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I've seen this phenomenon and reported it before, but it was always around 4am in the morning (Central Time), but today it has persisted even up to now 7:54am. I've added several transactions and each one has defaulted to yesterday's date, 6/22/26. When I hit the calendar to update to the 23rd, it shows that today is the…
I'm having difficulty understanding how the Net Worth trend line is calculated for transfers between bank accounts. Often when a transfer is made, the sending bank's transaction shows up first (and is picked up by Simplifi) and then, typically a day later, the receiving bank's transaction is posted (and Simplifi, of…
I need help and I have been getting this error in various forms for about the past two accounts on my Retirement account. This is not the first time this account has had issues.
I have two 529k accounts set up on this Georgia plan for my grandchildren. I added these to my Simplifi account several years ago and until recently have had no problem connecting and downloading data from them. Starting last week I started getting 102 errors. I tried resetting the connection and when that did not work I…
Hello, Please add Onity Mortgage (formerly PHH Mortgage) as a supported institution in Simplifi. Here's their login URL: https://account.onitymortgage.com/onity/#/login
I'm wondering why my FNBO Direct account won't update? I'm getting care code FDP-193. I tried to delete/remove the account and re-add it and still kept receiving this code. Any suggestions?
Concerning the Randolph-Brooks FCU returns an FDP-106 error. Although the issue seems to be resolved as a whole (connections are working), there is a persistent requirement to enter MFA each time (Google authenticator).
LendingClub rebranded to Happen Bank today. It's broken my connections to them. Is anyone able to connect to Happen Bank?
We are currently seeing an issue with Voya Financial returning a "You have already added all your accounts at this bank" message in Quicken Simplifi. This may start as a "No eligible accounts found" message for existing accounts; however, disconnecting and reconnecting results in the "You have already added all your…
We are currently seeing an issue with Fidelity Inv & Retirement, where users are receiving a 324 error and being asked to reconnect their Fidelity accounts daily 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…
Hello, I am hoping the community can help me with a perplexing problem. I wrote the following with the help of AI so it could be as clear as possible. I apologize it is a bit robotic. Subject: Payment into Asset account moves balance the wrong way — need a fix I use Quicken Simplifi on Mac. I have an account called…
This discussion has been merged.
I noticed there is a lack of student loan servicers that I can link to my account to track my account balances. Neither of my two loan servicers, Nelnet or CRI, are available.
Earlier this year, I created an account for my mortgage andI added an opening balance transaction dated Jan 1 2026. I also started recording the mortgage payment with splits for the capital amount and the interest. The Transactions list for the mortgage account shows all the transactions since then, including the opening…
We are currently seeing an issue with Happen Bank returning an FDP-155 error in Quicken Simplifi after rebranding from LendingClub. 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…
We are aware of an issue in Quicken Simplifi where Fidelity investment accounts are displaying an incorrect cost basis. 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…
Hello Community! We’re exploring a new aggregated summary for credit card details in Quicken Simplifi. This would allow you to view all your credit cards in one place, helping you more easily understand balances and decide when and what to pay off. We’d love your feedback! If this is something you’re passionate about or…
We’re excited to introduce an updated Transaction List toolbar on the Quicken Simplifi Web App! This enhancement delivers a cleaner, more streamlined experience and makes some of the most commonly used tools easier to access. This feature is currently available to 20% of Early Access users on the Quicken Simplifi Web App.…
We are currently seeing an issue with Capital One returning an FDP-105 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…
Hello everyone! Here are the issues and features we were able to tackle with the 6.24.0 Mobile Release, released June 17th: FIXED: Deep linking from the 'uncategorized transactions' notification to the Spending report is broken. FIXED: Deep linking from the 'transaction needs your attention' notification to the Reports…
We are currently seeing an issue with Robinhood returning an FDP-105 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…
Imagine you could go back in time and give your younger self one piece of financial advice. What would it be? Whether it was something you learned the easy way or the hard way, your experience could help someone else on their financial journey. Share your advice below! 👇
If you want to post a to the community, just click the “New Post” button on the Homepage or on top of each thread page. Here, you may see a few options in the dropdown: Ask a Question: if you just have a question about how to do something in Simplifi, select this option. You'll be notified via email if someone has answered…
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[ONGOING] 4/14/26: Raymond James & Associates returning FDP-155 and FDP-102 errors
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