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What’s the status with this issue. I can not trust the balance that it shows me which is making me overdraft.
I’m having an issue where certain transactions that remain pending for more than a day are being re-downloaded, which then requires me to manually clear them out before the transaction actually clears. If I just let them clear, most of the time they process correctly. However, when I’m trying to maintain an accurate…
I get refunds that are single amounts covering multiple transactions, it would be nice to split the refund or be able to apply multiple transactions to a single refund.
I know this is a known issue: https://community.simplifimoney.com/discussion/15010/new-11-24-25-elevations-credit-union-co-returning-to-100-error But my Elevations connection hasn't updated for two weeks now, despite attempting the "Reconnect" process. While trying to reconnect, my balance did update in Simplifi, but not…
In a number of my watchlists, the number under "Spent so far" for the month is wildly incorrect. This is not due to upcoming spend - I do not have any planned spending in these categories. For instance, in the attached, I have spent $50.83 for entertainment for the month, but the "Spent so far" reads $150.25. In the other…
I've noticed two glitches when sending invoices this week: 1). The invoice will not let you list a line item as 0.00. I have a lot of line items on my invoices that don't have a dollar amount next to them, so this is annoying because I end up having to put 0.01 down on the line item and then make another line item to…
I am having an issue syncing my American Century account. Each time I type in my credentials, it states that all accounts are already added, even though there are none listed. This has happened before, see the following link:…
We have been made aware of an online banking issue with CIT Bank, producing a CP_Server_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…
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.
EDIT: Ok … I know the (edited) title looks like a request for the ability to hide individual Categories. But that's not what this is about. This is actually a request for the ability to hide either all Business or all Personal Categories in a particular Space by clicking a single toggle switch. Why do I want this? Well… I…
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?
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…
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…
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.
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…
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…
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!
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NEW 12/1/25: Multiple FIs - CP_Server_Error
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