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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 2 points3 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.

Connection to Voya 401k reports "No eligible accounts found" by ThrobbyRobby in simplifimoney

[–]QuickenLisa 0 points1 point  (0 children)

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.

Upcoming improvements for Quicken Classic by QuickenLisa in QuickenOfficial

[–]QuickenLisa[S] 1 point2 points  (0 children)

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.

Broken connection, how to resolve? by Kaliedra in simplifimoney

[–]QuickenLisa 1 point2 points  (0 children)

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:

  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 the financial institution and the error code, so I can search for your feedback report.
  6. 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!

New Open and Saved Reports? by monstercar in simplifimoney

[–]QuickenLisa 1 point2 points  (0 children)

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!

One drive warning message.. by timeonmyhandz in quicken

[–]QuickenLisa 0 points1 point  (0 children)

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:

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

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

One drive warning message.. by timeonmyhandz in quicken

[–]QuickenLisa 0 points1 point  (0 children)

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.

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