Balance with pending is incorrect

bintalbalad

Another user pointed this out earlier this month. I have several accounts with incorrect negative balances and pending amounts that I am unable to identify among my recurring or scheduled transactions.

Coach Jon

Hello @bintalbalad,

Thanks for reaching out to the community! Generally, Quicken Simplifi is designed to count pending transactions toward your balance; this includes manually entered pending transactions with the current or a prior date, as well as downloaded pending transactions.

Per our 'How to Resolve Balance Discrepancies' article, If you notice a difference between your bank balance and the balance Quicken Simplifi shows for a connected account, there may be two possible causes: pending transactions or downloading the wrong balance. You can visit this article to follow the troubleshooting steps here: https://help.simplifimoney.com/en/articles/4202003-how-to-resolve-balance-discrepancies

Let us know how that goes!

Thanks,

Coach Jon