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Issue: "NEW 11/30/25: CIT Bank - CP_Server_Error" It was fixed and worked for few days; now it does not work again!
Hello, There is a frequent scenario where transactions arrive with pre-fixed words like "Purchase Non Pin" which ideally should have already been trimmed by Quicken, but at least supported via rules. For example "Purchase Non Pin Walmart" and "Purchase Non Pin Starbucks". The info around rules makes it easy enough to…
Hello, A common case for receiving payee names includes a prefix which affects the ingestion. For example, "Purchase Non Pin Walmart" and "Purchase Non Pin Starbucks". There is a need to be able to configure a rule where if the exact text provided is found to trim it. To provide the best functionality, I would recommend a…
How can I see how much I spend, month-to-month, for a particular Category? For instance how can I see how gas I buy each month during 2025? I can see the aggregate amount but not how much I spent each month.
Charles Schwab brokerage accounts no longer updating since November 2025. I have tried resetting the connection, making the accounts manual, deleting the institution and adding institution back. When connection is made even with the accounts made manual, I get a message that all accounts have been added. I even tried…
I would like to request the option to see manually added transactions inside of the main activity transactions grid. Right now when you add a manual entry with a future date it moves that entry into the planned grid. It would would also be nice to see those "pending" transaction reflected in either the overall balance of…
Haven't been able to connect to NYSDCP for almost a month now. What's going on quicken? https://www.nysdcp.com/
Good afternoon, I have a PayPal account with an attached PayPal Extras Mastercard Credit Card (Issued by Synchrony Bank). I have tried to connect this account via Simplifi with both PayPal connection options available in Simplifi and they both only give me the option to select the Checking account (PayPal Balance).
Even though my primary accounts are configured to show transactions in both Reports and Spending Plan, they are being excluded. I have verified in the Settings - Accounts that each of these is configured to include transactions in Reports. Until October, I was able to view spending and income for each month and multiple…
This discussion was created from comments split from: Missing MySynchrony/ID.Synchrony login for credit cards (edited) .
I'd like to see the Reminder record that is part of a series include the Notes/Comments so the Confirmation or Reference can be listed when the payment is made. [Edited - There is already an existing Idea post requesting this feature. To view it, click here] I'd like a way to classify the Reminder as something that is on…
Are others having problems with connections to T Rowe Price. I'm receiving a FDP-105 error, and the account has not updated in 2 days. I thought I'd ask before going through the process of trying to reset the connection. My past experience is that once you received the 105 error for a couple of days, the bank or company…
This discussion has been merged.
I have a watchlist for all travel, and it shows a yearly Total of $43,231, which doesn't match the yearly total for the same category in the Spending Report, which is $36,329—screenshots attached.
We are currently seeing an issue with Nationwide Retirement Solutions 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…
This is the time of year where holiday music, movies, tv shows, etc. are almost inescapable. My favorite holiday movie is one that most people wouldn't consider a holiday movie: The Addams Family. I'd love to hear what movies you enjoy this time of year!
We are currently seeing an issue with Ent Credit Union 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…
Empower will begin its migration to a new API platform starting on 12/9/25. This will affect users in waves, meaning not all users of Empower-affiliated Financial Institutions (FIs) will be affected at once. The list of affected FIs are: 66503 - Empower Retd. - 401K 66705 - American Funds Retirement Planning Center 66670 -…
Hello everyone! Here are the issues and features we were able to tackle with the 4.86.0 and 4.86.1 Web Releases, released December 3rd & 4th: FIXED: The Income Report is still broken down by day when using a Date Range of 31 days. FIXED: The deep-link for the Monthly Summary Report opens a default reports page. FIXED: When…
Hello everyone! Here are the issues and features we were able to tackle with the 5.45.0 Mobile Release, released December 3rd: FIXED: The Check # field is missing in transactions. FIXED: Various errors and crashes. UPDATED: QBP: The Mileage Tracker has been integrated with the Taxes Report. UPDATED: QBP: Minor enhancements…
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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NEW 12/1/25: Multiple FIs - CP_Server_Error
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