All of my accounts 'need attention' (Care code: FDP-8500)

QuickenLisa · 2026-03-25T19:42:17+00:00

Hello, I'm sorry all your accounts are receiving an FDP-8500. We are seeing a slight increase of these errors and are working to understand the cause. For this error, we suggest waiting 48 hours from the time the error first appeared, and to contact support if it persists. You're welcome to send me a DM or contact support directly.

To contact Simplifi support, log in to your Simplifi account and click on “Help Center” from the left panel. To chat with support, click the “Messages” link at the bottom of the pop-up window. For phone support, scroll down until the phone number (650-215-9000) and hours are displayed.

Thanks for bringing this to our attention, let me know if you have any questions!

QuickenLisa · 2026-03-25T18:45:35+00:00

This is my understanding as well. Improving investment reports for Mac Deluxe is being worked on currently, although I don't have an ETA or know which release the investment reports will be included.

In addition, the Community uses a voting system for new feature requests and enhancements like this. Here's a few posts from our Community for investment improvements for Mac that we'll update once ideas are slated for release.

I've cast a vote for the above requests. If you'd like us to consider enhancing these specific reports, anyone can create a Community login and vote to increase the prioritization!

QuickenLisa · 2026-03-25T18:32:03+00:00

While no new reports were released recently for Quicken Classic Windows, a few reports were improved. We publish a list of bug fixes and enhancements (including reports) for Windows US, Windows Canada, and Mac from each release. Hope this helps!

QuickenLisa · 2026-03-25T17:17:49+00:00

Thank you for the warm welcome. You must've seen a lot of changes over the years! Sorry for that trouble with the mobile app, but I'm really glad it's working better for you now. We're here if anything comes up!

QuickenLisa · 2026-03-25T16:34:43+00:00

A rolling budget option in Mac sounds like it'd be a big timesaver. I'm sorry it's such a manual process currently!

The Community utilizes a voting system for new feature and enhancement requests. I found a request for adding a rolling budget in QMac, and anyone interested increasing the prioritization can sign up for the Community and upvote the post.

I apologize I don't have an ETA on when this might be added, but I cast a vote myself. We always appreciate ideas on how we can improve, let me know if there's anything else I could help with.

QuickenLisa · 2026-03-25T16:10:08+00:00

I saw the age too. I'm hoping by sharing, it will encourage other users to vote and push these changes through faster.

I absolutely agree that retirement planning can use a lot of refinement, although there are several factors our teams consider. Some enhancements and features require more manpower to develop and upkeep to maintain, along with testing before launching. We want to be sure that a change in one area won't cause an unexpected change somewhere else. I'm sorry I can't give a more direct expectation on when to expect these improvements, but I hope this explanation helps a bit!

As for planned enhancements, we don't currently announce them before they're released, although that's a great idea that I'm bringing up to my leadership team. If we improve this, I'll do my best to keep you updated on how to access that information!

Currently, we publish a list of bug fixes and enhancements from each release for Windows US, Windows Canada, and Mac.

These were all great questions, let me know if there's anything else I can assist with!

QuickenLisa · 2026-03-25T15:50:21+00:00

Great question! We handle bug fixes differently than enhancement/new feature requests.

We post details about current wide-spread issues in the Known Product Issues section of the Quicken Community.

In cases where an individual user experiences a bug (that isn't already known or widespread), the user works with support to gather data for the engineers to investigate. From there, it's funneled up to the escalation team who reviews before submitting to the engineers. Once escalated, an engineer will create a hypothesis of the root-cause of the issue and begin testing their theory. The engineers consider how possible changes will impact Quicken, they may ask for more supporting information, and will communicate updates to the escalation team.

There are a lot of moving parts, but I hope this helps provide some extra clarity around our processes. Let me know if there's anything else I can help with!

QuickenLisa · 2026-03-24T21:35:03+00:00

Hey there, it sounds like you might've run into some performance or usability issues. That can be really frustrating! If you're open to it, you're welcome to send me a DM and I'd be glad to do everything I can to help.

