Best Of
Re: Refund Reminder Card Displays on All Accounts
Hello everyone!
We were able to reproduce this bug on our side and have reported this issue to our product team. We will be sure to follow up here when we have any status updates!
@stacyvance, Thanks for also reporting this issue! We did merge your post here with the other users reporting this issue, so that you can also follow along here.
-Coach Jon
SIMPL-27798
Re: Issue connecting two logins with Vanguard (edited)
Simplifi support team, any updates on the issue? It's been over a month since this thread started.
Web Releases 4.64.0 & 4.64.1
Hello everyone!
Here are the issues and features we were able to tackle with the 4.64.0 and 4.64.1 Web Releases, released June 18th & 20th:
- FIXED: When resetting bank connections, the accounts found are not getting auto-linked to the existing Quicken Simplifi accounts.
- FIXED: The 'Add Bill' modal is presented when adding Recurring Income.
- FIXED: The icons in the Add Asset Account modal are using the incorrect colors in Dark Mode.
- FIXED: When deleting a Level 3 Category that a Watchlist is using, the Watchlist remains and causes an error.
- FIXED: Minor visual issues throughout the app.
- FIXED: QBP: Crash when adding a second business during the Getting Started Flow.
- FIXED: QBP: Other minor fixes.
- UPDATED: Projected Cash Flow for Asset Accounts now defaults to 'Last 6 Months'.
- UPDATED: Investments Balances graph tooltip to show when a balance is "estimated".
- ADDED: An "Add manually instead" option to the Add Real Estate screen.
To be automatically notified of new product updates, please be sure to follow the Updates from the Product Team category by clicking "Follow" at the very top of the page.
Thank you!
Re: Janney (Janney Montgomery Scott LLC) Investments connectivity
Any update on Janney?
Re: Janney (Janney Montgomery Scott LLC) Investments connectivity
I can't get connected to Janney Montgomery Scott. Can you help?
Re: Janney (Janney Montgomery Scott LLC) Investments connectivity
Moreover, it seems that several community members have been frustrated too! :(
Re: Janney (Janney Montgomery Scott LLC) Investments connectivity
I can’t connect to Janney and that’s a HUGE part of my financial profile. Please connect it now! I’m new to Quicken but it if doesn’t work with Janney, I’m out.
Re: Error Code: FDP-6000 and FDP-102 with Space Coast Credit Union (edited)
Thank you. Please let me know if there are any updates.

