Best Of
Re: How to get default categories back? (edited)
yeah no worries thank you for following up.
Re: Manually updating investments while team resolves issues
Hi,
If you mean entering dividends, buys, sells, reinvestments in your Investment account, sure you can just add them manually. Simplifi will ignore them anyhow. They are just for your records.
I think for updating your holdings, there is nothing you can do to fix that as long as it is a connected account. It's frozen until you get a refreshed download.
You could create a manual account to add the new holdings you now have gotten since you lost connectivity. This would help you keep up with your net worth. This would be something you would later delete once you have connectivity again.
The third option would be to take the account manual, and then you can edit it as you see fit and change your holdings. You could later reconnect this account and Simplifi would, I think, overwrite your holdings with the downloaded ones.
This is some food for thought. It's been a while since I had a manual investment account in Simplifi, and I don't want to tell you blithely to do it. I once took my Fidelity Investment Accounts manual to edit them and then reconnected them. It was fine, but I held my breath thinking I might lose data., which is always possible. Of course, you can always recreate it. So it comes down to you.
By the way, how long have you've been without connectivity? I assume you've tried everything to reconnect and you know that this is a known issue?
SRC54
Re: Add an option to expand/collapse all transaction rows (edited)
Want to keep this discussion active. Once again, an expand all/collapse all option for the transaction pages would be a great feature to add.
DannyB
Re: Ability To Track Gold and Silver Assets based on current market prices (edited)
@AnonymousBluebird Brilliant solution!!
mtnman
Re: How to get default categories back? (edited)
@Bwithey327, thanks for joining the discussion!
To confirm, you'd like your entire Quicken Simplifi dataset deleted so you can start from scratch, correct? Please confirm, and I can do that for you!
Re: Add an option to expand/collapse all transaction rows (edited)
@KDC1996 suggested the following buttons for transaction lists:
I like that, but I would change the text to "Expand all groups" and "Collapse all groups."
DryHeat
Re: Add an option to expand/collapse all transaction rows (edited)
I'd use this too! @DannyB is right, the longer you use Simplifi, the more useful this would become. Its a feature that would get better with age; like wine.
Flopbot
Re: TIAA Reporting Connection Issues
I'm also getting the same message.
We are unable to connect to TIAA at this time.
Care Code: FDP-155
[ONGOING] 6/18/25: TIAA returning FDP-102 and FDP-106 errors
We are currently seeing an issue with TIAA returning FDP-102 and FDP-106 errors 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 automatically notified of any updates regarding this issue, please "bookmark" this Alert by clicking the bookmark ribbon in the upper right corner.
Thank you!
CTP-13115 // KI-24240145
Re: Add a reconcile feature [edited] (1 Merged Vote)
@Coach Natalie , please merge my feature request with the reconciliation idea … thank you.
JeffCB