Northwestern Mutual balance doesn't appear in the Accounts List (edited)
The balance that appears in the account list on the left doesn't match the market value of the account
Comments
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Hello @Jeannette,
Thanks for reaching out! In the case of Investment accounts within Quicken Simplifi, the balance shown for connected investment accounts in the Account List is provided by your financial institution and may vary based on when the account was last refreshed and when share prices are updated. In contrast, the balance in the Investments tab reflects the market value of your holdings using the most recent share price data.
I hope this helps clear up any confusion! We do have a great idea post requesting the ability for more consistent investment balances across the application as well, that you can vote for and follow for updates:
-Coach Jon
-Coach Jon
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