loan,…
Multiple splits with transfers that are the same amount do not get linked to separate transactions in the receiving account. I have two splits that are transfers to the receiving account for the same dollar amount. They both get linked to a singular transaction in the receiving account. This is obvious because when I…
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…
I would love to see an option for dynamic column sizing throughout the Simplifi web interface. Currently, column widths remain fixed, so every time I resize my browser window I have to manually adjust the columns again. This becomes especially frustrating for users who frequently resize their browser or use different…
Hi Simplifi Community, I've been working through two separate but related issues with my John Hancock 401(k) connection and wanted to post here after hitting dead ends with both Simplifi and John Hancock support. Issue 1: Traditional 401(k) and Roth 401(k) showing as one combined account When I connected my John Hancock…
this error started a few weeks ago. Is there any update on resolving it?
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…
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…
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! 👇
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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