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UPDATED 10/19/26: Discover / Capital One FDP-101 error
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I have been using Simplifi without my Amazon Store Card ever being added to accounts. Today I noticed when the auto payment was made the transaction was showing as an expense from my bank account instead of a transfer. No offsetting entry was being added. I added the account and assume the next payment will be recorded as…
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…
This discussion has been merged.
Should the reminders section be the same, no matter where you are viewing it from? At the moment, Invoices are showing in Reminders when viewed in the Bills & Income overview, but not the cashflow tab. They are also showing in the reminders section of the Transaction tab. Should not all reminders sections be the same?
We’re currently investigating an issue affecting Police and Fire FCU in Quicken Simplifi. Customers may encounter an FDP-102 error when attempting to connect or update their accounts. The issue has been escalated to our internal team for further investigation. At this time, we don’t have an estimated time for resolution,…
When I try to create a recurring transaction on iPad Pro, the keypad for the amount field is unusable, it briefly appears then disappears, and cannot be brought back up. This screams of a development environment where they only tested with a keyboard. See:
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…
Having the 'Mark as Paid' option on a reminder is really helpful. However, I noticed that if I mark a reminder from a series as paid, the transaction doesn't have the ability to get unlinked to the series. The 'Unlink' option is greyed out. Is there any particular reason for this? I would like to be able to unlink…
[removed] Hi - I have 2 401Ks at Principal Financial Group. Starting earlier this year, while updates successfully completed without any connection error, the balances on these two 401K accounts were not getting updated. When I contacted you, you suggested that I reconnect to Principal. I tried this and it worked, but only…
Coming from Pocketsmith, the cash flow graph is essential for me. I would love it if the graph were customizable. What I am looking for is the ability to group accounts into 1 or more lines for forecasting, not just each individual lines. I use my rewards credit cards to pay for most items then fully pay off my credit…
There is another issue with connecting to Prudential. This time, I do not get a code when I receive the error message. We are unable to connect to Prudential Financial Investor Annuities at this time. Care Code: not.found
Back around early 2026, I was a superuser, then I opted out because my health stability decompensated (I was hospitalized over 100 days between march and early august, to the point where medicare was no longer covering my hospital stays fully). I am seeing a lot of the old superusers posting here, but I am seeing 5-stars…
November 8, my Discover Bank accounts will move to Capital One. How can I assure all my transactions flow to Simplify correctly? When my credit card transitioned, only 3months of transactions came over and I had to manually enter several months.
On web app. I don't see any transactions older than October 20th 2025. This is a critical defect.
It seems that since this past Saturday that Quicken has required me to reauthorize with Pentagon Federal Credit Union to download transactions.
Hello Simplifi Team, I wanted to take a few minutes to share my experience with Simplifi and offer some constructive feedback. Over the past several weeks, I've evaluated a number of financial management and accounting systems, ultimately selecting Simplifi. I want to begin by saying that I'm extremely pleased with the…
New user and this is my last account I'm trying to connect. Have been trying since yesterday. I see a few older posts in threads with exact same error. Is there a Connections status page or just the warnings which currently only show Discover having problems? The embedded URL is correct: login.sei-connect.com and I'm asked…
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…
We are currently investigating an issue in Quicken Simplifi where reminders from a recurring series do not appear in the Reminders section of the Bills & Income page or in the Upcoming Reminders carousel on the Transactions page. This issue has been escalated internally, though we do not have an ETA at this time. To be…
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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.41.0 and 6.41.1 Web Releases, released on October 14th & 15th: FIXED: Transaction list does not fully render after navigating from Reports back to Transactions. FIXED: Transactions page shows only newly created manual transactions after…
Hello everyone! Here are the issues and features we were able to tackle with the 6.41.0 Mobile Release, released on October 14th: FIXED: The Taxes Report displays only one year, even when multiple years are selected in the date range. FIXED: Crash while making large splits. FIXED: Android keyboard persists across screens…
Want to see how your finances have changed over time? Comparison Reports are now available on web and mobile! With the new Compare option, you can compare the current report period against another period to see how your income and spending have changed. You can choose from: Prior year — Compare your current date range with…
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…
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