Balance Issues with Bank of America
This discussion was created from comments split from:
Comments
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I started this thread because of balance issues with my BOA checking account.
It seems to have been morphed into a Citi issue.
It's not just a Citi issue.
I continue to have balance issues. Today included.
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@Coach Natalie You may wwant to get the first few messages off the original thread and add them to this.
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Rob Wilkens0 -
@TheReal702, thanks for bringing your Bank of America issue back up!
Since the original thread had a Citi escalation and has become quite convoluted with various banks and issues, we are asking users to create separate threads for separate banks. With that, I have split your issue into a new thread so we can take a fresh look at it. Assuming you're seeing the same balance issues as other users, we will first need to have you establish a completely fresh connection with the bank and gain a new access token:
- Navigate to the bank's website, sign in, and remove Quicken's access from the bank's third-party linked apps.
- Navigate back to Quicken Simplifi and make all of your accounts with this bank manual by following the steps here.
- 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 and reauthorize your accounts.
- Carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.
Once done, please keep an eye on things moving forward to see if the issue pops back up. If it does, let us know so we can gather data from you for the most recent example and submit an escalation.
We look forward to your reply!
-Coach Natalie
-Coach Natalie
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Bad news @Coach Natalie
I opened Simplifi on the web to see what a refresh would do and see this -
So I circled back to this thread that you posted to me. I performed steps 1 & 2.
When I go your Step 3, I get a pop up window that is blank, and a file drops onto my desktop titled "registration" that contains zero data.
I tried to perform the same "add account" using your instructions using the app on my iPad and I get this -
Everything has stalled, and I get nowhere.
I tried a refresh with my Quicken Classic program, and get error messages there saying it can't connect to BofA. So I go back to BofA and revoke the token for QC also.
Now I can't reconnect to BofA with Simplifi or with QC.
I've cleared all cookies, cleared the cache, restarted my MacBook tried it all again. Nothing.
Maybe it's a BofA issue? I have no way of knowing.
Ugh.
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@TheReal702, thanks for the reply!
It might be a BofA issue, but it might also be something in the OAuth process, which could be a browser thing. Can you try from a different browser or in incognito mode on your MacBook, please?
Let me know how it goes!
-Coach Natalie
-Coach Natalie
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@TheReal702, it looks like troubleshooting the balance issue was bad timing on our part, as there is now a known issue for the HTTP Error 403:
We can pick this back up as soon as you're able to get reconnected, so please be sure to follow the Alert for updates, and then follow up with us here accordingly.
Thank you!
-Coach Natalie
-Coach Natalie
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Oof, haha! I've been on the phone with BofA for quite a while now trying to get to the bottom of this. I'm on hold, so I'll let her know it's a known issue elsewhere when she comes back on the line.
Thanks, I appreciate you!
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It is 830 pm in the West. I have successfully reconnected Simplifi & Quicken Classic with BofA.
The "HTTP Error 403 error when redirected to OAuth" (I have no idea what that means) issue seems to have been resolved.
I will look at transactions/balances etc in the morning. Nothing is accurate at this time.
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It is 4:00 am in the West
Opened and refreshed Quicken Classic - everything is accurate and back to normal
Opened and Refreshed Quicken Simplifi - all transactions are accurate. Balance is not accurate.
Curiously, it is off by $37.93. This screenshot from yesterday (before things went south) shows a duplicate transaction from Market Grill for $37.93. It seems to me that Simplifi is still counting the duplicate even though it is no longer duplicated in my register, and is no longer a pending transaction - it has cleared. I'll bet you a pumpkin pie this clears up at the next refresh in a few hours. Thoughts?
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@TheReal702, I'm glad you were able to get reconnected!
If you feel that a transaction is being double-counted in the balance, or if the balance is updating to include transactions that haven't downloaded yet, and this is causing an inaccurate balance or inaccurate projections until the next refresh or two with the bank, it would be part of the ongoing balance issues we've been seeing with multiple banks (see here). To have your case reviewed for escalation, we will need the following data:
- The name of the account with the issue, as it appears in Quicken Simplifi.
- The Date, Payee, and Amount of the transactions that seem to be impacting the balance ahead of actually downloading, or are being double-counted in the balance.
- Confirm whether these transactions show as "pending" in Quicken Simplifi.
- Confirm whether these transactions show as "pending" on the bank's website.
- The current balance for the account in Quicken Simplifi (we need this when it’s incorrect).
- The current balance for the account on the bank's website (when it’s incorrect in Quicken Simplifi).
- The balance for the account in Quicken Simplifi after the transactions download/clear and everything becomes correct again.
- A timeline of when the balance is incorrect and when it becomes correct again in relation to the above transactions downloading and/or clearing in Quicken Simplifi.
- A screenshot of the Accounts Summary page from the bank's website that lists all accounts and balances (feel free to redact any personal info) and has a wide enough scope to show the page URL (this must be taken from a web browser and not a mobile browser).
- A screenshot of the running balance after the latest cleared transaction on the bank's website.
Please also submit your logs via the 'Send Feedback' option:
- Log into the Quicken Simplifi Web App.
- Select Profile from the left-hand navigation bar.
- With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
- Leave all boxes checked, add a brief description of the issue, and then click Send.
-Coach Natalie
-Coach Natalie
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Just refreshed. Checking balance with pending is accurate.
Since this is a known issue across multiple FI's, I'll just ride the wave and keep my finger crossed that this gets fixed.
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