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Manually added holdings with no ticker have been combined into a single holdings line (edited)

JeffCB

I have some IRA investment accounts with private investments that I have added as manual holdings into Simplifi. These investments accounts are manual in Simplifi, and thus I manually maintain all transactions, add/remove holdings, editing cash balance, etc.

Today I noticed that each of these manual investment holdings are no longer showing separately in these manual IRA investment accounts. It somehow combined all of the holdings into a single line within the Portfolio view of each investment account. When I try to edit the combined holding, it will only let me edit the holding that is displayed. Not sure how Simplifi chooses which investment to display. Thus, the other holdings are somehow hidden and can't be accessed (although their most recent value is still calculating in the investment value).

Attached are some screenshots of a manual Test account I added with some of the manual holdings. In the Portfolio view, you can see that the math of the Shares, Price, and Value doesn't work. In the second attachment, I selected to Edit that same holding, and you can see that the shares don't at all correlate with what is shown on the Portfolio screen.

Screenshot1.png

Screenshot2.png

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Comments

Coach Kristina

Hello @JeffCB,

Thank you for reaching out! To help troubleshoot, please provide more information.

When did you first notice this behavior?
What kind of IRA is this happening with (IRA, Roth IRA, SEP IRA, and/or Simple IRA)?
How soon after the holdings are added do you observe this behavior?
Does this affect only specific holdings?
- If so, which ones are affected?

I look forward to your response!

JeffCB

Thanks @Coach Kristina. Please see below.

I first started noticing this behavior with the current web version of Simplifi, although it's possible the issue could have started in conjunction with a past version (likely going back no more than 2-3 versions over the last 2-3 weeks).

The issue is occurring with multiple investment types, including Roth and Traditional IRAs. Today I also observed the behavior with regular brokerage accounts as well. The common elements of the issue relate to (1) manual investment accounts and (2) manual investment holdings that need to be manually added (i.e., not a stock ticker in the investment holdings list).

The behavior occurs immediately after adding manual holdings.

Impacts all investment holdings that are manually added to the list of investments.

Thank you for looking into it further.

Jeff

Coach Kristina

Thank you for your reply,

The additional information you provided allowed me to replicate the issue. I forwarded this issue to the proper channels for further investigation and resolution. To contribute to the investigation, please send logs.

To send logs, please follow these steps:

Log in to the Quicken Simplifi Web App.
Select the Profile icon in the upper-right corner of the screen.
With the Profile menu open, hold down the Option key (Mac) or the Alt key (Windows), and then click Send Feedback.
Leave all boxes checked, add a brief description of the issue, and then click Send.

Thank you!

SIMPL-35735

JeffCB

@Coach Kristina, that has been completed.

report created - reference id 556250436513939201

JeffCB

@Coach Kristina, it appears that this functionality is working properly again. Can you confirm it was fixed even without an updated version being rolled out?

Thanks,

Jeff

Coach Natalie

@JeffCB, thanks for the update!

The ticket is still open, but it doesn't look like anyone has picked it up yet. We can get it closed out, though, since the issue is fixed for you!

JeffCB

Please go ahead and leave it open in case there's something else they need to do to ensure the issue doesn't recur in the future.

Thanks,

Jeff

JeffCB

Please go ahead and leave it open in case there's something else they need to do to ensure the issue doesn't recur in the future.

Thanks,

Jeff