[ONGOING] 1/26/24: Investment Transactions Impacting Manual Investment Account Balances

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Coach Natalie
Coach Natalie Administrator, Moderator admin
edited March 27 in Known Product Issues

We are currently seeing an issue with incorrect balances for Manual Investment Accounts in the Accounts List in Quicken Simplifi. Additionally, it appears that Investment Transactions are impacting the balance in the Accounts List when they should not be. We are working to resolve this issue as quickly as possible. We currently have no ETA to provide on when a resolution can be expected, but will post updates as soon as we do.

If you would like to be automatically notified of any updates regarding this issue, please "bookmark" this Alert by clicking the bookmark ribbon in the upper right corner.

Thank you!

SIMPL-19412 // QCS-17714

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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
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    UPDATED 2/13/24

    This issue appears to be resolved when Investment Transactions are not a factor. However, it appears that Investment Transactions are still impacting the balance for Manual Investment Accounts in the Accounts List. If you're experiencing a balance issue for your Manual Investment Account in Quicken Simplifi and have Investment Transactions entered in the investing register, please continue to follow along here for updates.

    Thanks!

    -Coach Natalie

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
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    ONGOING 3/29/24

    This Alert is still listed as ongoing, and there is currently no ETA on a resolution.

    Thank you for your patience!

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
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    ONGOING 4/25/24

    This Alert is still listed as ongoing, and there is currently no ETA on a resolution.

    Thank you for your patience!

This discussion has been closed.