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This discussion was created from comments split from: Transactions disappear when linked to recurring.
My TIAA accounts have been unable to connect for over a week despite trying to reset. I have seen similar posts that say the issue was resolved but it does not seem to be. I have verified that the username and password work correctly when signing in to the website and there are no alerts there or requests for actions. Any…
Hello, there is a closed discussion on this same topic, but as it has not been resolved, I am looking to reopen and see if Simplifi can work on adding the correct log in address to log in to First Command Command Center. Logging into the command center occurs at: https://commandcenter.firstcommand.com/s/login/ This is NOT…
I have a 401k account through my employer and I'm unable to log in. I get the following error code: We are unable to connect to American Funds Retirement Planning Center at this time. Care Code: FDP-155
Just a few months ago I was able to create a rule that renamed the Payee (i.e. "EBAY 46534653457" → "eBay") without simultaneously creating a rule that would update the Payee category. Since a recent App update, when I try to create a rule that renames the Payee only, I get a pop-up telling me how my rule will change the…
There has not been an update on this issue since October 23rd. Three months later, is there any ETA on getting this resolved? It seems that the coaches have been pulling back on their updates. This does not inspire confidence in your paying customers.
The monthly reoccurring bills for utilities should be flagged and should be totaled so that money could be transferred to the right place. I should not have to use a spreadsheet to total up the money then transfer
I think it would be great if we could add our planned spending categories to our monthly cash flow. I think a lot of people know how much they will spend per week on groceries and gas etc. and it would greatly help us understand our weekly and monthly cash flow better. Thanks for considering.
Like many people I cannot connect to my Ascensus account. I am trying to add it to Simplifi for the first time. Each time I try the login goes through and I am asked to answer my security question and I successfully do that I get this error: "We are unable to connect to Ascensus - RPLink at this time. Please try again…
This discussion was created from comments split from: T Rowe Price Retirement FDP-105 error.
So far it looks good. I'm trying how to work with transfers.
I've seen several posts indicating this might be fixed in the future but all of those appear to be closed. is there an ETA
When I download data into Quicken everything works in a familiar manner except for my Space Coast Credit Union (SCCU) account. SCCU initiates a MFA request within Quicken. No one else does this. A pop-up box asks whether I want the MFA code sent to my email, text or phone. Is this normal? I thought the link between Quicken…
I'm not able to update my Jackson National Life IRA account. I get the "Care code: FDP-102" error. This does not seem to have been reported to you yet. The accoujt has been unreachable for months. Thanks for your help.
My list of accounts in the "Settings" section is no longer listed entirely alphabetically. It is split into two separate groups, each of which is listed alphabetically, with no reason behind the grouping that I can figure out (the first group lists my accounts from Alliant through Wells Fargo, then it continues on to the…
This discussion has been merged.
We are currently seeing an issue with Jackson National Life returning an FDP-102 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 will post updates as soon as we do. If you would like to be…
We are currently seeing an issue with Ubiquity Retirement & Savings returning an FDP-101 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 will post updates as soon as we do. If you would like…
Hello QBP users! Our product team is looking for some feedback on the Balance Sheet Report. The purpose of a Balance Sheet: A balance sheet report is a financial statement that provides a snapshot of a company’s financial position at a specific point in time. It outlines what the company owns (assets), what it owes…
Hello everyone! Here are the issues and features we were able to tackle with the 5.22.0 Mobile Release, released January 15th: FIXED: Users are reporting that FaceID sometimes doesn't work when launching the Mobile App on iOS. FIXED: "Add manually" in the Zillow form does not look like a button. FIXED: Not able to edit the…
Hello everyone! Here are the issues and features we were able to tackle with the 4.42.0 & 4.42.1 Web Releases, released January 15th & 16th: FIXED: Editing a Refund results in an error. FIXED: Various errors and crashes. ADDED: An Investments Dashboard card. ADDED: The 'Last Updated' timestamp to Zillow-linked accounts. To…
We are currently seeing an issue with M1 Finance where users are unable to add their High Yield Savings and other non-Investment Accounts 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…
We are currently seeing an issue where users are unable to link existing Finicity accounts in Quicken Simplifi due to the "link to" option missing. 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…
We are currently seeing an issue with Cambridge Investment Research returning an FDP-106 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 will post updates as soon as we do. If you would like…
We are currently seeing an issue with Wealthsimple returning a 105 error in Quicken Simplifi. This is due to Wealthsimple no longer supporting Mint access tokens or Quicken Simplifi. If anyone has any further questions regarding this, please contact Wealthsimple directly. If you would like to be automatically notified of…
We are currently seeing an issue where the Quicken Simplifi Mobile App is showing an incomplete dollar sign in the Investments Balances graph for accounts exceeding $100K. 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,…
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