Manual Account Balance not showing

J3tSk!3
J3tSk!3 Member
edited October 30 in Troubleshooting

I added a manual accounts for my mortgage and checking account and entered an opening balance for both but the balance [in the accounts list] for both accounts read 0. When I click on the accounts I can see the opening balances

My financial institution is not supported by Simplify so I was going to just manually update the balances monthly. Any suggestions?

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Comments

  • SRC54
    SRC54 Member ✭✭✭✭

    @J3tSk!3 I find this happens from time to time with Manual accounts but they often resolve in 24 hrs. I have one this morning that is $10 off. Nothing I tried worked so I added an account adjustment but later, it will be right, and I'll have to delete the adjustment.

    It sounds like you haven't added an transactions yet to your manual accounts. If that is so, you can delete the opening transactions and start over to see if that fixes it. You can try signing in and out of your account though I find this rarely works for me. If that doesn't work you can delete the accounts and start over.

    Or just wait to see what happens.

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    Microsoft Money (Windows) 1991-2009
    Dollars & Cents (DOS) 1987-1991

  • SRC54
    SRC54 Member ✭✭✭✭

    @J3tSk!3 And just like that, this afternoon my Manual Account balance updated correctly.

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    Microsoft Money (Windows) 1991-2009
    Dollars & Cents (DOS) 1987-1991

  • Thanks Steve. My balances still remain at zero. Maybe I should zero the opening balance and add the account balance as a transaction?

  • SRC54
    SRC54 Member ✭✭✭✭

    @J3tSk!3 Yes, definitely delete the opening balance and try something else. I find there are different ways to skin a cat. Good luck!

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    Microsoft Money (Windows) 1991-2009
    Dollars & Cents (DOS) 1987-1991

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @J3tSk!3, thanks for posting to the Community!

    We have an Alert for manual account balance issues:

    Have you tried allowing some time after adding the account and the opening balance transaction to see if the balance becomes correct?

    Please let us know so we can best assist!

    -Coach Natalie

  • J3tSk!3
    J3tSk!3 Member
    edited September 28

    In my case, I did not add a transaction. I just planned to use the opening balance as the account balance. It;s been over 3 days and the balance still shows zero

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @J3tSk!3, thanks for the reply!

    To clarify, when you enter an opening balance when adding a manual account, Quicken Simplifi accomplishes this by adding an opening balance transaction. With that, can you try deleting the opening balance transaction, manually entering it again, and then allowing 24 hours, please?

    Let us know how it goes!

    -Coach Natalie

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