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Re: [ONGOING] 6/18/25: TIAA returning FDP-102 and FDP-106 errors
ONGOING 7/2/25
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: How to include cash balance in a manual investment account
Thanks Steve… I'm going to try out different work-arounds to see what works best as a kludge. Most likely I'll set up a manual 'broker' cash/checking/savings account and use that to record all my cash transfers, and that way the cash will be reflected in the balances. Then I'll use the actual manual broker account to only record investment transactions. It won't truely reflect the account balance, but maybe by netting out the two it might equal the true balance. Don't know… just have to try.
Also, I up-voted this idea:
https://community.simplifimoney.com/discussion/8830/allow-investment-transactions-to-impact-manual-investment-account-balances-portfolio-value-edited
Norm6257
Re: Past issue with recurring transactions and projected balance still happening? (edited)
Hi Natalie,
I am happy to report that the ssue that I was having with Simplifi previously is no longer an issue. I am glad that I restarted my Simplifi subscription because it is so much better than desktop Quicken. I am loving the convenience of not being tied to a desktop. (even though I occasionally did use Quicken for the web and the Quicken mobile app but those are not standalone applications). Anyhow, I am so glad that I came back because this is great!!😁
jaarso
Re: Mobile App: Ability to bulk edit transactions [edited] (1 Merged Vote)
Love Simplifi, but YES, YES, YES — please add "Bulk edit to the Mobile App." Simplifi is awesome but I spend most of my time interacting with my phone, and it would be great to be able to bulk edit and cleanup transactions on the go (while traveling, in the subway, waiting in line, sitting in an uber, etc.) and not have to wait to "sit down at a workstation" to use a proper computer or tablet to be able to do it.
PS. I just went back and reviewed comments on this thread and just want to add (something I was going to say initially) that more and more some people are almost exclusively using their phones rarely using a computer making it that much more important to build out some features for the mobile apps.
Decision not to develop specific app for the iPad, for example, is probably a reasonable compromise to save development resources (although I would love one) since the screen is big enough that users can use the webapp. But on phones, the webapp is not a reasonable option because of their size so I thinkit is important to support key features in the mobile apps for users to be able to take advantage of them. — Bulk edit is a great example! Key basic functionality feature that is very useful. And Makes sense to edit groups of transactions "when one is out-and-about or on-the-go."
Thanks, again Simplifi Team!
Re: Banco Popular Puerto Rico FDP-103 error (edited)
Hi Natalie.. could this be due to 2FA? Banco Popular website require add'l authentication code, FDP-103 error could possibly be due to how it is handled in the Simplifi API or authentication layer?
Chase Bank: Child account no longer syncing
I have a "Chase First Banking" checking account attached to my regular Chase checking account that has been syncing fine for at least a year. In the last two weeks, it no longer syncs and when I try to reset the connection, I go through the Chase login and don't see it available as an account to sync anymore. Is there a setting on the Chase side I need to cahnge?
zmaniacz
Re: Banco Popular Puerto Rico FDP-103 error (edited)
Hi Coach, I am just getting both the FDP-103 and request-body-field-unsupported error. It is a checking account
that was working without any issues until five days ago.
Banco Popular Puerto Rico EWC
The bank URL is
My password is a combination of capital letters, Special characters, and numbers.
Example: Puert@ric@1234
The only change last Friday was that the bank portal asked me to change the password. I have no problem logging into the bank portal with the new password.
cvh1921
Re: Income & Expense Report: Share your feedback here!
@Coach Natalie Well, I cleared my cache but it still happens in Chrome. And I can now reproduce it at will. Even the last 6 months time frame will work. Bring it up, go to filter on specific accounts, click "apply" and before the chart has a chance to refresh, mouse hover over the closest month you can reach. Wait, strike that. Even it you leave your mouse alone after you hit "apply" it does it. It will display that mouse hover permanently after the screen refreshes. I haven't tried any other browsers yet, but hope to have a chance later. BTW - I use Simplifi in dark mode. (who doesn't?) Maybe that's the trick? So I switched to light mode. (ugh) It still does it. Rest assured dark mode is back on again…
PS - I even tried it at different zoom levels (ctl +-) and it still does it.
Re: Income & Expense Report: Share your feedback here!
I agree with @Willowbean. It's an ok update for that report, but I don't really use that report very much if at all. The truely game changing update would be for the for the Spending report to compare a previous period with the current period in a graph format like Mint. That report alone would justify the increase in the Simplifi cost for me. I use that report way more often than the Income and Expense report.
Odin700