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Liabilites - personal loan not updating balance

LaurieS

Simplifi - I have a personal loan account under liabilities - it's not linked to any bank, just something I'm tracking. I have a recurring transaction from my checking account transferring into the loan account. The transaction appears correctly both in checking and in the loan. But the total amount at the top of the loan account is not reflecting the last 3 payments. What am I doing wrong?

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Coach Jon

Hello @LaurieS,

Thanks for reaching out! To clarify your situation, this account is manual, correct? In that case, the balance should be the sum of all the transactions in the account register. Can you provide screenshots showing the incorrect account balance so that we may further research this issue? I would also have you bulk-select all the transactions within the account with the balance discrepancy. The sum of the transactions should equal the balance of the account. If not, be sure to let us know.

-Coach Jon

LaurieS

Yes manual account. It took two days, but the balance finally corrected itself without my having to change anything. Thanks though.