Add Ability to Re-Calibrate Balance in Manual Accounts

SRC54
SRC54 Superuser ✭✭✭✭✭
edited October 6 in Feature Requests

This would be analogous to the ability to force a download in connected accounts. It is needed when the balance in a manual account is incorrect because of either counting a transaction twice or not counting one at all.

This problem has reoccured periodically for several years.

It would give the user the same level of control in a manual account he now has in connected accounts.

@RobWilk pointed out that the other idea that has been around for a while is different. It would allow the user to input any balance he would like without adding transactions or an adjustment. This idea allows the user to fix immediately Simplifi's computational errors.

Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 2009
MS Money (1991-2009) and Dollars & Sense (1987-1991)

6 votes

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Comments

  • SRC54
    SRC54 Superuser ✭✭✭✭✭

    @RobWilk Is this clear?

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    MS Money (1991-2009) and Dollars & Sense (1987-1991)

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭

    got my vote as soon as i saw it, thank you for doing this.., i am on mobile phone now, sorry for not doing it myself..


    Rob Wilkens - RobWilkens.com

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭
    edited October 4

    they could put time limits on this, like once per hour max, if they were worried about overload..


    Rob Wilkens - RobWilkens.com