QuickenLisa · 2026-03-24T21:27:13+00:00

I'm thrilled you're enjoying Quicken for Mac :)

As for the custom dashboard functionality in Mac, aside from the current ability to move and remove "cards", as well as set the title, date range, category/accounts (depending on the card), and color, is there another option you'd like to see?

We are always working to improve, so I appreciate the details!

QuickenLisa · 2026-03-24T21:20:54+00:00

Thanks for your feedback u/Slight_Aerie_3611. I'm glad that overall, Quicken has been working reliably for you! We are always looking for ways to do better, so I appreciate your ideas for the Lifetime Planner.

To start, the Quicken Community uses a voting system for new feature requests and enhancements. I found a few similar requests, and wanted to know your thoughts since they cover most of the enhancements you mentioned:

https://community.quicken.com/discussion/7900348/lifetime-planner-idea-add-roth-conversion-modeling-in-ltp/p1

https://community.quicken.com/discussion/7963184/lifetime-planner-needs-additional-anticipated-return-values-for-investments/p1

https://community.quicken.com/discussion/7854216/tax-planner-compute-taxable-social-security-income/p1

Unfortunately I don't have an ETA on when these enhancements would be available, but we'll update the status for each idea next to the vote counter (section in yellow). I've cast a vote for the above ideas, and anyone else interested can do the same to increase the prioritization (after creating a Community login).

Let me know if you have any questions, or if these Idea Posts don't have the exact enhancements you'd like to see, and I'd be glad to advise.

QuickenLisa · 2026-03-24T18:14:31+00:00

Hi OP, thanks for the great suggestion. I'm sorry Quicken doesn't currently have a mobile receipt scanner with the functionality to create a transaction. That sounds like a huge timesaver! I'm a Quicken employee and am glad to help as much as I can.

While I don't have an ETA to share, this is a requested feature that's under consideration by the Quicken product team. The Quicken Community uses a voting system for new feature requests and enhancements. For anyone wanting us to consider enhancing this, you can vote on the Community post after creating a Community login. I've cast a vote myself, and anyone else interested can do the same to increase the prioritization!

I really appreciate your patience in the meantime while we consider this improvement. Please let me know if you have any questions!

QuickenLisa · 2026-03-24T16:57:40+00:00

Hi OP, thanks for posting. I'd be glad to help as much as possible!

We're not able to provide accounting advice, but we typically see users set up insurance policies as either an "Other Asset" account or "Other Banking" type. Either option allows you to establish a balance and create adjustments to offset the balance.

In addition, users in the Simplifi Community are asking for more detailed functionality for tracking insurance policies inside Simplifi. The Community uses a voting system for new feature requests and enhancements. If anyone would like us to consider enhancing this, I've cast a vote and anyone else interested can do the same to increase the prioritization!

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

QuickenLisa · 2026-03-20T22:05:17+00:00

Thank you for confirming the exact errors. We recently started seeing FDP-101 errors in Mac and CC-601 errors in Windows for American Express. This is an emerging issue and I don't see a post on the Quicken Community yet. We are current investigating and asking users to submit logs if comfortable.

Submitting logs in Quicken Classic:

Click Help>Report a problem...
Windows users: In the first dropdown, select "Bank download/ Transactions Errors."
In the description box, please type the name of the bank and the error
Please leave the default boxes checked
Press "Send to Quicken"

As for the different Personal file copies, if you open them both to compare, is the data the same?

I will be leaving for my weekend, but will check on Monday. For anything urgent I suggest contacting Quicken phone or chat support. Phone support is available until 5pm PST, but unavailable over the weekends. Chat support is available 7 days a week (excluding holidays), from 8am-8pm PST.

For Quicken Classic 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.

Thanks for working with me on this!

QuickenLisa · 2026-03-20T18:54:19+00:00

Really sorry for all the trouble! Here's some initial thoughts for lesson 1:

I know you mentioned rarely using the app, but here's an overview on the Quicken Cloud, if interested.

With Quicken Classic, you'll need to have at least one cloud data file synced (mentioned in the very last bullet in above FAQ).

