Data connection problems

jelguera

so many problems syncing data are making the product unusable to me. My portfolio is with Northwestern mutual which doesn’t work since weeks ago. And my Bank of America connection fails half the time, and now brings duplicate transactions, misses some altogether so balances never match. In short, there is nothing usseful I can do after many many months of effort in setting up accounts, reminders, etc. Lots of effort and money gone for naught. Very dissapointed.

Coach Aldair

Hi @jelguera,

I’m sorry to hear about the ongoing issues and the frustration they’ve caused, especially after all the time and effort you’ve invested in setting up your accounts and reminders.

To help us address each issue effectively and keep the Community organized, please create a separate post for each issue and include as much detail as possible about what you're experiencing. This will allow us to follow the appropriate troubleshooting steps for each problem.

You can find more guidance here: How to Post to the Community.

Alternatively, since you're experiencing multiple issues with Northwestern Mutual and Bank of America, you may benefit from reaching out to our Support team directly. They can assist with your setup, investigate the connection and transaction issues, and potentially walk you through everything in a single screen-sharing session.

You can contact Support here: https://support.simplifi.quicken.com/en/articles/5077917-how-to-contact-support

We appreciate your feedback and apologize for the frustration this has caused.

Thanks!