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My employer's HSA savings and investment plans are administered through Inspira Financial (formerly ). Though other HSA accounts are available in Simplifi, none of them work for my provider. My accounts are accessed through: https://auth0.mybenefits.inspirafinancial.com/login? Please add this URL as a login option in…
I have been trying to connect my Human Interest account for several months now. I keep getting the "FDP-105" error code. There have been a few discussions already, but the most recent update I can find is from 10/30/25.
I cannot connect to our TIAA Brokerage Account. The error Code is FDP 155. I have seen other posts going back to 2024 on this issue. Does anyone have some new update on this?
QBP users should be able to hide all Business or all Personal Categories in a particular Space with a single toggle. I use Spaces to segregate my business and personal finances. One space is all personal while the other is all business. The ability to hide all Business Categories in the personal Space, and hide all…
Regarding the Idea Post at the bottom, I see it's closed and indicates that it was "Completed". Still, I find that these three (3) can't be deleted or the category name can't be edited. Instead, when I click on them, it shows this… I also don't see the ability to "Disable" them; truth be told, I don't see a way to…
My wife and I each have a bunch of separate accounts at various financial institutions with separate login credentials for each of us. I connect all of these to Simplifi, and normally accounts with separate login credentials at the same financial institution show up separately, like this: But for some reason out separate…
We’re currently seeing an issue with TD Bank in Quicken Simplifi where users with multiple logins (such as their own and a spouse’s) experience one login disconnecting as soon as the other is connected. Users are also seeing that both sets of login credentials are being grouped under a single Financial Institution in…
As a former Quicken Classic user transitioning to Simplifi, I am requesting the addition of a Running Balance column within individual account registers. This feature is essential for ensuring data integrity during the onboarding process, managing daily cash flow, and auditing transaction history. Why This Matters…
Robinhood has a new banking product and I have 2 checking (individual and joint) and 2 savings accounts (individual ans joint) with them. When I add Robinhood, I do see the checking accounts but the savings account don’t show up. Can you please fix the code to allow adding savings accounts. FWIW, I tried to add Robinhood…
We are currently seeing an issue with Mr. Cooper (formerly Nationstar Mortgage) returning an FDP-105 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…
I tried the business version of quicken Simplifi for a bit to see what it was about. I didn’t classify any transactions under the business category. When I reverted back to personal subscription only, I’m still seeing the business category suggestions. It’s a pain because now I have to scroll past all the business…
Simplifi has stopped showing all transactions to my Fidelity HSA after October 3, 2025. Any suggestions? Also, though it took me some time to figure out what it was doing, Simplifi seems to consolidate multiple transactions from a given payee on a particular day into a single transaction in the Simplifi ledger. Is this…
This discussion was created from comments split from: Customize Dashboard: Share your feedback here!.
The dashboard is hard to read with the numbers in cents. Rounding or even deleting cents would make it cleaner and easier to read. This is a feature in my Quicken Deluxe. A button or setting to allow viewing the dashboard account list would do the trick.
This discussion has been merged.
I have a mortgage through Chase. I've noticed that, from time to time, the values that Simplify gives to my mortgage in "Reports → Net worth" are totally off. I don't mean "oh it missed that I made a payment", I mean the values will go from "-$350,000" to "$50,000". If this happens to happen at the end of the month, it'll…
Hello everyone! Here are the issues and features we were able to tackle with the 4.87.0, 4.87.1, and 4.87.2 Web Releases, released December 9th, 10th & 12th: FIXED: Blank screen when signing in. FIXED: Duplicate transaction created when linking a refund reminder to a transaction. FIXED: The Bulk Edit flow is delayed in…
We are currently seeing an issue with Synchrony Bank and Synchrony Store-Branded Cards 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…
We are currently seeing an issue with New York State Deferred Compensation 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…
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!
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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