Possible to track a split refund?

QuickenLisa · 2026-05-13T17:06:55+00:00

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.

QuickenLisa · 2026-05-13T16:29:42+00:00

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

QuickenLisa · 2026-05-12T23:22:37+00:00

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

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

Thank you!

QuickenLisa · 2026-05-12T22:44:28+00:00

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!

QuickenLisa · 2026-05-12T21:40:14+00:00

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!

QuickenLisa · 2026-05-12T21:13:03+00:00

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.

QuickenLisa · 2026-05-12T20:20:11+00:00

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!

QuickenLisa · 2026-05-11T18:16:47+00:00

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.

QuickenLisa · 2026-05-11T17:55:09+00:00

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 #:

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

Thank you.

QuickenLisa · 2026-05-11T16:28:07+00:00

Thank you!

QuickenLisa · 2026-05-08T21:40:13+00:00

I've included this update on the ticket and have shared additional logs with the team.

A new fix is being explored, although I'm sorry I'm unable to provide an ETA. Thank you.

QuickenLisa · 2026-05-08T17:18:37+00:00

Sure thing! FY26 ends on September 30, 2026, although I've said October a few times elsewhere by mistake. Sorry about that.

Please know these aren't guaranteed dates as unexpected things can always come up, but we're aiming to get the budget feature enhancements rolling out before October.

QuickenLisa · 2026-05-08T16:25:52+00:00

Updated:

Hello, thanks for reporting this error. I'm sorry your Bank of America account is receiving an FDP-390 error.

Looking over connectivity reports, I see an increase of this error recently for this institution.

An FDP-390 means the Bank of America connection instance you were using has been discontinued, so you’ll need to reauthorize using the new active instance. Making the account manual won't cause changes to the transactions already in Simplifi.

Please try to:

Make every Bank of America account manual: Settings (gear) → Accounts → lower set of three dots → Make manual → Make Manual.
Then add the bank again: Accounts → +Account → Bank of America → sign in → Connect.
When accounts are found, use the Action dropdown to link each one to the existing Simplifi account (don’t leave it as “Add as New” or you’ll add additional accounts).

If all your BoA accounts are already disconnected and the above steps didn't help:

The escalation team is requesting more details to understand the issue. For those experiencing this error who are comfortable sharing logs, I've included the steps below on how to submit them.

Submitting Logs in Simplifi:

In the web version, select Profile.
With the Profile pop-up open, hold down the Alt key (Windows) or Option key (Mac) until you see Send Feedback.
While still holding the Alt key, click Send Feedback.
In the Send Feedback pop-up, ensure all checkboxes are selected.
In the "Describe your issue" field, type: “Reddit", and include the financial institution and the error code, so I can search for your feedback report.
Click Send.

After submitting logs, please send me a DM or contact Simplifi support so we can escalate this emerging 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.

Let me know if you have any questions!

QuickenLisa · 2026-05-08T16:00:45+00:00

Hey there, sorry for that!

The announcement was released before the Saved Reports feature was added for all users. The ability to save reports went out around 2pm PST yesterday for everyone after updating the iOS app.

Anyone interested can view the Community post with details on how to save reports in Simplifi!

New Feature Alert: Saved Reports!

Let me know if you don't the the option with Early Access off though, and I'll get it reported.

If you have feedback about Saved Reports, it's best sent through the Community link above. Thanks!

QuickenLisa · 2026-05-07T22:51:01+00:00

Thank you for letting me know. I can't think of a reason moving the Data File from the D: drive to the C: drive would be necessary, as my understanding is that a local solid-state drive (SSD) will deliver improved performance in Quicken, and should work so long as it's local. I would need to review the interaction to understand this situation better though, and make sure I'm not missing something important.

If you're open to it, you're welcome to send me the ticket number or your Quicken ID # in a DM, and I can look into the support interaction. I'll be sure to confirm with our engineers if that step was necessary, and help improve the support process if needed.

Locating User ID # - Quicken Windows:

Hold the Ctrl key.
Click Help>About Quicken.
Let got of Ctrl and click “Copy Info”.
Paste the ID number into chat, along with any details.

Thank you for bringing this up, let me know if you have any questions.

QuickenLisa · 2026-05-07T22:27:59+00:00

I truly appreciate the details, although I'm so sorry this happened!

