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Re: Double-subtracting pending transactions for balance -- USAA Bank
Helo @DryHeat,
Thanks for reaching out! Most banks provide a balance that excludes pending transactions. However, if your bank includes them and Quicken Simplifi is also set to count pending transactions, they may be double-counted, leading to a balance discrepancy. Once the pending transactions clear, the balance should correct itself, which I am glad it did in our case!
You can set the account to exclude pending transactions from the balance as you did, just remember that you will have to wait 4-6 hours for the next successful refresh to see the change take effect.
I hope this makes sense!
-Coach Jon
Re: Persistent 324 error with Fidelity (edited)
Hello everyone,
We are aware of the persistent 324 errors with Fidelity. While the issue is being worked on, please follow our Alert for updates:
We appreciate everyone's patience as we work to resolve this matter!
Re: TIAA Reporting Connection Issues
I'm still getting the error with connecting to TIAA.
Re: TIAA Reporting Connection Issues
I've been having the same issue as I've been trying to set up my TIAA account. I can see how you make an existing investment account manual, but how can you set up a manual investment account?
Re: TIAA Reporting Connection Issues
I've been experiencing this issue for more than 1 month, and just now received an FDP-155 error resulting in my TIAA account balances to be zeroed out. It is extremely frustrating for this product to not work with major financial institutions. While errors with TIAA connections have been acknowledged for nearly two months, it would be helpful to have more explanation beyond "we're investigating": is this a TIAA issue, simplifi issue, third-party account connection/authentication issue, etc.? What specific steps are being taken to resolve this problem?
mglev1n
Re: TIAA Reporting Connection Issues
The very minimum reason we use a budget app is to see everything together.
It is really frustrating that this very minimum has not been met for more than two months, without proper
explanations.
I am simply leaving the service. Goodbye.
hj2438
Re: Deactivating Accounts
Hi Dan,
You need to go to the Quicken classic support group for help. This is Quicken Simplifi, which is a totally different product. Here's the URL.
SRC54
Re: Persistent Filters & Views in Reports: Share your feedback here!
I agree! I don't know if it's on the roadmap but I'd love to see this (Saved Filters) in the transaction list as well.
EL1234
Re: Persistent 324 error with Fidelity (edited)
I actually have two brokerage accounts. The one with lower value for daily checking is working fine as well as many other types, while the main one under investment is stuck in 324.
Again, manual trick won't last and Finicity data is not as complete. So really appreciate if we can get a fix soon.