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Issues with creating/adding Assets to track
tapierce
Member ✭✭✭
I recently added my vehicle as an asset to Simplifi and have discovered several bugs during the process.
To create the asset I went into the iOS app, settings/accounts and +add in upper right corner. Then at the bottom of the page click "Add manually". Enter account name, select account type of "Vehicle", enter a value for the vehicle, and save.
Here are the issues I discovered:
1. When viewing the new asset in my list of accounts from the main menu it shows as having a value of $0.00 although I had entered a value for it when I created it.
2. When you go into settings/accounts under "Unconnected Banking Accounts" the asset is listed as "Real Estate" instead of "Vehicle" which I selected when creating it.
3. When editing the account from settings/accounts and clicking on the drop-down menu for account type, there are no Assets listed to choose from (real estate, vehicle, other assets) so it cannot be updated correctly.
4. Also when editing the asset from settings/accounts there is no option to update the value of the asset (which will obviously change over time).
5. When viewing the new asset in the WEB VERSION of Simplifi under Accounts on the Dashboard it shows the value correctly. However, it's listed as "Real Estate" here too.
6. All the rest of the issues above also apply to the web version of Simplifi.
I'm sure this is considered a low priority issue but hopefully it will get fixed in the near future.
To create the asset I went into the iOS app, settings/accounts and +add in upper right corner. Then at the bottom of the page click "Add manually". Enter account name, select account type of "Vehicle", enter a value for the vehicle, and save.
Here are the issues I discovered:
1. When viewing the new asset in my list of accounts from the main menu it shows as having a value of $0.00 although I had entered a value for it when I created it.
2. When you go into settings/accounts under "Unconnected Banking Accounts" the asset is listed as "Real Estate" instead of "Vehicle" which I selected when creating it.
3. When editing the account from settings/accounts and clicking on the drop-down menu for account type, there are no Assets listed to choose from (real estate, vehicle, other assets) so it cannot be updated correctly.
4. Also when editing the asset from settings/accounts there is no option to update the value of the asset (which will obviously change over time).
5. When viewing the new asset in the WEB VERSION of Simplifi under Accounts on the Dashboard it shows the value correctly. However, it's listed as "Real Estate" here too.
6. All the rest of the issues above also apply to the web version of Simplifi.
I'm sure this is considered a low priority issue but hopefully it will get fixed in the near future.
~Terry
"To err is human, but to really foul things up you need a computer." ~ Paul Ehrlich
"To err is human, but to really foul things up you need a computer." ~ Paul Ehrlich
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Comments
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Hello @tapierce,
Thank you for taking the time to report these issues to the Community, although I'm sorry to hear that you're experiencing this behavior in Simplifi.
In regards to the issue with 'Vehicle' accounts displaying as 'Real Estate' on the Mobile App, this is actually a known issue. I would suggest following along here for any updates as they become available: https://community.simplifimoney.com/discussion/1669/vehicle-asset-type-broken#latest
In regards to being unable to change the type of the account to another asset account type, I am also seeing that all asset account options are missing from the list when editing any manual accounts from the Mobile App specifically. I have gone ahead and gotten this reported, and I will be sure to post back as soon as I receive an update.
In regards to being unable to manually update the balance of manual accounts, sadly this is not currently supported. We do have an existing Idea post requesting this ability that would be great to have your vote and feedback on! You can also follow the Idea post for any updates: https://community.simplifimoney.com/discussion/1527/ability-to-manually-update-the-balance-of-manual-accounts-edited/p1?new=1
In the meantime, you can always add transactions to the account to add to or take from the balance. You can also delete and re-add the account with the new value as needed; either of these options would work well!
Last, in regards to the account showing a $0 value on the Mobile App, where specifically are you referring to when you say "main menu" from item number 1 above? I would suggest deleting the account and then attempting to add it from the Web App to see if doing so helps to get the balance to display properly on both the Mobile and Web Apps.
Also, it looks like when adding the account from the Web App, it will correctly be listed as a 'Vehicle' account, however, it still shows as 'Real Estate' when looking at it from the Mobile App, unfortunately. But until the bug is fixed with how the account is being displayed on the Mobile App, this will at least get it to display properly on the Web App for you.
Please let me know how it goes with adding the account from the Web App! If you're still seeing the $0 value displayed on the Mobile App after doing so, please grab a screenshot and let me know so I can get it reported.
-Coach Natalie
SIMPL-100910 -
Hello @tapierce,
Thanks for your patience as we worked on the issue with Asset accounts not being listed when attempting to edit the account type on the Mobile App!
I've received an update from my Team on the escalation and it looks like a fix is scheduled for the 3.8.0 release, so please be sure to let me know if you continue to see an issue after that time.
-Coach Natalie0 -
Good to hear! I’ll keep my eyes open for it.~Terry
"To err is human, but to really foul things up you need a computer." ~ Paul Ehrlich1
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