No updates to manual account balance
I have a number of Treasury Direct accounts with savings bonds that I am trying to add to Simplify to track my financial picture. I've added them as CD's that are manual, however, when I add the manual transactions for the purchase of the I-Bonds, there is no update to the manual account balance despite the transactions showing as reviewed. What am I doing wrong?
Best Answer
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Hello @MikeK83,
Thanks for posting your inquiry to the Community!
To clarify, what type of account are you adding the transactions in question to? If you chose "CD" for the account type, the account should be listed under 'Savings', and manually adding transactions is how you would manage the balance on the account. However, if you chose an 'Investment' account type, and you're adding Investment Transactions specifically, these won't impact the balance on the account in any way.
For more details on balance discrepancies, including how manual account balances are calculated, please see here. And for more details on Investment Transactions, please see here.
Please let us know so we can best assist!
-Coach Natalie
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