Incorrect balance with Charles Schwab

System
System Administrator admin
edited December 3 in Adding and Updating Accounts

This discussion was created from comments split from:

Incorrect balance from bank causes incorrect projections (edited).

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  • PhilS
    PhilS Member ✭✭

    This issue still exists. I am having the exact same problem. My accounts are with Charles Schwab.

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @PhilS, thanks for reaching out to the Community regarding this issue!

    To begin troubleshooting the balance discrepancy, please establish a completely fresh connection with the bank and gain a new access token by following these steps:

    1. Navigate to the bank's website, sign in, and remove Quicken's access from the bank's third-party linked apps.
    2. Navigate back to Quicken Simplifi and make all of your accounts with this bank manual by following the steps here.
    3. 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.
    4. Carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.

    Once done, keep an eye on things moving forward. If the issue pops back up, we can gather some specifics and data from you and review your case for escalation.

    We look forward to your reply!

    -Coach Natalie

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