Best Of
Re: Raymond James - FDP-101/FDP-102/FDP-155 (edited)
Hello @Laltshul,
Thanks for reaching out! I can see the FDP-155 error you are encountering when trying to connect to Raymond James & Associates. We do have an alert for this known issue, which you can follow while our product team works on a resolution in the meantime, here:
We will be sure to post further updates there as we receive them!
Re: Raymond James - FDP-101/FDP-102/FDP-155 (edited)
Any update on this? The Raymond James connection is still not working and no updates for the past week. Please help!
heatherm
Re: Raymond James - FDP-101/FDP-102/FDP-155 (edited)
Okay, it's now April 23rd and this problem hasn't been fixed. What is happening here???
Stevie
Re: Shortcut to finding daily uncategorized transactions
Here's the link so you can vote :)
(It got merged with one for reports but really it's two separate features, and if Simplifi comes and says "you already got saved reports", well, that's not what I was asking for.)
https://community.simplifimoney.com/discussion/975/saved-filters-in-reports-and-registers-edited-2-merged-vote/p1
EL1234
Support for OnePay Cash Rewards Card (edited)
Just received communication from OnePay saying they now support Plaid and listed [removed competitor mentions]. Is there going to be support for this card in Simplifi?
Driven67
NEW 4/23/26: School's First FCU returns FDP-102 error
We are currently seeing an issue with School's First FCU 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 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-17082
Re: Raymond James - FDP-101/FDP-102/FDP-155 (edited)
14 days to resolve this issue is way too long with no end in site. They convinced me to switch to Simplifi. Now that I've converted all my financial records over i can't use Simpli without this connection. I'm flying blind. Going back to the manual method in Excel and save some $.
MZABEL67
Web Release 6.16.0
Hello everyone!
Here are the issues and features we were able to tackle with the 6.16.0 Web Release, released April 22nd:
- FIXED: MFA timeout modal doesn't close.
- FIXED: Financial institutions listed in Settings > Accounts are not alphabetically ordered.
- FIXED: Unable to turn off the target date in Savings Goals.
- FIXED: Fixes/enhancements for Splits in Recurring (Early Access).
- FIXED: Fixes/enhancements for Saved Reports (Early Access).
- FIXED: QBP: Already billed billable expenses remain selectable in the Link Transaction modal.
- FIXED: QBP: Typos in the Stripe connection flow.
- UPDATED: Enhancements made to the display options in reports.
- UPDATED: QBP: Transaction searching to locate partial client/project details.
- UPDATED: QBP: Prevent users from using business categories when no business has been added.
- ADDED: Hover tooltips to the charts in Net Worth.
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: Ability to add Planned Spending Items to our Projected Cash Flow [edited] (4 Merged Votes)
I've been thinking about this as well. Because I use Planned Spending only for things paid via credit card, I don't need to show them in my upcoming cash flow as long as I'm just looking at 1-2 months ahead. The cash flow projections that I look at are mostly my main checking account, and sometimes another checking/savings account and the manual account I have created for Cash. Since Planned Spending is paid via CC it affects my checking account more or less a month later, when the relevant credit card bills are due, and for those I have recurring series set up which show in the projections.
(I used to update those amounts manually; now Simplifi updates them for me and I double check every so often in case any are incorrect.)
What happens then is that my upcoming cash flow for the next month is usually pretty accurate (if I am anticipating an expense paid from my bank/zelle etc, I will include a one-time bill for it so it's included). And the second month is somewhat, but less so - since Simplifi updates the next (not the upcoming) instance of the series with the balance of the card after the upcoming payment - based on the existing transactions. I'm not sure if it also looks at upcoming recurring transactions on the CC itself since I don't have very many of those.
But if I wanted to look, say, six months ahead, the general trend will be upwards and inaccurate - since I've got recurring items for all income but the credit card transactions will all show $1 - this is the amount of my recurring series so that I know it wasn't updated yet from the actual bank info.
Since I have multiple CCs and spending can vary between them, it doesn't really make sense to take an average for each one and set it as the series amount. (Though I have been considering rethinking that.)
I have played around with a once-per-month recurring reminder for the average total CC spending across my cards, and dismissing the upcoming instance when it gets within the next 2 months or so, but it doesn't feel very accurate.
So for now, I just look at the next 1-2 months of projected cash flow and call it a day.
EL1234