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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.

Screenshot 2025-06-23 230225.png

[corrected error code]

Dick_Davis

1

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!

LJM16

2

Re: Ability to remove tags during bulk edit

I thought I had already upvoted it, but I did so today.

SRC54

1

Re: Mortgage Payments (Principal, Interest, & Escrow) Recommendations Setup

@SRC54

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

1

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.

jl0210

1

Good first 45 Days and Leading to Goal of Complete Migration from Quicken Classic Premier

After working with Quicken Simplifi for the past 45 days (starting in June), I have sufficient data to start to further understand and see the future of the app. After getting my accounts in and categories set, I feel confident about the end state of getting away from Quicken Classic. During the first 30 days, there is a learning and understanding curve that is normal and must overcome. Until I can get the “fully confident feeling” I will be running the Simplifi app and Quicken Classic in parallel.

For the past month, I have been able to reconcile the accounts in a more efficient and effective manner. In doing the reconciliation, I felt more at ease, experienced less frustration with the process, and now want to see if the month matches with Quicken Classic. There are still areas of the Simplifi app that I must understand and best use, but that will come with working with the app more.

As of now, there is the challenge of keeping the two coordinated, but as I learn more, understand more, this will become easier. Also, to help with the learning curve and personal processes, I am keeping my note of how to do in OneNote for reference.

One of the most appreciated aspects of the app has been the help and support that is provided even when the questions are too simple. I have received great help and guidance from many in the Community. To every person that has taken the time to provide information, I say thank you.

Dick_Davis

2

Re: Ability to Download/Export Net Worth and Investment Balance Data (edited)

Adding the ability to export the Accounts summary on the Reports: Net Worth Tab and the Investments summary would be incredible. I like to track in my own spreadsheet as well.

evan232

1

Re: Ability to Download/Export Net Worth and Investment Balance Data (edited)

Adding support for this and similar reporting features is key for me. I don't need to custom-configure and export a CSV file of transactions (at least, not frequently) but I do need to export data like the Net Worth Report to PDF to bring to my discussions with my financial advisor and to have a hard copy to review. The lack of this feature is a major blocker for me to renew my subscription. Even the ability to print the entire page as a PDF using the browser's Print capability would be OK in the short term, but I'm not even able to do that.

cweiland

1

Track rewards/bonus/limit details of credit cards

I would love to be able to track the various rewards features of each of my credit cards right in the Simplifi app. Including rewards, credit limits, track spending towards bonuses, etc. Simplifi could also monitor transactions and suggest best credit cards to use for various types of transaction. Purchases of gas for example, if Simplifi sees that more rewards can be obtained while using a different card, Simplifi could make that suggestion to me.

Duncan

2