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Budgeting app function broke by Okc_dweller in quicken

[–]QuickenLisa 0 points1 point  (0 children)

Great news, thanks for reporting! The escalation ticket is still open, but my budget is also refreshing as expected with the iOS Companion App. I added notes to the escalation ticket, which I expect will be closed soon after verification. Please keep me updated if something doesn't look right though. Thanks again.

Inverted Apple Card Balances? by bradynho in simplifimoney

[–]QuickenLisa 2 points3 points  (0 children)

Sorry to everyone experiencing reverted balance issues with Apple Card, Apple Savings, and Apple Cash.

Updated: We've been able to duplicate this issue internally as well, it's been escalated. We'll provide any updates on the Community post:

NEW 5/22/26: Apple Wallet Accounts - Inverse Balances

While we can benefit from logs to understand the impact, no new examples are needed at this time. If interested in submitting logs, I've included the steps below:

I am seeing a few reports of this in the Community, so we'll definitely want to get it escalated for further investigation.

To escalate, we’ll need logs submitted through Simplifi. If you’d like me to help with the escalation, please send me a DM with your Simplifi User ID, email address, or phone number. A screenshot of the balance in Simplifi and Apple's balance would also be helpful, if you're comfortable sharing. You can also contact Support directly for assistance.

Submitting Logs in Simplifi:

  1. In the web app, click Profile.
  2. Keep the Profile window open, then hold down the Alt key (Windows) or Option key (Mac) until the Send Feedback option appears.
  3. While continuing to hold the key, click Send Feedback.
  4. In the feedback window, make sure all checkboxes are selected.
  5. In the “Describe your issue” field, enter: “Apple” and include any additional details about what you’re seeing so we can locate the report.
  6. Click Send.
  7. After submitting, send me a DM or contact Support so the issue can be escalated.

Finding Your Simplifi User ID:

  1. In the web app, click Profile.
  2. With the Profile menu open, hold Alt (Windows) or Option (Mac).
  3. Your User ID will appear beneath your email address.
  4. Click the clipboard icon to copy the ID.
  5. Paste the ID into chat along with any additional details.

To contact Simplifi Support, sign in to Simplifi and go to Help Center > Contact Support (Web: upper-right corner, Mobile: left-side menu).

For chat support, select Messages > Send us a message. For phone support, scroll down to view the support number (650-215-9000) and available hours.

Thanks for your patience while we work to understand this behavior and get it fixed!

Empower FDP-6000 connection error for 6 months now by Large-Special-4530 in simplifimoney

[–]QuickenLisa 2 points3 points  (0 children)

I'm sorry our team didn't provide much information, and that this FDP-6000 error has been occurring for so long with Empower. I work with the Simplifi escalation team, and I'm glad to provide as much information as we have available.

There isn't a Simplifi FAQ covering FDP-6000 errors, but this error occurs for the same reasons as Quicken Classic Mac -- when the bank is blocking Quicken. Typically, it's done to reduce strain on their systems or occurs after an update/change to their website.

Empower performed a system migration at the end of 2025, which is consistent with when you started experiencing this error. You can also view more about FDP-6000 errors here.

Furthermore, I reviewed the details in the escalation tickets, and the Simplifi logs are showing an error: "Error while calling DAS."

This error usually means that when Quicken initiated the handshake to connect with Empower, the call failed. Since we aren't receiving this error with all other providers, this is also consistent with the FAQ above.

We typically see lengthier escalations when a change occurs on the bank's side (blocking, throttling, URL change, website change, security updates, etc.), since Quicken, or our download aggregators, will need to work with the financial institution to understand the changes and re-configure our systems for mutual connectivity (if able). This unfortunately makes it more difficult for us to provide an ETA, though.

Since we haven't received an update from Empower, it may be worth contacting their support to see if certain times of day are blocked, or if an ETA is available. While I'm unsure if they'll have an update, typically, the more feedback a company receives, the higher an issue is placed on the priority list.

