Simplifi does not show total value for Coinbase accounts

dtorg1955

Simplifi shows the value of tradeable crypto but does not show the total value including staked assets. For my account, Simplifi shows a total value of $8037.44. But Coinbase shows $11,332.06. That is because all of my Ethereum valued at $3,294.62 is staked so I can't sell it unless I unstake it. But Simplifi should report the total value.

Coach Natalie

@dtorg1955, thanks for reaching out to the Community with this issue!

Since it sounds like the holdings in question are cryptocurrency, I can confirm that seeing incorrect values is a known issue. While the issue is being worked on, you can follow our Alert for updates:

https://community.simplifimoney.com/discussion/12291/ongoing-04-30-25-coinbase-oauth-migration-causing-incorrect-portfolio-display

We also have a longer thread from when this issue first started that you may be interested in checking out:

https://community.simplifimoney.com/discussion/12277/coinbase-account-holdings-not-accurate

If you'd like to have the values and holdings display accurately in the meantime, you can do so by tracking the account manually. Here is our article on making a connected account "manual": https://support.simplifi.quicken.com/en/articles/5321064-switch-a-connected-account-to-manual-mode#h_d9c41566d8

And this article goes over adding and editing holdings in a manual investment account: https://support.simplifi.quicken.com/en/articles/4474538-tracking-investments-in-quicken-simplifi

I hope this helps!