Troubleshooting Balance Discrepency
My Schwab checking account has had a little over $250 for the last five months, and doesn't have any pending transactions. Yet, Simplifi believes that I'm overdrawn $700k. Since Simplifi doesn't track a running balance, I don't know where the discrepancy it. How do I run this down?
Comments
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If you have no pending transactions, what you are seeing is the downloaded bank balance. That sounds like a connection sync error.
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Rob Wilkens0 -
Well, I'm looking at the balance online and it says $218.92, after $.08 interest paid.
I've grown tired messing with it, so I just deleted it from Simplifi. I guess that's what makes Simplifi simple. I only used it to transfer in funds to invest with anyway. I wish Simplifi showed current and past balances.
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@lkstaack, thanks for posting to the Community!
If you ever decide to add the account back to Quicken Simplifi and want to troubleshoot any issues with it, don't hesitate to reach back out again. We are happy to help!
-Coach Natalie
-Coach Natalie
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