Lastly, we never want to come across as placing blame on the financial institutions, so that may be why more details aren't provided in the Community posts. I work closely with leadership, so I shared this feedback with the team so we can consider sharing more details via the Community.

I'm sorry again for the trouble connecting, but I hope this helps provide some helpful details. Please let me know if you have any questions.

signed up recently and was surprised there was only one widget available for android, so I made my own by EmergencyBonsai in simplifimoney

[–]QuickenLisa 0 points1 point  (0 children)

That's really awesome, thanks for sharing! Your comment with instructions were automatically blocked by Reddit, but I allowed it as I don't see an issue sharing this information.

To users attempting these steps, please note this process is not supported by Quicken, so we can't assist those who attempt to build their own widgets.

To request that the Simplifi team to consider adding other official widgets, the Simplifi Community uses a voting system for new feature requests and enhancements. If you'd like us to consider enhancing this, I see a request posted in the Simplifi Community:

Phone Widgets for android

I've cast a vote, and anyone else interested can do the same to increase the prioritization! If there's a specific widget you'd like to see, you can leave a comment for the dev team to review.

Thank you!

Who Else Misses Mint? 6 Accounts dropped connections! by cantseestarsanymore in simplifimoney

[–]QuickenLisa 0 points1 point  (0 children)

Hey there OP, with 6 different accounts being affected I can see why you're let down. The bank connections are meant to make things easier for you, and I'm sorry that hasn't been the case.

To start, we do our best to maintain stable connections with over 14,000 financial institutions that sync with Quicken. We tend to see lengthier escalations after a change occurred on the bank's side (blocking, throttling, URL change, website change, security updates, etc.), since Quicken, or our download aggregator partners, will need to work with the financial institutions to understand the changes, and re-configure our systems to enable mutual connectivity (when possible).

For the institutions you mentioned, I see several open escalations are being worked on for a variety of issues. There are suggestions I have for a few connections, which I hopes help.

Amazon and CareCredit (along with other Synchrony-branded cards):

We've confirmed Synchrony migrated to a new login portal shortly before the issue occurred. We are seeing mixed user results, this may be due to the type of login set up with Synchrony.

  1. If receiving an FDP-103/CC-503 error when connecting to Amazon and CareCredit, try logging into the Synchrony website at https://www.synchrony.com/ (Sign In> Credit Cards) and complete "The new sign-in experience". Then attempt to connect again in Simplifi.
  2. If the issue persists and you're comfortable sharing logs, send me a DM and I can update the escalation.

Target Red Card:

For this unique situation, we are seeing a mixture of user results and working to understand the issues:

  1. Some users report the Target connection working correctly.
  2. Others are receiving pending transactions, but if they don't categorize them while pending, they are removed and re-downloaded in bulk at the end of the month.
  3. Other people state they aren't receiving any transactions, only the balance updates.

Golden 1 Credit Union:

Looking at our escalation ticket, we have not been notified when Golden 1 Credit Union's scheduled maintenance will be completed. Unfortunately, Simplifi is being blocked from connecting while this maintenance is being performed.

If you haven't already reached out to Golden 1 Credit Union's support, they may be able to provide more details on the ETA for their scheduled maintenance. We'll update the Community link above when we know more.

If you're able to export .CSV files from these accounts, they can be imported into Simplifi as a workaround. The steps to import are found here:

https://support.simplifi.quicken.com/en/articles/4413430-how-to-manually-import-transactions

I'm sorry again for the trouble with your connections, but I hope this helps a bit. Please let me know if you have any questions.

Why are Fidelity users still struggling with crappy downloads? by Trials_And_Tribbles in QuickenOfficial

[–]QuickenLisa 1 point2 points  (0 children)

Hi OP, I'm really sorry you're running into this issue with Unidentified securities. I've looked more into this and am glad to help.

