Amount sign reversal on transactions With Interactive Brokers

mwyatt9214

https://community.simplifimoney.com/discussion/10356/amount-sign-reversal-on-transactions-with-interactive-brokers

This thread is closed but I am having the same issue as Rock Lee. I would like to see how I could get it resolved

Coach Kristina

Hello @mwyatt9214,

Thank you for reaching out! To start troubleshooting, please make the account manual, then add and link the account. To make the account manual, please follow these steps from our article on making accounts manual:

Switch a Connected Account to Manual

1. Click the Settings (gear) icon in the upper-right corner.
2. Select Accounts.
3. Locate the individual account you want to convert to a manual account.
4. Click the three-dot menu next to the account.
5. Select Make Manual.
6. Click Make Manual again to confirm.

Once the conversion is complete, the account will appear in the Manual Accounts section.

To add and link the account, please follow these steps from our article on adding accounts and our article on linking accounts:

Adding a Connected Account

1. From the Dashboard, click + New next to the Account List.
2. Search for your financial institution and select it.
3. Review the consent message and click Continue.
4. Enter your financial institution credentials and click Connect.
5. Review the accounts found. For each account, Quicken Simplifi displays:
   1. Account Name
   2. Account Type
   3. The action Quicken Simplifi will take for that account.
6. 
7. Open the Action drop-down menu and select the existing account you want to link to the account found at the financial institution.
   1. Important: If you leave Action set to Add as New (No Link), Quicken Simplifi will create a duplicate account.
8. Ignore accounts you don't want to add
9. If there's an account you don't want to connect, uncheck the box next to it.

Please let me know how it goes!