Best Of
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
Re: Income & Expense Report: Share your feedback here!
@Coach Natalie , thank you very much!
JeffCB
CFCU Community Credit Union - FDP-103 (edited)
Dear Quicken Simplifi! I bank with CFCU Community Credit Union. They recently upgraded their website and now the link is different than the one you guys already have. You have mycfcu.com! But now it's digital.mycfcu.com! Makes a huge difference. I am going to have to cancel my Quicken Simplifi soon if this is not resolved soon!
Re: Target Circle Card won't download new transactions
It seems like there's more than one issue at hand since Simplifi "resolved" the previous connection issues. Target must've implemented additional authentication, which now requires you to authenticate daily. Simplify says there's nothing we can do about that so I've just updated my refresh to weekly.
We've stopped using our Target card because of the various issues this product has with that connection. @ericmn - if you find that Monarch Money doesn't have the same issues, that would be a clear indicator that this is on Simplifi's end and would be really good to know, even though they seem determined to offer workarounds rather than addressing the root issue(s).
dunnnw
Re: [ONGOING] 6/6/25: HealthEquity - Missing Investment Accounts
ONGOING 6/20/25
This Alert is still listed as ongoing and there is currently no ETA on a resolution, though we are continuing to investigate the issue. We will be sure to post back when an update or resolution becomes available, so please bookmark this Alert to receive those notices when they occur.
We appreciate everyone's patience!
Re: Add a reconcile feature [edited] (1 Merged Vote)
Reposting the link to this article. I missed it, but it does a good job explaining Simplifi's non-traditional approach to reconciliation. Which works really well.
Flopbot
Re: Add a reconcile feature [edited] (1 Merged Vote)
Reposting this for anyone who missed it…
I found a workable work-around that works for me. Maybe it would work for you?
Each month, when I receive my statement, I simply use the green “Reviewed” column (on desktop) to do a reconciliation of sorts. I check off each transaction on my statement with pen and then mark it as reviewed in Simplifi. Once an entire month has been turned green, I minimize it by hiding all the individual transactions.
This process HAS found errors which - in my mind - is one of the main reasons for doing a reconciliation.
I’ve done it for long enough now that I know it works and, honestly, it doesn’t feel like a workaround although technically you could say it is. To me it’s just Simplifies ‘untraditional’ method of account reconciliation. I voted for this post, but at this point, it would just be to have Simplifi improve on what they already have.
Flopbot