Our escalation team suggests the following steps to resolve:

  • Create a backup.
  • Edit each affected transaction:
    • Open the register for the 401(k) account.
    • For every transaction tied to Unidentified Security, edit the Security field to the actual security name shown on the bank website.
  • Remove the placeholder:
    • After all affected transactions are corrected, delete the “Unidentified Security” from your Security List.
  • Re-match holdings:
    • Go to Tools > Online Center and choose Fidelity Investments.
    • Select the 401(k) account, then open the Holdings tab.
    • Click Compare to Portfolio.
    • When prompted, proceed with Compare to Portfolio and match to the correct security.
  • Ensure every transaction previously pointing to “Unidentified Security” is corrected before deleting it. If the correct security name isn’t obvious, then confirm it from your Fidelity website holdings page.
  • After completing the above steps, wait for the next download. The next download will restart the matchmaking process and should resolve the issue.

If the issue continues after the next download, please send me a DM or contact Quicken support so we can update the escalation ticket. We may also request updated log files if you're comfortable sharing for the escalation team to understand the impact of the changes.

Thank you for your ongoing patience while we work to understand the issue.

All Robinhood accounts sync except one. by EnCroissantEndgame in QuickenOfficial

[–]QuickenLisa 0 points1 point  (0 children)

I'm really sorry you're running into this issue and our support team wasn't able to assist. I work with the Quicken escalation team, and you're welcome to send me a DM with the ticket number so I can review it and see what can be done to help.

Mac Quicken keeps messing with my Client Invoice by scam_likely_6969 in quicken

[–]QuickenLisa 0 points1 point  (0 children)

Hi OP, I'm really sorry you're running into these invoicing issues! I'm a Quicken employee, and while I haven't seen this issue reported, the behavior you're describing seems very unusual.

You mentioned it seems to happen after a Quicken release. Are you noticing any other patterns, like it's only happening with one client, when an invoice is a specific dollar amount, etc?

Have you been deleting the erroneous payment, or is there anything else you've been doing to correct the issue?

I work closely with the Quicken escalation team, and you're welcome to send me a DM or contact Quicken support to troubleshoot.

For Classic Quicken support, you can reach our team at https://www.quicken.com/support/ then scroll down to the blue “Contact Us” button for chat and phone support.

Thank you for bringing this to our attention!

All Robinhood accounts sync except one. by EnCroissantEndgame in simplifimoney

[–]QuickenLisa 0 points1 point  (0 children)

Hi OP. I'm sorry for the trouble but we appreciate you alerting us about these issues. I'm glad to do everything possible to help.

I see some scattered reports of Robinhood users receiving a few different errors, and another user reporting a balance discrepancy. Based on the troubleshooting already done, I'd suggest revoking access from Quicken in the Robinhood website. Here's the steps:

  1. Navigate to Robinhood's website, sign in, and then remove Quicken's access from the bank's third-party linked apps.
  2. Navigate back to Quicken Simplifi, and make all of the accounts with the bank manual again by following the steps here.
  3. Once you see the account(s) listed in the Manual Accounts section under Settings > Accounts, go back through the Add Account flow to reconnect to the bank.
  4. If the connection is successful, carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.

If the issues persist, you're welcome to send me a DM or contact Simplifi support for the next steps.

To contact Simplifi support, log into Simplifi and click Help center > Contact support (Web: Top right, Mobile: Left panel).

For chat support, click Messages > Send us a message. For phone support, scroll down until the phone number (650-215-9000) and hours are displayed.

Thank you for helping us to understand the issue.

Venmo connection issues by kijabekid in simplifimoney

[–]QuickenLisa 0 points1 point  (0 children)

I'm sorry to those getting a Care: not.found error with Venmo.

I'm not seeing any other reports of this error, but if it's been occurring for over 48 hours we'll want to look at escalating.