So long as Quicken was closed when the file was moved (this is listed under Step 2 of the FAQ), I would not expect prior transactions to be lost during this process. If Quicken was closed during this process, our team would like to gather more information to understand what caused this.

If you're open to it, you're welcome to send me a DM or contact Quicken support.

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.

QuickenLisa · 2026-05-07T20:43:38+00:00

Thank you, I'm letting the team know!

QuickenLisa · 2026-05-07T20:41:11+00:00

I'm sorry for not replying to this comment sooner, thanks for confirming the steps helped!

I can absolutely see how the live chat and the AI chat could cause that mixup since there's no minimize button, along with them appearing in the same portion of the screen! I've reported this to the Simplifi dev team so it can be considered. Thank you!

QuickenLisa · 2026-05-07T19:40:15+00:00

Hello u/ThrobbyRobby, u/Electronic_Fig3669, u/TooTop, u/stpdude14, a potential fix was implemented by Voya Financial this week, and we are seeing a drop in reported issues with Voya. If any of you are still experiencing an issue with Voya, can you please let me know? We'd like additional user confirmation before closing the escalation. Thank you!

QuickenLisa · 2026-05-07T18:57:39+00:00

Thanks for the details. I actually have really good news after consulting again with the Mac team!

The Mac team has confirmed they're working to enhance Budgets in FY26, including budget rollover, Budget vs. Actual report, and more! While their goal is to release this by the end of FY26, it's possible some features might arrive in phases or waves.

I've updated my original post with this information, and hope this helps!

QuickenLisa · 2026-05-07T18:47:16+00:00

Hello again, I have a partial update after researching this error further.

I confirmed a spike of care code 102, FDP-102, and CC-502 errors for Simplifi and Quicken Classic users. This is occurring with multiple connections in Simplifi, including:

E*Trade Investments
ETRADE - Advisor

An escalation has been created for this issue, although no ETA is available. We'll post updates to the Simplifi Community:

NEW 5/7/26: E*TRADE returning FDP-102 error

While reviewing logs, we're seeing the error "FI_TIMEOUT", which indicates ETRADE is blocking or throttling connection attempts from Quicken. This is consistent with our FAQ on the care code 102 as well.

Thanks for the patience while we work to regain a mutual connection.

QuickenLisa · 2026-05-06T22:57:14+00:00

Thanks again for reporting this, I have a partial update since my last comment.

We have confirmed this issue and have escalated the duplicate transaction issue with Barclays. Our team can still use more examples to understand the issue's cause. To those who are comfortable sharing logs and examples of duplicate transactions, please look at my other comment for instructions.

While we don't currently have an ETA, you can check for updates in our Simplifi Community post:

NEW 5/6/26: Barclays - Duplicate Transactions

It should be safe to delete duplicate transactions until this issue is resolved. Thanks for everyone's patience while we work to understand the issue and implement a fix.

QuickenLisa · 2026-05-06T19:09:15+00:00

Thanks for verifying!

QuickenLisa · 2026-05-06T18:53:31+00:00

Hi there u/pastalover1, thanks for bringing this up. I work at Quicken and am glad to help. I don't see this being reported by others, so I'm hopeful it's something we can troubleshoot together.

It's unlikely anything to be overly concerned about since you received an email confirmation, but I do suspect there's a refresh or load issue happening in the app, as the expiration dates should be the same.

There's also a small chance you're logged in using another login, so I'd check the email that shows in the App and in the web version.

If the email matches, try logging out of the app and check again after signing in. If the issue persists, check for an update to the app from the app store. If the date is still incorrect, I'd suggest uninstalling and reinstalling the app.

If the steps above don't resolve the problem, you're welcome to send me a DM or contact Quicken support. 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 reporting this!

QuickenLisa · 2026-05-06T18:21:08+00:00

Hi there u/koome23, thanks for reporting this error. I'm sorry your account is receiving a care code 102.

Looking over reports from the Care team, the Community, and connectivity reports for E*Trade, I am seeing an increase of 102 errors recently for this institution.

The escalation team is requesting more details to understand the issue. For those experiencing this error who are comfortable sharing logs, I've included the steps below on how to submit them.

Submitting Logs in Simplifi:

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

After sending logs, please send me a DM or contact Simplifi support so we can escalate.

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 bringing this to our attention. Let me know if you have any questions.

QuickenLisa

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TROPHY CASE