Historical Balance Import not working for loans
For loans that track balance only, like other loan accounts, the import wizard does not allow to import balances to it. This occurs even if the wizard is launched from another account. I have a paid off loan at Marcus that I wanted to load history to.
Marcus Personal Loan does not appear on the list of accounts available.
To import the history, I created a manual account: Marcus Personal Loan Hist and made the type other credit. I imported the historical loan balances to this new manual account without issue.
Hope this post helps someone. I am satisfied with my workaround as I paid off the loan last year. I do not have a connected loan account to track.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
Comments
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The imported history for my closed loan account is displayed in version 3.99.1. Thanks Simplifi team!
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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The mobile app is still pending the fix. My historical loan balance does not display there.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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@UrsulaA, a fix is expected to go out to mobile today or tomorrow. 🙂
-Coach Natalie
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No fix on Google Play yet, looks like the app approval process is behind.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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The mobile app finally showed version 4.18.1 in the Google Play app store.
However, investment accounts and loan accounts still do not display the historical balance data. The web app works.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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@UrsulaA, thanks!
Please see my comment here and follow the steps/provide the requested info (we will track the mobile issue in that thread):
-Coach Natalie
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