RoundPoint Mortgage Sync Issue - amount not updating, reset causes $0 balance (edited)

TaWa

Good Afternoon team! Having an issue with the RoundPoint Mortgage connection where the loan amount is not updating when synced. If I reset the connection, the amount then goes to 0 and if I remove and re-add the account, it pulls the proper number.

Interesting note: When I reset the connection, I do see the proper number but it tries to add a new account versus update the existing. Linking causes the number to drop to 0. Thanks!

Coach Jon

Hello @TaWa,

Thank you for reaching out! This certainly sounds like a peculiar issue. Can you share a screen recording showing the behavior when you try to reset the account? This will help us narrow down what may be happening here. You may feel free to DM me this information if you prefer.

Additionally, can you clarify how long you have noticed the balance has stayed the same without updating? Your accounts will automatically refresh when you sign into Quicken Simplifi; however, Quicken Simplifi will only connect with your bank for new transactional and balance data once every 4-6 hours. Has your account gone more than 24 hours without updating previously? Let us know!

TaWa

Hey @Coach Jon, thanks for the quick response! This has been going on since I got the account to connect from the thread here:

https://community.simplifimoney.com/discussion/13273/stuck-at-roundpoint-039-s-2fa-edited

I was giving a few months as I can only "test" once a month due to this being a monthly payment when the account balance should update. I will try and get a recording of this as I currently have a 0 balance after reset and should be able to show there is a balance before linking. Thanks!

Coach Jon

Hello @TaWa,

Thanks for the reply! Let us know when you can provide that screen recording! As I said before, you may feel free to DM me this information if you prefer.

Coach Jon

Hello @TaWa,

Thank you for the DM and screen recording! Let's see if the following steps work to resolve the issue you are experiencing. Since this is a bank that uses an OAuth connection type, I am wondering if the user token may have expired. Please try these steps:

1. Navigate to the bank's website, sign in, and then remove Quicken's access from the bank's third-party linked apps.
2. Make all of the accounts with the bank manual by following the steps here.
3. 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.
4. 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 how this goes!