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NEW 10/9/26: Huntington National Bank returns an FDP-106 error
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The payee renaming process is over-shortening. Names are very hard to identify, requiring lots of extra clicks & review during transaction review. Please reduce the agressiveness of string shortening on Payees.
I use emojis to make certain categories stand out from the rest. But when I download a report to a CSV file for use in Excel, the emojis comes down as unintelligible codes. So a category that looks like this in the report: Looks like this in Excel: The emoji text code that appears in the file is 👧🻠which isn't very…
For a couple of days, Huntington does not update. Reconnecting accounts results in FDP-106. Per support, I made all accounts (despite still having the same names and numbers) manual and tried to add new connection by going to Add Account → Huntington → Log In. After logging in, I still get FDP-106:
The promise was: Barclays Cards (in my case, a store credit card serviced by Barclays) has a new connector with Simplifi (via Plaid) which is supposed to be new, and improved, and awesome! The reality was: I have tried several days to update my connection, and every time I get the exact same error message: “Something went…
We are currently seeing an issue where transactions are missing with Bank of America 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…
We are currently seeing an issue with Northwestern Mutual Insurance returning a 170 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…
I'm not certain this is new, but I think it is. When you introduced the last changes to the Transactions screen, the one where you resize the Search bar to make it longer at the moment when one clicks into it (rather than it being long all the time), you also put in the "Shortcuts" button. What a tremendously useful thing…
Any update on the progress of resolving the CIT Bank connectivity issue?
we need to be able to export our portfolio holding to excel (not just the transactions).
It would be great if there was a way to add Tag(s) to specific Categories, so that when a transaction is categorized the tag(s) could be applied automatically.
This discussion was created from comments split from: Huntington FDP-106.
This discussion has been merged.
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…
My Cenlar mortgage is coming up as a positive, not negative balance, completely throwing off the total net worth. Any way to flip to be a negative that I owe vs an asset?
I've noticed that QBP occasionally will drop reminders from recurring bills series. For example, I created a recurring bill series that corresponds to a monthly checking account debit for health and other insurance benefits that occurs on or about the first of each month. The series history shows monthly transactions as…
When reviewing the Top Spending categories from the Dashboard, my graph seems to contain something erroneous. Among the reported categories is Cash & ATM. I recently withdrew a sum by ATM which I categorized appropriately for a certain planned expenditure I ultimately did not make. I proceeded to redeposit those funds…
We are currently seeing an issue with Huntington National Bank returning an FDP-106 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.40.0 Web Release, released on October 7th: FIXED: Reminder lists not showing all types of future transactions. FIXED: Misaligned fields in the Create Series modal. FIXED: Paid reminders showing as past due. FIXED: Income and Spending…
Hello everyone! Here are the issues and features we were able to tackle with the 6.40.0 Mobile Release, released on October 7th: FIXED: Planned Spend expense cannot be changed from one-time to monthly without editing another field. FIXED: Paid reminders showing as past due. To be automatically notified of new product…
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…
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…
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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