Bank Balance Fluctuates Constantly

Paul P

Hi — my balance (connected to my bank) is fluctuating constantly, regardless of any new charges or pending charges cleared. Is there a way for me to disconnect and just update manually, like balancing a checkbook? I'd like to reconcile the balance but I can't figure out how to do that. Otherwise, it's inaccurate and not helpful. Thanks.

Coach Natalie

@Paul P, thanks for posting regarding this issue!

I'd suggest taking a look over the information outlined here to troubleshoot balance discrepancies in Quicken Simplifi: https://help.simplifimoney.com/en/articles/4202003-how-to-resolve-balance-discrepancies

If you'd like to track the account manually instead, you can turn it into a manual account by following the steps here: https://help.simplifimoney.com/en/articles/5321064-how-to-make-an-account-manual#h_8ccbaa06e5

You can then manually add your transactions by following the steps here: https://help.simplifimoney.com/en/articles/5321064-how-to-make-an-account-manual#h_8ccbaa06e5

Let us know what works for you!

-Coach Natalie