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FourLeaf: Balance (with Pending) is not right

RobWilk

I would've reported this as a bug, but i know some amount of troubleshooting usually haappens first, so I'm starting here:

FourLeaf FCU: Bank Balance on website is:

2. that amount is missing 2 pending transactions currently listed in Quicken Simplifi:

3. Factoring those, I can use mac calculator to tell you the balance with pending should be:

$421.30

4. But Quicken Simplifi came up with this balance:

5. I tried editing pending settings, and no matter which i selected when I checked back it was set on the default:

All weekend, the balance seemed right, it's my pre-8am check where it is wrong, maybe later in the day it will correct similar to how chase balance is wrong in early mornings?

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RobWilk

EDIT: Where bank balance image shows $603.21, i don't seem to be able to edit out the screenshot which accidentally shows part of account number (I didn't realize that was caught). Maybe if editing, just replace the screenshot with the text $603.21

Coach Jon

Hello @RobWilk,

Thanks for reaching out! To further clarify your issue, you are stating that the balance within Quicken Simplifi for this account does not match the balance on the bank's website, correct? The balance showing within Quicken Simplifi is currently $554.91, while the balance shown on your bank's website is $603.21, meaning it is off by $48.30. I did notice that one of the pending transactions you listed is for this amount. You also mentioned that the balance was correct all weekend, and you only found it was incorrect within Quicken Simplifi this morning. Is the balance now correct if you check again?

It is also peculiar that you are unable to change the Balance type setting as well. Are you able to see if this problem also exists within another web browser/incognito mode or by signing out of Quicken Simplifi and back in? Let us know!

-Coach jon

RobWilk

Right now, everything is right (perhaps after the "next sync". )

Perhaps, like Chase, syncing in the early morning hours may result in some oddities.

IF that's the case, I'm used to dealing with that.

Coach Jon

Hello @RobWilk,

That very well may be the case in this situation. I am glad that the balance is now correct, at least. Have a great day!

-Coach Jon