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When I tried connecting to Venmo in the past, I got the MFA popup and it let me log in. But now, I don't get that MFA prompt anymore and instead there is an error. This started happening around a week ago. "Account needs attention(Care code: FDP-102)We are unable to connect to Venmo at this time. Please try again later." I…
Setup the Citi bank first time a week back. At that time, though the system was showing a message that error connecting to citibank, I chose connect anyway. So I was able to add the account successfully last week. But since then data is not been refreshed. And it is showing "Service is currently unavailable" icon as above.…
Hello, I have a Traditional Roth Ira account through CalSavers that I want to connect automatically. Please add CalSavers as an account to automatically connect as an investment account.
Setting up this account for the first time. Tried 2-3 times but getting the same error. Checked the community and foudn some other user had an issue with adding the same too (and it closed though it is confirmed as an issue :() but with different care code.
This is really needed for Cash Management accounts from Fidelity and other Investment Firms that act like checking accounts. Generally they come with debit cards, bill pay and checking features. The cash in the accounts is generally tied to interest from Sweep Bank accounts or to a single cash fund such as a Government…
getting error: We are unable to connect to Movement Mortgage at this time. Care Code: FDP-155 I did review community threads for a similar issue. Other users reported the issue with this company, but with a different error code. Also checked the error on this error code, but none of that resolved the issue.
Still getting this error even this was marked as resolved. I have tried reconnecting the existing account, adding a new account, and have logged in directly on the Alerus webpage.
I can connect to Freedom Mortgage and the amount comes in correctly, but the account reflects as a positive balance instead of a negative balance. I have tried reconnecting. How do I make this show correctly?
I cannot toggle the option to exclude a transaction from reports or spending plan. I'm less concerned about the spending plan and more concerned about the reports, since I need my Schedule E to be accurate and it's currently missing MANY transactions. It doesn't seem to matter what I do, the Exclude from Reports is either…
I tried all the usual and suggested troubleshooting steps from the ai bot in chat and still can't get it to sync. Tried those steps last night and today, was no help. Searched community and didn't see any current posts with this error code.
I had received a refund from an airline for a airtravel cancelation. I wanted to set the date to Dec '25, however changed it to Dec '26. I am unable to find this. I was doing it on the phone, and remember seeing a message about reminders.
Hello, after opening an additional account at EQ Bank and adding it to Simplifi yesterday; today, I am unable to successfully connect to EQ Bank. I get the following screen. I have disconnected the account(s) and tried re-connecting the account(s) with no success. If I delete the Institution and re-add it will I lose all…
Hello everyone! Here are the issues and features we were able to tackle with the 4.89.0 Web Release, released January 7th: FIXED: Deleting a Parent Category in Categories & tags displays a spelling error. FIXED: Various errors and crashes. FIXED: QBP: Inconsistent date fields on the Invoices screen. FIXED: QBP: Income and…
We are currently seeing an issue with Transamerica - Retirement returning a $0 balance 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 American Express where savings accounts are unable to be added/updated 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…
We are currently seeing an issue with Prudential 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 will post updates as soon as we do. If you would like to be…
Happy New Year! As we kick off a fresh year of financial well-being, let’s set the tone. Instead of a long list of resolutions, if you had to pick one single word to describe your financial focus for 2026, what would it be? Stability? Travel? Automation? Drop your word in the comments below! 👇 -Coach Jon
Small Steps to Strengthen Your Financial Foundation for 2026 By Coach Jon Quicken Simplifi is designed to be flexible, allowing you to pivot when your circumstances change. By leveraging three key features: Watchlists, Savings Goals, and Recurring Series, you can build a financial plan that isn't just about tracking the…
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…
[ONGOING] 11/24/25: Elevations Credit Union-CO returning to.100 error/FDP-101 error
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