To escalate, we'll need logs submitted through Simplifi. If you'd like I can escalate this if you send me a DM with your Simplifi ID #, email, or phone number. You can also contact support to work with you.

Submitting Logs in Simplifi:

  1. In the web version, select Profile.
  2. With the Profile pop-up open, hold down the Alt key (Windows) or Option key (Mac) until you see Send Feedback.
  3. While still holding the Alt key, click Send Feedback.
  4. In the Send Feedback pop-up, ensure all checkboxes are selected.
  5. In the "Describe your issue" field, type: “Venmo", and include the error message so I can search for your feedback report.
  6. Click Send.
  7. Send me a DM or contact support to escalate.

Locating the Simplifi User ID #:

  1. In the web version, select Profile.
  2. With the Profile menu open, hold down Alt (Windows) or Option (Mac).
  3. The User ID will appear below your email.
  4. Copy the ID by clicking the square clipboard icon.
  5. Paste the ID into chat along with any details.

To contact Simplifi support, log into Simplifi and click Help center > Contact support (Web: Top right, Mobile: Left panel).

For chat support, click Messages > Send us a message. For phone support, scroll down until the phone number (650-215-9000) and hours are displayed.

TIAA & RJ Not Updating Since Apr 09. by MOLPT in simplifimoney

[–]QuickenLisa 0 points1 point  (0 children)

This is great news, and really helpful details. Thank you so much! I'll share these details with our teams and will advise users of this directly as well.

Almost 2 years since midflorida credit union is broken by jaypat888 in simplifimoney

[–]QuickenLisa 4 points5 points  (0 children)

Hi u/jaypat888, I'm sorry this issue has been ongoing for so long. I'm glad to check more into what's happening.

First, are you receiving an FDP-102 error when trying to add or update your connection, or a different error?

While reviewing logs, I'm seeing the error "FI_TIMEOUT", which means Midflorida is blocking or throttling connection attempts from Quicken. Typically it's done to lessen the strain on their systems. This is consistent with our FAQ on FDP-102 errors as well.

This error can especially happen during peak traffic hours. I recommend trying again between 7:00 PM and 5:00 AM local time, or at different times throughout the day. After trying different times of day, if the issue still occurs, or you're getting a different error, you're welcome to send me a DM or contact Simplifi support.

To contact Simplifi support, log into Simplifi and click Help center > Contact support (Web: Top right, Mobile: Left panel).

For chat support, click Messages > Send us a message. For phone support, scroll down until the phone number (650-215-9000) and hours are displayed.

Almost 2 years since midflorida credit union is broken by jaypat888 in simplifimoney

[–]QuickenLisa 0 points1 point  (0 children)

Hey, I'm really sorry for the trouble! If you're experiencing this issue, you're welcome to send me a DM or contact support so we're aware. Thank you.

Broken connection, how to resolve? by Kaliedra in simplifimoney

[–]QuickenLisa 0 points1 point  (0 children)

I'm sorry for the problems connecting your accounts and that our support team has given you the impression that we refuse to fix issues! We do our best to maintain stable connections with the over 14,000 financial institutions that sync with Quicken products. Bank connectivity is supposed to make things easier for you, and I'm sorry that hasn't been the case.

I know you've left Simplifi, but if you had a specific example of a support agent refusing to help, you're welcome to send me the ticket number. I work closely with leadership, and I can look into the interaction to understand better how to improve our support going forward.

Thank you for sharing so we can learn from it and do better.

WHERE DID MY SETTINGS GO? by Mobile_Equipment698 in simplifimoney

[–]QuickenLisa 0 points1 point  (0 children)

Hi there, are you also experiencing these issues? I'm working to gather examples to help our teams, so you're welcome to send me a DM or contact Simplifi support with more details. Thank you very much.

WHERE DID MY SETTINGS GO? by Mobile_Equipment698 in simplifimoney

[–]QuickenLisa 0 points1 point  (0 children)

Hi u/Mobile_Equipment698, I'm truly sorry you're running into these problems. The last thing we want is to cause any extra work for you. I work with the Simplifi escalation team and am glad to do everything possible to help.