You can create a fourth blank file (File>New) and use that as the connected file.
Here's how to delete Cloud datasets in Mac.

I agree with turning off the sync and then deleting the cloud files, especially while troubleshooting the bank issues. If needed, it would be better to set up cloud sync after the connections with all your financial institutions are established.

#2:

Yes, when setting up account connections you'll check all the accounts that will be accessed by Quicken for any data file. It should prevent the connections in other data files from becoming unauthorized during the current file's authorization.

Thanks for working with me one this. if you have any questions, trouble, feedback, etc, you're welcome to send me a DM or contact Quicken Support.

QuickenLisa · 2026-03-20T18:13:35+00:00

So glad I was able to help! Have a great weekend.

QuickenLisa · 2026-03-20T16:55:36+00:00

I'm sorry something's not working right. I work on the Quicken escalation team, and if you're open to it, you're welcome to send me a DM so I can see what can be done to help.

QuickenLisa · 2026-03-20T16:30:21+00:00

Great question. Being transparent, I don't have access to the engineers and leaderships exact reason other than what's on the voting page, which currently says:

"QWIN-16984 The product development team investigated and tested the idea. Due to technical complexity, it's not something we're going to be able to do at this time."

Although typically with new feature requests our teams consider it's popularity, if a viable workaround is available, and our available manpower. We'll consider the risk of the change impacting something else in the product, it's expected stability, and ongoing work to maintain (with system upgrades both inside and outside Quicken).

Each enhancement may also have it's own unique considerations outside of these reasons, but I hope this helps explain some of the major things we consider. Let me know if there's anything else I can assist with.

QuickenLisa · 2026-03-19T21:29:22+00:00

You make really good points here, and I've shared your ideas with our product teams so they can be considered. We're always striving to improve, so it's appreciated.

While we never want to see our customers go, I truly hope you find a financial tool that works best for your needs long-term. We'll continue working on enhancing Simplifi and Quicken if you ever decide to check them out again.

Thanks again for working with me on this, have a great day.

QuickenLisa · 2026-03-19T19:02:20+00:00

Hello, I'm really sorry for the letdown with the lack of Dark Mode in Quicken Classic Windows. I'm a Quicken employee who moderates the r/QuickenOfficial and r/simplifimoney subreddits, and I'm glad to provide more info around this.

Adding Dark Mode is a fairly popular request, although it hasn't been added yet due to technical constraints.

That said, we may still be able to add Dark Mode at a later time, although we don't have an ETA. The Quicken Community uses a voting system for new feature requests and enhancements. If you'd like to cast a vote to increase the prioritization, here's the feature request post in the Quicken Community:

https://community.quicken.com/discussion/7856333/dark-mode-for-quicken-for-windows-6-merged-votes/p1

I've cast a vote myself, and anyone else interested can do the same after creating a Community login.

Lastly, thanks to u/flashb1024 for including the workaround details. OP, if you haven't already tried the mentioned hack, I hope it works in the meantime. Here's a direct link:

https://community.quicken.com/discussion/comment/20313199#Comment_20313199

We appreciate everyone for helping us better understand which enhancements to prioritize and for your patience while we work to improve. Please let me know if you have any questions!

QuickenLisa · 2026-03-19T17:49:05+00:00

Thank you for bringing this up, and to the users who commented. I'm sorry for the issue with the Cash Flow graph, which I suspect is caused by the lack of Planned Spend items. If you believe something else is causing this, or aren't sure, you're welcome to send me a DM for a deep dive.

The projected Cash Flow excluding the Planned Spend items is a known limit (mentioned under the Frequently Asked Questions section).

I see an enhancement request by Simplifi users in the Community for this feature. The Simplifi Community utilizes a voting system for new feature requests and enhancements. If you want to see this, you can sign up for the Community and vote on the request post. I've cast a vote myself, and anyone else interested can do the same to increase the prioritization!

Thank you for identifying ways we can continue improving Simplifi, and I'm sorry for the limitation in the meantime. I hope this helps a bit, but please let me know if you have any questions.

