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Incorrect bank balance/transaction sync completely screws up projected cash flow (edited)

everydave

Exactly the same issue as I raised back in in December, which was the same issue that I raised in September before that:

https://community.simplifimoney.com/discussion/10591/incorrect-balance-from-bank-causes-incorrect-projections-edited

It had actually happened again a few months ago, but then seemed to fix itself. Now it's back.

When this happens, the projected balance is worse than useless, as it gives false information and I'm left to not only notice that something "isn't quite right" but then I have to go log into my bank account to see what transactions align with the balance that Simplifi is showing. The whole point of products like Simplifi is so I don't have to log into multiple accounts…

The balance projects was the key feature that had me choose Simplifi over others. As my 1 year date approaches I'm going to be forced to look for alternatives, not only because this feature doesn't seem to be working, but it seems that Simplifi seems technically unable to maintain this functionality, which is boggles as it's a simple math problem at the end of the day…

Is there any further guidance on why this issue keeps coming up? Please see my previous two issues that I reported on this as they have ALL the relevant details, it's very literally the exact same problem.

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Comments

Coach Jon

Hello @everydave,

Thanks for reaching out! I can see from the thread you linked that the previous issue we reported was resolved, as confirmed by you as well. To help us understand the issue currently impacting you, can you give some details on what is specifically happening now? Is the issue still with Mountain America Credit Union, or is it another bank? Did you try establishing a fresh connection, making the account manual, and re-linking as well to see if that fixes the current issue? The instructions to do that are:

Make all of the accounts with the bank manual by following the steps here.
Once you see the account(s) listed in the Manual Accounts section under Settings > Accounts, go back through the Add Account flow to reconnect to the bank.
If the connection is successful, carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.

Let us know!

-Coach Jon

everydave

Jon,

It’s the same bank, the same account, as I stated, it’s the identical issue. No, I did not go through the process of reconnecting the account becuase as stated in the previous issues, that has never resolved the issue becuase it has nothing to do with the connection.

With all do respect, this is a math problem: Simplifi is getting the updated balance, so it’s clearly not a fundamental connection issue. It seems to be that it’s not getting transactions at the same time, so possibly a secondary connection issue (though why it would get balance updates but not transactions at the same time would be a question for your integrations/aggregator team). But none of that should matter:

If a balance comes from a bank that is different than Simplifi has on record, but there is no transactions that account for that balance change DON’T UPDATE THE BALANCE. Or at the very least note the discrepancy, or attribute it to a remainder, or ask to attribute it to a remembered, especially if the difference in balance is the same as a reminder. Why is this so hard?

I’ve spent 10s of hours trying to troubleshoot this with and for you all in the past, but the fact that your first response is for me to reset the connection is ridiculous when it’s an identical issue that is not only clearly a regression, but this has been officially acknowledged and addressed in previous releases. If you would like me to try something new, I’m happy to, but you asking me to provide all the same information and try all the same things that I have tried before, and have reported on before in the noted previous reports will accomplish nothing but waste both of our time.

If you’ve got something completely new for me to try, I will, but I’m done giving you any more of my time rehashing the same steps over and over again to fix a problem you all know about and supposedly solved in the past.

Coach Jon

Hello @everydave,

I can definitely understand your frustration with this issue. In order to review an issue for escalation, all troubleshooting needs to be completed, regardless of how many times the issue has occurred in the past. You are welcome to contact Chat Support if you'd like to try a different support channel, though they will likely have you try the same troubleshooting methods.

I hope this makes sense!

-Coach Jon

everydave

Nope. you have all the information you need. We’re this a 2nd instance in short order I’d be on board (and was…you’ve got the record of how helpful I was then). The fact that I can tell you with 100% certainty that it is the same issue, presenting in the same way, for a 3rd time and that this is meaningless to you/Simplfi pretty much tells me all I need to know about how seriously Simplifi is taking this issue.

If you all don’t care, I can’t care for you.

Coach Jon

Hello @everydave,

I am sorry that you feel this way. However, without troubleshooting again, we will not be able to get this issue escalated. As I said previously, you are welcome to contact Chat Support if you'd like to try a different support channel.

-Coach Jon