Best Of
Re: Banco Popular Puerto Rico FDP-103 error (edited)
Hello @josevera,
Thank you for letting us know you're seeing the same problem. When I check our internal tools, the error appears as a FDP-103 (invalid credentials) error. What is the exact error you are seeing on your end? Has the error changed at all (for instance, starting as the FDP-103, then changing to the request body unsupported error)? If it has, when did it change, and was there anything that seemed to have triggered the change?
You said you tried everything suggested earlier. Based on what I see when reviewing internal tools, it looks like you tried making the account manual and re-adding it today. Is that correct? If not, then when did you follow these steps? Have you also followed the troubleshooting posted for the FDP-103 error also?
I look forward to your reply!
Re: Refresh not working for Fidelity and Vanguard (edited)
Transactions ARE CURRENT. READ MY message above!!!!!!!
Your REFRESH IS NOT WORKING correctly!!!!
Read my message above.
Re: Regions Mortgage Error FDP-108 (edited)
Hello @Dick_Davis,
Thank you for letting us know you're seeing this error. To troubleshoot, first, login to the financial institution's website and verify if there is any action that you need to take (normally, you would see a pop-up or a message in the message center). If you do not see any action that you need to take, then please try these steps:
- Sign in to the financial institution's website through a different browser or incognito mode to see if you're prompted with any pop-ups immediately after signing in.
- Some financial institutions require you to accept terms and conditions for use of third party applications with your banking information. If applicable, did you acknowledge and accept the terms and conditions for third party apps on their website?
- Does you need to create or update your security question(s) on the financial institution's website?
- You mentioned MFA. Do you typically receive MFA prompts when logging in, both through the financial institution website and when connecting/updating in Quicken Simplifi?
Please let me know how it goes!
Re: Problematic connection to Firstrade account [FPD-155]
I'm also experiencing the same issue as described above.
I noticed that at some point, my Firstrade data connection stopped working, and I'm no longer able to access my account information through Quicken Simplifi. When I try to set up a new connection, I keep getting the FDP-155 error message.
Just to confirm, my account credentials seem to be working fine - I can log into my Firstrade account through their website without any problems using the same login information. So it appears the issue might be with the connection between the two systems.
I'd really appreciate any help or updates on this matter, as it would be great to have my Firstrade account syncing properly again. Thank you!
Delaware Life Connection - FDP-103 error (edited)
When trying to create the account for Delaware Life, the error message Care Code: FDP-103 is shown. I have logged in to the Delaware Life site using the user id and password and the login is successful. Is there a problem with trying to connect Simplifi with Delaware Life for the annuity.
[corrected error code]
Re: Franklin Templeton: Care Code: FDP-106
Thank you so much for your quick reply! In re-reading your original message, I realized I had changed the updates to manual but hadn't changed the accounts to manual accounts. They seem to be updating correctly now. Really glad I found this community and I appreciate your help!
Re: Ability to remove tags during bulk edit
I thought I had already upvoted it, but I did so today.
SRC54
Re: Mortgage Payments (Principal, Interest, & Escrow) Recommendations Setup
I agree with your method (with the slight change I suggest below), but I'm not sure exactly what @Dick_Davis's situation is. He mentions having "subaccounts" under his Regions Mortgage account, and I don't know what he means by that.
I would probably do all this in one transaction. The result in the Accounts and Categories is the same.
FROM:
- Checking [Account] - $1000
TO:
- Split: Regions Mortgage [Account] +$750
- Split: Escrow Account [Account] + $100
- Split: Mortgage Interest [Category]+150
(When I had a mortgage I just used a static approximate number for Mortgage Interest and then cleaned it up every few months when I had enough statements to make it worthwhile.)
DryHeat
Re: Ability to remove tags during bulk edit
Echo the need for this as high. I just spent way too long to undo an accidental bulk inclusion of a tag. lso, why can't we add rules to auto tag transactions like we can for categories???
I'm using tags to pull out the transactions I need for deductions so if these two things can't be resolved or added as features, I'll stop using Simplifi.