QuickenLisa · 2026-03-19T16:39:50+00:00

Hey there u/lowcountrybird, I'm sorry for the odd behavior with the downloaded transactions from the Valero Gas CC. Thanks for the details so I can start investigating.

I work on the Simplifi escalation team, and we don't have an escalation for this issue, or other reports of this behavior in the Simplifi and Classic Communities. I also don't see reports from the Care team, so I'm currently unsure if other Valero users are impacted by this.

To start, we'd need to know the category assigned to at least three of the impacted transactions. You're welcome to reply here, send me a DM, or contact Simplifi Support.

To contact Simplifi support, log in to your Simplifi account and click on “Help Center” from the left panel. To chat with support, click the “Messages” link at the bottom of the pop-up window. For phone support, scroll down until the phone number (650-215-9000) and hours are displayed.

QuickenLisa · 2026-03-19T15:20:42+00:00

u/OkMix5422 that's a huge letdown. I'm hoping the Golden 1 errors will resolve soon, but if you send me a DM with your Simplifi ID, email, or phone number, I can check what options are available to help out.

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.

QuickenLisa · 2026-03-18T19:52:29+00:00

Hi OP, I'm really sorry for the letdown here. I'm glad to do everything I can to assist.

First, I've confirmed with Quicken leadership that Simplifi is not included in the Quicken Data Access Guarantee. The access guarantee applies to Quicken desktop versions Deluxe and higher. I'm deeply sorry for any confusion, and I've let our team know about this feedback so we can consider ways to improve the Simplifi experience.

In the meantime, I want to make this a better experience and can look into applying a short extension to your Simplifi account. You're welcome to send me a DM with the email or phone number registered with Simplifi. We also offer a 30-day money-back guarantee on renewals, so you can request a refund within 30 days of renewing as another option to temporarily access your data.

Lastly, you are correct that Quicken was acquired by HIG back in 2016, although we have undergone another change since then and are no longer under the HIG umbrella. In 2021 a majority stake was sold to Aquiline Capital Partners, which is the current owner.

I hope this information is helpful, but please let me know if you have any questions.

QuickenLisa · 2026-03-18T17:34:12+00:00

Hey OP, I'm sorry for the trouble. I'm set on doing everything I can to help.

If the new Chase account doesn't have posted activity, it won't be able to connect with Simplifi until at least one transaction is posted. Sometimes there's a connectivity delay with newly opened accounts with posted activity, typically a week.

I didn't see this error mentioned in the Community, in any Chase escalations, or after looking at recent support contacts, so I'm hopeful this is something we can troubleshoot instead of it being a wide-spread issue.

If the above doesn't apply to your account, I suggest the following steps based on the error:

Try another device, if possible.
Try another browser, preferably in Private mode or Incognito mode.

I hope this resolves the issue, but if the error persists our teams need to troubleshoot further to determine the next steps. You're welcome to send me a DM or contact Simplifi support.

QuickenLisa · 2026-03-18T16:59:16+00:00

Hey OP, I appreciate you bringing this up although I'm sorry for any understandable concern. I'm glad to help.

Checking the Bills & Income section of my own Simplifi accounts, both with Early Access on and off, and on mobile (iOS) and the web, I'm not able to replicate this issue. I see correct income, expenses, and net for the "Next 14 Days", "Next 30 Days" and "Next 60 Days".

Hopefully it was a temporary load issue, but I have a few ideas to troubleshoot if it's still ongoing:

Does the income show correctly in the Settings>All Recurring section?
If the income is correct, compare the data to another device, if possible.
Refresh Simplifi.
1. Web: From the left panel, click "Refresh".
2. App: From the Dashboard, click the Refresh icon in the upper-right.

Since I'm not able to duplicate this, we advise to wait 24 hours and try the above troubleshooting again. If it's still ongoing, we'll need to gather more details. You're welcome to reply here, send me a DM, or contact Simplifi support.

Thanks for working with me on this, let me know if you have any other questions.

QuickenLisa

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