Balance on Manual Accounts Known Issue Since Sept 2024

Mauilisa

I am so sad. I came onto this community page to get solutions to my issue, only to find out that it has been a known issue since Sept 2024. My subscription to Simplifi is up in early March 2025 and with the balance issue still not resolved 5 months later, I'll probably need to find a different product. That's why I'm sad. I've liked using Simplifi and I put so much time into setting it up just right. I'm not looking forward to having to start over. But I can't justify spending $70 on a product with issues that aren't being fixed. Any words of wisdom for me?

I think I figured out a workaround. I added a balance adjustment for each manual account. I'll need to see if it continues to skew the balances though. Still looking for tips & tricks.

SRC54

This doesn't help much but this balance issue with manual accounts seems to have gotten better. They've never declared it fixed, but when it does happen, it usually fixes itself for me after a few hours.

A couple of workarounds I have found:

1. When I have a transfer from a manual account to a connected account, I do a simple transfer in each account instead of linking it. Once it clears in the connected account, I then link it.
2. I used to sometimes enter a transaction postdated a few days. I noticed that could mess things up. Now I don't do that but wait until the actual date. (Note: a recent change turns those postdated transactions into reminders, which may work better.
3. If I have to, I add an adjustment but then I need to delete it later. Sometimes logging out/logging in will force a recalculation, but this is hit or miss.

Manual accounts are a special critter. Whether you mark transactions in them pending or cleared, it is the same. Simplifi totals all the transactions to get the balance. With connected accounts, Simplifi takes the bank balance and adds/subtracts the pending transactions.