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Manual brokerage account balances not updating in the Accounts List unless a change is made (edited)

6yRgneud

If you have a manually tracked brokerage account, the account value of brokerage accounts on the “Accounts” and “Net Worth” pages will never be updated to reflect the current value (unlike the “Investments” tab). The only way to update the amount of these accounts shown in the “Accounts” and “Net Worth” pages are to update the holdings in the brokerage account even if there are no actual changes in holdings (which refreshes the current value).

I would like to see an update where the value of the accounts for purposes of the “Accounts” and “Net Worth” tab use the value of the account from the “Investments” tab so that they are in sync and up-to-date. The up-to-date information is already available in the “Investments” tab, the account value just needs to be linked to the other tabs (accounts and net worth).

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Coach Aldair

Hello @6yRgneud,

Sorry for the trouble you're experiencing with the brokerage account balance. To help us take a closer look, could you please try the following:

Make sure Quicken Simplifi is fully updated to the latest version.
Make sure your device's operating system is fully updated.
Sign out of Quicken Simplifi and sign back in.
Check whether the same behavior occurs on the Quicken Simplifi web app.

These steps are only to make sure whether this is an easy troubleshooting step or an idea that could help us improve your experience.

If by any chance the issue persists, please provide screenshots showing the main issue so we can try to replicate your steps. Make sure to cover any personal information.

Thanks!

6yRgneud

Thank you. Confirmed that the app is up to date (updated today) and I am on the latest operating system on mobile and desktop. I have tried signing out and in but it is still an issue that happens both on mobile and desktop. Attached are two photos for the same account. The first is on the “Accounts” page showing an old account value and the second is the “Investments” page showing the more up to date account value.

Coach Aldair

Hello @6yRgneud ,

Sorry for the confusion here! According to our documentation, the Accounts List balance for manual investment accounts is updated during nightly aggregation, while the Investments tab displays the real-time balance. You shouldn't need to make a change to the holdings to force the Accounts List balance to refresh.

https://support.simplifi.quicken.com/en/articles/5167335-how-do-my-investment-balances-update#h_065e6afe7a

Could you let us know whether the Accounts List balance updates after the next nightly aggregation? If it does not, please send us screenshots of the Accounts List and Investments tab showing the different balances so we can take a closer look.

There is also an existing Idea requesting more consistent investment balances across the app, where you can add your vote and feedback:

https://community.simplifimoney.com/discussion/6556/investment-balances-should-be-consistent-across-the-app

Thanks!

6yRgneud

Unfortunately the balance did not update with the overnight aggregation. Attached is a screenshot of the balance, showing the exact same amount from yesterday afternoon.

Coach Aldair

Hi @6yRgneud,

Thanks for providing those additional details and the screenshot. Since the balance still isn’t updating after completing the troubleshooting steps and the overnight update didn’t help, we’ll need to have our Support team take a closer look on their end.

Please reach out to our Support team directly for more advanced assistance. They have the tools available to investigate the account data and report the issue to the appropriate team if needed:

https://support.simplifi.quicken.com/en/articles/5077917-how-to-contact-support?

Thanks!

6yRgneud

I did and the support team said that I would need to manually update the holdings every day (even if the holdings themselves haven’t changed) to reflect the updated account value. It’s because of that that I am posting here.

Coach Aldair

Hi @6yRgneud,

Thanks for following up and for letting us know what Support advised. I’m sorry for the confusion and for the incorrect information you were given regarding how the balance updates.

I’ve reviewed the information you provided and forwarded this to our leadership team so they can follow up with you directly and continue working with you on the issue.

Thanks!

6yRgneud

Thank you. I just wanted to circle back because nobody has reached out yet. Will there be somebody reaching out soon?

Coach Aldair

Hi @6yRgneud

I've sent you a direct message. Please check your DMs.

Screenshot 2026-10-08 at 10.16.01 AM.png

Thanks!