Handling investment values for broken links
For those of you who have broken links to your investments - both Merrill Lynch and T Rowe are currently broken in my account - how do you handle updating the daily market value of the investments so that your net worth values aren't skewed? When the link breaks, the account value stays static, and there's no way to update it's value on your Dashboard (the current value can be found in the Investment tab, as long as holdings are changed from the last time it synched), but the Dashboard always has the wrong (old) value.
I've just been setting up manual "other asset" accounts temporarily and manually changing the values - just so that I have an accurate Net Worth statement, but that's not really desirable even as a stop gap measure, since you can't have manual Investment accounts.
Any ideas would be appreciated, since evidently these major accounts seem to be out for months at a time. I'm trying to find ways to salvage my use of Simplifi, but I find that workarounds are really hard and sometimes not possible.
Answers
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Hello @lwyman,
Thanks for reaching out! I can understand the frustration you may have when a connection isn't working properly for an investment account. We do have a great support article on how to track investments in Quicken Simplifi, with a section that specifically goes over how to do it manually as well, here:
I hope this helps!
-Coach Jon
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Thank you @Coach Jon (and @Coach Natalie ) for the link to tracking investments in Simplifi. Based on that, I've made a number of my investment accounts manual, since there are not that many day to day transactions, and I mainly want to track the daily change in values. It reduces the angst of having the auto link broken (and not getting updated information), and made me realize that the most important links are for cash and card accounts, and much less for investment and retirement accounts.
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