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Manual bank balance no longer correct after deleting savings goal

galaxygal

Hope you can help. I'm brand new and was testing out savings goals so I could understand best usage for my needs. I have a manual savings account with one entry that was my opening balance of +51.19. I added a few savings goals, added to those goals, then deleted said goals and now my bank balance shows +291.19. I understand that I can easily delete this account and create a new one but this seems like a bug that needs to be addressed. Any help would be appreciated. Thanks. I attached a screenshot of my one entry and the noted discrepancy.

I did this in the web app. Shows the same in my iPhone app. I did logout and log back in on the web app.

Screenshot 2025-02-06 at 10.57.14 PM.png

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Coach Natalie

@galaxygal, thanks for reaching out to the Community with this issue!

That definitely seems strange. Do you see the same incorrect balance on the Quicken Simplifi Mobile App? If so, I'd suggest deleting and recreating the account since there is no transactional data you'd be losing. If the issue is resolved after doing so, we'd consider it a one-off.

I hope you're able to get things resolved swiftly with a delete/re-add!

galaxygal

It is the same in the app and it's not a one off. I've seen similar posts when I originally searched for this but the post had been closed so I couldn't comment on it. It's a known error and although I can easily delete and recreate the problem is it will happen again. Then what if my account has hundreds or thousands of posts? What then? Delete and recreate every time I delete a savings goal or hit a snag. This is a personal finance app and not being able to trust your balances at all times seems offputting. There should be a better fix for this. Yes?

galaxygal

Here is one of the posts

https://community.simplifimoney.com/discussion/9466/manual-savings-account-incorrect-balance

Coach Natalie

@galaxygal, thanks for the additional feedback!

If you are able to delete and re-add the account and then use it effectively moving forward with no issues, it would be a one-off and is not something that we'd escalate. Adversely, if you continue to have problems with the account, or in the instance of having lots of transactional data that you'd be losing by performing a delete/re-add, then we'd be happy to look into escalating the issue. However, escalations can take weeks or longer to be resolved, so if a user is able to fix the issue themselves, we certainly recommend doing so.

I hope this helps to clarify!