Wells Fargo again V3 > bank vs pending balance
The WF "balance with pending" is again wildly off. Usually, this will happen over the weekend and clears out M/T, but it hasn't this time, and the negative balance is increasing. It's quite panic-triggering to see what is now showing as a negative $7K balance. The "bank balance" is accurate. The only pending item in one account is minor, and the other account is more, but neither makes sense when adding/subtracting them.
BTW, we shouldn't have to reset the feeds every time this occurs. Accurate consolidated feeds are one of the significant requirements that Simplifi is no longer fulfilling, at least with Wells Fargo.
Comments
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Hello @fcb, thanks for reaching out to the Community!
The first thing we'll want to do to troubleshoot any balance issues is to establish a completely fresh connection with the bank, as well as gain a new access token since Wells Fargo is one of our OAuth API banks. You may do so by following these steps:
- 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 and let us know if the issue pops up for you.
We look forward to your reply!
-Coach Jon
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I get that this is the process to fix it, having done it many times since the WF issue has occurred multiple times. Yes, redoing the connection does fix it. Sometimes, waiting fixes it. Neither should be necessary.
Is a permanent fix pending, or is the Simplifi tech team at a loss to resolve this ongoing issue?
The end of the financial year is obviously coming up. I need to make a decision now about continuing with Simplifi.
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Hello @fcb,
Thanks for the reply. I am glad that fixed the issue. We do have an alert up for this issue in the community that you can follow for updates.
If you see this issue pop up again, we can also escalate your issue as well. Just be sure to let us know if it pops up again in the future so we can work on that if that is what you want.
Thank you,
Coach Jon
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You misread my last comment. I haven't initiated the relink, and I was expressing that having to do it repeatedly is getting beyond the point of annoying. It has been one month since the post you referenced above.
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Hello @fcb,
Thanks for the clarification. I can understand the frustration when it comes to this issue. In order to properly troubleshoot and report these issues, however, we will need that step to be done so we can verify what specifically is occurring. As for the alert, these issues can take time to fix, and we will be sure to update that alert when we receive more information.
-Coach Jon
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I'm letting you know that this issue resolved itself w/o action on my part, like the typical scenario with WF, but taking several days this time. I refreshed transactions in the early afternoon, and there was no change. Refreshed just now, approx. 8:30 pm PST, and resolved.
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