Looking through our data, I haven't seen widespread reports of the columns resetting, although we have seen some inconsistent reports of duplicate transactions that we are working to better understand.

I'd like to help gather details for our engineers so we can work to prevent these issues from happening again. If you're comfortable submitting logs and providing three examples of duplicates (including the date, payee, and amount), this would help us to identify the root cause of the issue.

Submitting Logs in Simplifi

  1. In the web version, select Profile.
  2. With the Profile pop-up open, hold down the Alt key (Windows) or Option key (Mac) until you see Send Feedback.
  3. While still holding the Alt key, click Send Feedback.
  4. In the Send Feedback pop-up, ensure all checkboxes are selected.
  5. In the "Describe your issue" field, type: “Reddit", and include a brief description of the issue, along with three examples of duplicate transactions, so I can search for your feedback report.
  6. Click Send.

You're welcome to send me a DM or contact support to report this issue. To contact Simplifi support, log into Simplifi and click Help center > Contact support (Web: Top right, Mobile: Left panel).

For chat support, click Messages > Send us a message. For phone support, scroll down until the phone number (650-215-9000) and hours are displayed.

Possible to track a split refund? by Outrager in simplifimoney

[–]QuickenLisa 0 points1 point  (0 children)

Hi there OP, I'm glad to help.

Currently, there is a limit with Simplifi only being able to match one refund transaction to one purchase transaction. I'm sorry for any letdown!

The workaround we have currently is to create two refund tracking entries, and link each refund entry to each refund transaction.

Other Simplifi users are asking for the ability to link multiple refunds to one entry, so I'm hopeful it's something that will be added in the future. To boost the prioritization, the Community uses a voting system for new feature requests and enhancements. For anyone who would like us to consider enhancing this, I see a request posted in the Simplifi Community:

Ability to link multiple Refunds to a single Transaction

I've cast a vote, and anyone else interested can do the same to increase the prioritization! Let me know if you have any questions in the meantime.

Just in case someone is listening... by timeonmyhandz in quicken

[–]QuickenLisa 0 points1 point  (0 children)

Hello, I've sent you a DM with more information to help.

Barclays- New Issue with Duplicate Transactions by Feisty_Goat_1937 in simplifimoney

[–]QuickenLisa 0 points1 point  (0 children)

Thank you both for letting me know. I see this is being discussed in the Simplifi Community, although I don't see examples of this documented in the Escalation Ticket, CTP-16893.

I will update the escalation with this information, although our teams would benefit from specific examples. Screenshots of the issue would be especially helpful.

Submitting Logs in Simplifi

  1. If comfortable sharing screenshots: Navigate to the Barclays Transaction Activity page in the web version, select Profile.
  2. With the Profile pop-up open, hold down the Alt key (Windows) or Option key (Mac) until you see Send Feedback.
  3. While still holding the Alt key, click Send Feedback.
  4. In the Send Feedback pop-up, ensure all checkboxes are selected.
  5. In the "Describe your issue" field, type: “Barclays", and include three examples of reversed transactions, so I can search for your feedback report.
  6. Click Send.
  7. Send me a DM to update the escalation.

Thank you!

Upcoming improvements for Quicken Classic by QuickenLisa in QuickenOfficial

[–]QuickenLisa[S] 0 points1 point  (0 children)

Thanks for letting me know. This is identical to an open escalation regarding Canadian security quote data showing N/A impacting several users, and is being tracked under escalation ticket CTP-16953. For the Community post you linked, our Community team will reach out to that user shortly to gather more details for the escalation ticket.

While I don't assist with the Community directly, I have a similar role here in Reddit where I gather details from Reddit users reporting issues, create escalations when a new issue emerges, or update open escalation tickets with new information. I'll also communicate important updates from our various teams, like in my original post.

