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Balance on manual account is just wrong

Engaiging

I added my PayPal credit account as a manual account because it does not connect to PayPal correctly. It pulls in all of the PayPal account transactions instead of the actual PayPal Credit transactions. I set the opening balance to the account balance of my PayPal credit account. You can see the transaction in the screenshot. The balance is still showing as zero.

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Coach Kristina

Hello @Engaiging,

Thank you for letting us know you're encountering this issue. The first thing I recommend checking is that Quicken Simplifi really does see the account as manual, rather than still thinking it's connected to PayPal. To do that, tap the 3 horizontal lines near the upper left, select the Settings gear, then Accounts.

Does it show in accounts as manual, or does it show associated with PayPal? If it still thinks it's connected, then please use the directions in this article to make the account manual:

https://support.simplifi.quicken.com/en/articles/6739410-how-to-make-an-account-manual-on-the-mobile-app

I look forward to your reply!

Engaiging

I deleted the entire account and re-added it as manual.

Coach Kristina

Thank you for your reply,

If the account is newly created as manual and isn't recognizing the opening balance, then please try deleting and re-adding that opening balance transaction.

Please let me know how it goes!

Engaiging

Deleted the opening balance transaction, created it again. Same result. Backdated the transaction to yesterday, same result. Changed the account type from line of credit to credit card. Same result.

Coach Kristina

Thank you for your reply,

I wasn't able to replicate this issue in the Quicken Simplifi mobile app on my phone.

If you haven't already done so, please try logging out of the app, then logging back in again.

If the issue persists after that, please provide more information. What kind of device are you using (smartphone, tablet, iOS, Android)? Which version of the app are you using? Which version of iOS or Android are you using? Is this affecting just one account, or multiple?

Thank you!

Engaiging

Logged out and back in. Got a pop up "sorry we were unable to complete your changes" immediately upon login. Balance is still wrong.

I deleted the opening balance transaction and NOW the balance shows. Tell me how an account can have a balance with no opening balance transaction?

This kind of buggy behavior is exactly why I stopped using Quicken almost 10 years go. In case it can help any other poor soul who continues to use the app, it's an iPhone running iOS 18.3 with Simplifi 5.23.1. This issue is only for the one account that I just created. I will not be doing any more troubleshooting because all confidence I had in the app is gone and I will be moving to something else.

Ebb

I have the same issue with Simplifi not connecting to PayPal Credit. It will connect to PayPal, but not PayPal Credit. PayPal Credit is provided through Synchrony Bank. I have used a Financial Management Program provided by my credit union and it connected to PayPal Credit without me having to search for it. AllData PFM supplies the FMP. So, this is an issue that can be fixed.

RobWilk

So synchrony provides both 'paypal credit' and 'paypal cashback mastercard'? I knew they did the mastercard, i didn't know they also did paypal credit (which is not a credit card, but a line of credit on a paypal account).

Coach Natalie

@Engaiging, thank you for the feedback, and we apologize for your experience.

In the case you do decide to continue troubleshooting, or in case it helps other users, I'd recommend testing the same action on the Quicken Simplifi Web App. You can delete the account, and then try to add it with the opening balance on the Web App; this will help us determine if the issue is specific to the Mobile App. If you don't experience the problem on the Web App, I'd next recommend an uninstall/reinstall of the Mobile App, with a device reboot in between, to see if doing so clears things up for you moving forward.

@Ebb, thanks for posting on this topic! If you'd like to do some troubleshooting on your connection issue, please go ahead and create a separate post to outline and report the issue so this thread can stay on topic.

https://community.simplifimoney.com/discussion/8/how-to-post-to-the-community

Much appreciated!

Erik B

I was experiencing the same problem with a manual account. My balance was showing $0.00 as well on both the web app and the mobile app. Adding transactions didn't not affect the balance at all.

Here are the steps I followed to get the correct balance (on the web app):

Export all transactions for the account to CSV from Simpifi.
Edit the exported CSV file to match the import template (I don't know why simplifi can't read its own exports)
Delete the manual account from Simplifi
Add a new manual account with the opening balance at the time the loan was opened.
Import transactions into the new manual account

This new account is showing the correct balance. I know it's a lot to do, but until Simplifi fixes the issue it's what worked for me. Hope this helps.

TiggerTrainer

https://community.simplifimoney.com/discussion/comment/48310#Comment_48310

I encountered the same issue when creating a manual account. This behavior was seen when an account was created on the app or in the web browser. My fix was to give the opening balance a $0 start balance and then to add a transaction as a balance adjustment. That also worked in getting the right balance.