Hi,
My Chase credit card balance in Simplifi is showing nearly $7,000, but in reality it's like $1,200…?
How can I fix this?
Do you have a significant amount of pending charges?
-The "Current balance" I see when I look at my Chase credit card on the web does not include any pending charges.
-But in Simplifi the account is set to "Balance w/ pending" and so it also includes downloaded pending charges.
Could that be what's causing the mismatch in your case?
@cowboydude99, thanks for reaching out to the Community with this issue!
I'd recommend following these steps to establish a completely fresh connection with Chase and gain a new access token, to see if doing so clears up the balance issue you're seeing:
Let us know how things go!
Hello @Coach Natalie , will that wipe out all of the transaction categories and notes I've assigned?
One more thing - the new transactions are still showing up. Not sure if that changes things.
No- the balance was pretty high, but it doesn't look like it registered my payment (made last week). I see the card payment in Simplifi, just like all other payments prior.
@cowboydude99
I see the card payment in Simplifi, just like all other payments prior.
Do you see the card payment in the Chase credit card account in Simplifi? Or is it only showing up in your bank account?
If you see it in the credit card account, is it pending or cleared?
If it is pending, is the account set to show "Balance w/ pending"?
Has the account in Simplifi updated recently?
(I ask all these questions to try to get a handle on why the payment isn't affecting the balance shown in Simplifi.)
I see the payment in the Chase account in Simplifi.
I reconnected using @Coach Natalie 's instructions.
The balance changed… it's still over by $4,000? Not sure what's up.
When I connected the account again, it showed the proper balance of around $1,500.
In Simplifi - you can see the balance with the pending charges.
Under the pending section, there's no where near that amount:
@cowboydude99, thanks for giving those steps a try and posting back!
You might consider waiting for the next successful refresh with the bank, which will be available 4 hours after the last connection (which occurred when you followed the steps), to see if things clear up on their own then. I recommend this because I believe there has been discussion in the past about Chase and pending transactions specifically, and, if I remember correctly, the next refresh resolved the issue.
If the issue is not resolved, the next best step would be to contact our Support team directly for more advanced assistance, as they may need to review the case for escalation. https://support.simplifi.quicken.com/en/articles/5077917-how-to-contact-support
Please post back with your findings in case it helps other users!
Just guessing here … But by any chance is the amount shown as pending in the tooltip (4618.86) minus the amount of pending transactions (61.60) equal to the amount of the recent payment you made? That would indicate that it is counting, but not showing, the payment.
The balance shown on the account minus the tooltip pending = the proper amount on the Chase website. I chatted with support. They said to wait until Monday.
Using the 'bank balance' view, the proper amount is there (no pending included). I'll post back Monday. Thanks all.
The balance shown on the account minus the tooltip pending = the proper amount on the Chase website.
That's good. But I was trying to figure out why the tooltip pending amount is so different from the amount of the pending transactions you actually see listed in Simplifi. The difference is $4,557.26, and I was wondering if that corresponds to any known amount.