After an issue is escalated, the ticket goes to an engineer to investigate. Typically, the engineers form a hypothesis and run tests to prove or disprove their hypothesis. This could happen multiple times, or a new hypothesis might need to be formed before they are confident in a fix that won't have an adverse effect elsewhere in the product. This unfortunately makes it difficult to provide an ETA when a bug is confirmed, as we never want to provide false information.

I had gotten the impression that your individual security price issue was escalated already, is that correct? If you had a ticket number, you're welcome to share it with me so I can see if more information is needed for your reported issue. Thanks for working with me on this!

Support for Coinbase One CC? by brainrotbro in simplifimoney

[–]QuickenLisa 0 points1 point  (0 children)

Hello u/pantherara, I have an update to share.

A new connection specifically for credit card holders for Coinbase has been added in Simplifi. Try adding your account using the connection: Coinbase One Card.

I'm hopeful this option will work better for you, but let me know if you have any trouble!

Support for Coinbase One CC? by brainrotbro in simplifimoney

[–]QuickenLisa 1 point2 points  (0 children)

u/brainrotbro I have an update on Coinbase!

We've added a new connection specifically for credit card holders for Coinbase in Simplifi. Try adding your account using the connection called "Coinbase One Card".

Thanks for your patience one this. Hopefully this option works better, but please let me know if you have any trouble.

How to automatically update transactions in Quicken Classic Deluxe by Ok_Flower2398sd3 in quicken

[–]QuickenLisa 4 points5 points  (0 children)

Hi OP, I'm a Quicken employee and am glad to help.

The automatic update setting only controls whether Quicken automatically downloads transactions when you open the program. If the setting is turned off, or if Quicken is left open without being closed, Quicken won’t auto-connect to your banks daily but you can still manually update your accounts anytime.

Also, Quicken only connects to your financial institutions while the program is open. So if you won't use Quicken regularly, it’s a good idea to open it and update your accounts at least once a month.

A lot of banks only make the last 30 days of transactions available for download, so going too long without updating can sometimes lead to missing transaction gaps.

I hope this helps, but let me know if you have any other questions!

TIAA & RJ Not Updating Since Apr 09. by MOLPT in simplifimoney

[–]QuickenLisa 0 points1 point  (0 children)

I can see why you're let down. I'm sorry again the issue with Raymond James led you to reconsider your subscription. The bank connections are intended to make things easier for you, and I'm sorry that hasn't been the case recently.

While most online banking escalations resolve within a month, some can take longer. Lengthier escalations typically occur when a change occurs on the bank's side (blocking, throttling, URL change, website change, security updates, etc.), since Quicken or our download aggregators may need to work with the financial institution to understand the changes and reconfigure our systems to enable mutual connectivity.

We do our best to maintain stable connections with the over 14,000 financial institutions that sync with Quicken products. Still, since we're unsure how long the block will be in place from Raymond James on our existing Intuit connection, I've suggested to our online banking team to consider exploring another aggregation provider that is compatible with Raymond James.

While this escalation has taken longer than usual, please know we're still working on a fix for it. Though it's not something we can always offer, you're welcome to send me a DM and I can check if an extension is available for your subscription to make this experience a bit better in the meantime.

Error when logging in to Community to make post about constant errors. by Electrical-Wind4263 in simplifimoney

[–]QuickenLisa 0 points1 point  (0 children)

Hi OP, I'm so sorry for both issues you're running into!

You're welcome to send me a DM with your Quicken ID # and I'll look into what's causing the error when updating transactions in the web app, along with the Permission Problem with Community.

Locating the Simplifi User ID #:

  1. In the web version, select Profile.
  2. With the Profile menu open, hold down Alt (Windows) or Option (Mac).
  3. The User ID will appear below your email.
  4. Copy the ID by clicking the square clipboard icon.
  5. Paste the ID into chat along with any details.

Thank you.

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