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"Account needs attention" alerts for closed accounts

ejs

I have many financial institutions listed in my list of accounts under Settings for which all of the accounts at those financial institution have been closed. Even though all the individual accounts at these institutions have the "account closed" label on them, there is a red "Account needs attention" alert for those institutions. (This didn't used to be the case — for any financial institution that I marked as all having all accounts closed, Simplifi would stop trying to connect and there would be no connectivity alert.). Is there any way to fix this? It's not that big of a deal, except that it clutters up my accounts page with irrelevant connectivity alerts. Thank you.

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Coach Kristina

Hello @ejs,

Thank you for letting us know you're seeing this issue. It sounds like you have already marked the accounts closed in Quicken Simplifi. Is that correct? If that is not the case, please reference the article below for instructions on marking the accounts closed: https://support.simplifi.quicken.com/en/articles/5149428-marking-accounts-as-closed

If they are marked closed in Quicken Simplifi, are you seeing this in the web app, the mobile app, or both? When did you first notice this issue? If possible, please provide a screenshot of what you're seeing. Please make sure to redact any personal information.

I look forward to your response!

ejs

@Coach Kristina, yes, that is correct, I have already marked the accounts as closed. I first noticed this a few weeks ago. Below is a screenshot showing an example of what I'm seeing. I'm seeing this for all of my accounts for which all of the accounts at a given financial institution are closed (and have been marked closed in Simplifi). It’s in both the web version and the mobile app.

Coach Natalie

@ejs, thanks for the reply!

I think I recall seeing this myself with one of my closed banks, and I ended up just making the accounts manual so the error went away.

https://support.simplifi.quicken.com/en/articles/5321064-how-to-make-an-account-manual

I wonder if this could be related to the recent enhancement of being able to schedule account updates:

https://community.simplifimoney.com/discussion/11001/new-feature-alert-ability-to-schedule-account-updates

Does the timing seem to line up? I'd like to get what you're seeing escalated, especially if it has to do with the new feature. If you'd like to help us out by doing so, and don't mind leaving the accounts in an error state while the issue is being worked on (by not making them manual as I first suggested), please provide some additional data:

The browser and browser version you're accessing the Quicken Simplifi Web App from.
The OS of the computer you're accessing the Quicken Simplifi Web App from.
A list of additional "closed" banks/accounts the issue is occurring with.

Please also submit your logs via the 'Send Feedback' option:

Log into the Quicken Simplifi Web App.
Select Profile from the left-hand navigation bar.
With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
Leave all boxes checked, add a brief description of the issue, and then click Send.

Much appreciated!

ejs

@Coach Natalie, yes, it is possible that this first started around the time that feature was implemented. I don't mind leaving the accounts in an error state for the time being. Here is the requested info:

Google Chrome version 132.0.6834.160
Sequoia 15.3
Alliant Credit Union, Barclays Bank, Cedar Rapids Bank & Trust Retail, CIBC Bank USA, Citi, Citizens, Discover Bank, First Horizon Bank, Found, Vanguard, & Wells Fargo

I sent the feedback log as requested.

RobWilk

If you want a quick fix, you probably can make those accounts manual rather than linked to a financial institution, this would keep all of your records but would disconnect the accounts from the financial institution's connection. I tend to mark all my closed accounts as manual.

Coach Natalie

@ejs, thank you! I escalated this issue and will post back with updates.

SIMPL-25682

ejs

This issue appears to be resolved for me. I no longer have the "Account needs attention" alerts for financial institutions with closed accounts.

Coach Natalie

@ejs, thanks for letting us know!

I'm glad to hear the issue is fixed for you. The ticket is still open, so something else must have fixed it. I will get the ticket closed out!