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I opened simplifi today and noticed my BOA credit account had a error. So I followed the message to re-authenticate it with it said was a new method. After going through the steps it now says fdp-390. I tried 3 times same outcome. I assume this had something to do with the may 6th issues but I don't think I ever saw that…
northwesternmutual.com Cash value for Universal/Whole Life Insurance Accounts. I get not needing Term Life or Disability Insurance products, but Permanent Insurance accounts are a form of investment.
I’m testing Quicken Business & Personal / Simplifi-style QBP reports and exports. So far, the main Income & Expense report export appears summary-oriented. The Flat and Nested CSV exports seem to export category/report totals rather than full transaction-level detail. However, when drilling into a report amount, the…
We’d love your feedback on Splits in Recurring Series and our latest splits enhancements! How are these updates working for you—what’s going great, and what could be better? Drop your thoughts in the comments below. Check out the full announcement for all the details!
I used to have the Account column in the transaction activity download, but recently it disappeared. How to add it back?
Does the Statement name change when going from pending to cleared? Screenshot of pending with statement name: Screenshot after it clears: This was suppose be a draft: I will post screen shot when it clears.
I am using Quicken Simplifi. Starting early last week, I have been unable to connect to Unitus CCU to update my accounts. I tried to reset the connection, and have been unable to sign in to make the connection. When I try, I get a FDP-101 Care Code.
I have cancelled my subscription and had my data deleted, but I am still getting the notification emails.
I would like to be able to pick a date range for the Balance Sheet (similar to the Profit & Loss report). This is needed to turn into my tax accountant (I need to run it for last year). Is this function available?
Greetings, your banner on sign in said you were aware of a bug and had fixed it. I am missing MANY transactions between April 1 and 12. And duplicates beyond that. The data is not matching the credit card statement you imported. Please help!
Rules don't seem to play well with transfer transactions. For example, in my checking account, I would like to update the name of a transfer based on the statement name to be clear and succinct - for example "[Account Name] Payment" instead of including all the extra numbers and whatnot that my bank statement assigns.…
Bug 1 is that Quicken updates balances without properly clearing transactions producing an artificial low balance that has been discussed elsewhere. Bug 2 is that when this occurs, the website shows a negative balance but the warning email SHOWS POSITIVE BALANCE of the same amount. It takes some detective work between my…
I'm using the web app to try to create a basic report to show how our gas expenses have increased with time over the last 6 months. When I create the report and filter to gas/fuel, it lumps the 6 months into one line and doesn't break it down by month. The chat bot tells me there is no way to make the report show by month…
Since updating to version 6.18.0, the account balances for Discover, Chase, and AMEX no longer update to include pending transactions. This feature was working correctly in previous versions, and all of my bank connections are properly configured with the "Balance with Pending" setting. Environment: Web and Mobile (Version…
This discussion has been merged.
Hello. On March 28 and earlier, the way Simplifi handled long date ranges in bar-graph reports used to be somewhat acceptable. If you zoomed out, you could see around 3 years of bars without month-label overlaps. Sometime between March 28 and April 23, there was a big improvement. On April 23, Simplifi showed whatever…
if we type in a search word in transaction (or other modules), tag words should be included in results. For example, I have a tag named for a pets name. If I do a search in transactions of that pets name (exactly how it is listed in the tag), it ought to show up and currently it doesn’t.
Hello everyone! Here are the issues and features we were able to tackle with the 6.18.0 Mobile Release, released May 7th: FIXED: Selecting a month in Watchlists scrolls the register to the bottom and can result in a blank screen. FIXED: Error when tapping outside the subscription dialog or tapping the Close button during…
We have received confirmation that Human Interest is no longer supporting third-party aggregation. As a result, it will no longer be supported in Quicken products, including Quicken Simplifi and Quicken Business & Personal. This means that manual tracking will be required moving forward. If you are currently connected to…
We are currently seeing an issue with E*TRADE 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 we will post updates as soon as we do. If you would like to be…
Hello everyone! Here are the issues and features we were able to tackle with the 6.18.0 Web Release, released May 6th: FIXED: Incorrectly showing Partner Auth error when user signs into bank website and subsequently cancels at account authorization screen. FIXED: User is able to enter letters and special characters in the…
We are currently seeing an issue with Barclays downloading duplicate transactions 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 Wescom Financial returning an FDP-103 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 you would like to be…
Summer is coming up, and with it plans for those great summer vacations. Or maybe, "staycations"? Are you team "plan for a big summer trip" or team "save up for the ultimate staycation"? Let us know how you use your budget to plan for those awesome summer vacations! ✈️☀️ If you aren't one for planning vacations this…
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…
[UPDATED] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
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