No other info - getting error whenever I click on "cash" account within investments.
Hello @MishaM,
Thanks for reaching out! This is certainly a strange error. I would try from a different browser/incognito mode to see if a third-party extension or browser setting is affecting the program. Let us know!
-Coach Jon
Tried everything listed above to no avail. Clearing cache/cookies didn't help either.
Thanks for confirming! Can you share exactly what occurred when this error popped up? You clicked on Investments in Quicken Simplifi, and then you selected a specific "Cash" account in the 'All Accounts' drop-down menu? Or did this occur when you were trying to view your Portfolio or specific Holding?
Yep. Investments > Cash. I'm keeping a cash account for my investments in Merrill Edge (since that issue is still not resolved). Previously clicking on that Cash would take me to a screen where I could see all the Investment Accounts that had Cash in them and manually update all in the same place. Now however when I click Cash it causes the error and all other buttons continue showing the error. I have to refresh the webpage to get Simplifi to show up again.
Thank you for your reply,
Please clarify. Are you clicking on cash in the Holdings section?
If not, then where are you clicking on cash? It may help if you provide a screenshot of exactly what you are clicking on (please redact any personal information).
Thank you!
Yes exactly clicking on that Cash item listed at the bottom there and then it errors out and I'm only able to get back to Simplifi's homepage by refreshing the tab.
Thanks for confirming! That is the Cash holding for your Investments Portfolio. I am not sure why your program would be presenting that error if you click that, but this definitely seems specific to your dataset. Does selecting any other holding cause this error? Or is it just the Cash holding? Can you please provide a screenshot showing the Cash holding before you click on it? Feel free to edit out any personal information.
now that you mention it, it seems to be occurring with all 5 accounts I have here - getting the error once I click on any one of these, and then unable to get out of the error unless i click the dashboard button and refresh the tab. refreshing the tab while on the "cash" investment (or any one of these 5 investments) page still throws the error.
Thank you for the reply! Are the holdings you shared in your screenshot manually created? If they are, I would see if deleting them and re-adding them fixes the issue. Here is a great support article explaining how to do this:
https://support.simplifi.quicken.com/en/articles/4474538-tracking-investments-in-quicken-simplifi#h_034717f2b3
No only the cash one is manual - the rest are automated through a financial institution.
Did not seem to work unfortunately.
Can you provide the following information? This will help us determine what may be going on.
We will also need logs to be sent to us:
Thank you,
Coach Jon
Version: 4.41.2 (29780/41932385bb/v92.6.2-release1)
Does not occur on iOS app.
Chrome 131.0.6778.265 on Windows 10 Pro 22H2.
Logs sent.
Woah…this is crazy…started getting the same issue when I click Spending Plan > Other Spending. Page freezes for a second and then throws error.
So this error shows up when you select a holding as well as when you select Other Spending in the Spending Plan. Is there any other place where you are seeing this error? Can you provide a screenshot showing the error in Other Spending?
Added a screen record. Same error. Error pops up when I click other spending - screen loads for a second and then throws error. Then I can't get out of the error by clicking any other buttons on the left hand bar - I have to go to spending plan (or another button) and refresh the entire page.
and it's the same with those investments pages - seems to be some timeout that then breaks the system perhaps.
Right at this moment, it appears to be running faster than ever for me - I wonder if they were rebooting it or moving to another server at the time you accessed?
Unfortunately for me, the issue persists.
Have you tried (it's worth a try) running in inCognito/inPrivate mode, made sure any VPNs are off, tried a different browser?
I'm not saying any of this will fix it, but it's the kind of thing they might want you to try before filing a report. Also, if this is urgent, try chat support.
-Rob
Yep, done all of that!
Thanks for confirming. I am still not sure what may be causing this issue, but since we have not had similar reports of this issue, this may be specific to your dataset. I noticed in your screen recording that you shared that some of your extensions at the top right activated when you were trying to access the Other Spending tab. Could one of your third-party extensions be causing issues in the program?
The issue persisted when trying from incognito mode and other browsers, so I don't think it's due to that.
Thank you for your patience! I have reported this bug to our product team and will be sure to post any status updates here going forward for this issue.
SIMPL-25208
I am back with an update from our product team! They are deploying a fix for this issue and would like you to try accessing those areas of the web application tomorrow, 1/16/25, to see if the issue is still there. Let us know!
Had an update pushed and reloaded the app - resolved across all fronts!
Thank you for letting us know! We are glad to hear that the issue was resolved for you with that fix. We hope you have a great day!
