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Need help resolving incorrect balance on old Discover account that was added via Capital One

CHC

Unfortunately, when I asked the Simplify AI bot how to handle the Discover to Capital One migration, it gave me different directions than what was posted in the on line board.

I created a new account for Capital One and connected it to my Capital One online account. It brought about 90 transactions into the new account that were duplicates of transactions in the old discover account in simplifi. I meticulously went through both accounts in simplifi and deleted all of the duplicates from the old discover account. The new simplifi Capital One account properly reflects the correct balance as posted online. But my simplifi Discover account is left with a balance of over -$6,000. I do not know how to resolve this.

[edited title for clarity/corrected typos]

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Coach Jon

Hello @CHC,

Thanks for reaching out! It sounds like your old Discover account is currently in a manual state, which means the account balance is the sum of its transactions.

What you could do is remove and disconnect the new Capital One account you created, and then link your Capital One account to your Discover account in Quicken Simplifi. This would bring the balance to what it is supposed to be and download newer transactions into the old account.

If you need assistance with doing this, you can reach out to the phone/chat support team to screen-share. Our help article here has the steps for reaching out: How to Contact Support | Quicken Simplifi Help Center

I hope this helps!

CHC

Thx Jon, i will reach out to your support team tomorrow.