Savings goal total not updating after contributions

Dave L

Contributed to savings goal on mobile.

amount available per account updated correctly.

amount contributed and progress bar have not updated. Attempted refresh twice and still did not update.

Coach Jon

Hello @Dave L,

Thanks for reaching out! To clarify your situation, does the savings goal look correct in the Quicken Simplifi web application? Is it just the mobile application that is incorrect? You may try uninstalling/reinstalling the mobile application if this is the case.

Let us know!

-Coach Jon

Dave L

@Coach Jon it's incorrect on both. Both show the correct "available by account" but neither shows the correct "saved so far."

Coach Jon

Hello @Dave L,

Thanks for the reply! To better assist your situation, can you provide screenshots showing the issue in Quicken Simplifi? This will allow us to better troubleshoot what is occurring here.

Thank you,

Coach Jon

Dave L

@Coach Jon Sent in direct message.

Coach Jon

Thank you @Dave L,

Have you made any withdrawals to account for the difference between the amounts? Does deleting and recreating the savings goal end up showing the correct amount?

-Coach Jon

Dave L

I have not made any withdrawals from the account (I have only transferred money into the account).

I have not use the withdrawl feature on the goal. Only contribution.

That being said, it is a Merrill Edge account that is having a known connectivity issue (FDP-105). But that seems like it shouldn't be relevant, as the savings goal is all self-reported data.

I can try recreating the goal, though that would throw off all the historic monthly spending data.

@Coach Jon

Dave L

I created a new goal for now. Will see if it correctly updates the next time I contribute. @Coach Jon