Incorrect 'other investment' value in Accounts List (edited)

Steve574

Values in the Accounts list aren't updating correctly again.

1. 'Other' investments show incorrect value for Crypto and if you click on it you get the correct value.
2. Under Investments, my 401k shows the CORRECT value but if I click on it, I see an incorrect value.

Coach Jon

Hello @Steve574,

Thanks for reaching out! To better assist us with understanding your situation, could you let us know if these accounts fall under the same financial institution or multiple different ones? Additionally, are these accounts connected or manual accounts in Quicken Simplifi?

Thanks,

Coach Jon

Steve574

https://community.simplifimoney.com/discussion/comment/38341#Comment_38341

The 401K is connected to Fidelity. On the 401K, it shows the correct balance in the accounts list but when you click on that account, the Market Value is wrong and hasn't updated in awhile. The Balances tab shows the correct value. I know there are issues with Fidelity so maybe it's ok now that I know what it's showing.

The other account is a manual account for crypto. I really can't figure out what values it shows. The accounts list shows one number, the Market Value shows another and the balances tab shows another. The difference between Market Value and Balance can be +/- $10,000.

-Customer Steve

Coach Jon

Hello @Steve574,

Thanks for the reply! How are you tracking your crypto account? What ticker symbol are you using? Here is a good article on tracking crypto in Quicken Simplifi, if this helps with your understanding: https://help.simplifimoney.com/en/articles/7919674-tracking-cryptocurrency-in-quicken-simplifi

For your Fidelity account, have you tried resetting the connection to see if the balance updates successfully? https://help.simplifimoney.com/en/articles/4857199-how-to-reset-your-account-connections

Let us know!

-Coach Jon