Allow a manual update of the balance on manual accounts (edited)

the important point here is that an asset account can have a change in value due to a transaction or due to a change in the asset value. seems to me that manual accounts would be either a cash balance account (transaction updates) or an asset account (asset transactions and asset marking changes)

If I have an error I cannot find, I create an uncategorized adjustment transaction to fix it, and give it the tag "adjustment". I hide it from reports and spending. By giving it that tag, I can search through transactions and find any adjustments I've made over time if feel I need to do that. I would definitely rather know where the error occurred and fix that, but with just getting started in Simplifi I'm not going back 3 years to try to find a $3.26 mistake in my Apple Card account after importing 36 months of transactions via .csv one month at a time. 

I don't think that Simplifi could ever add manual balance adjustment. I defies the most basic premise of finance software. For those who used Quicken, recall that if you were reconciling a statement and the balance in your Quicken account didn't match the statement, if you clicked "finish" in the reconcile window Quicken created an adjustment transaction to zero out the unknown mistake. There is no other way to do it. That's how accounting works--balances only adjust with transactions. It isn't an arbitrary decision where you can just change the balance. Even with manually created accounts, the most we could hope for is the ability to adjust the opening balance, and please can we get that? I only have one manual account and I don't even see the opening balance in the register. Perhaps I set it at zero knowing that I was importing my transaction history, but why would there not be an opening balance entry in the register even if zero was entered?

I actually the same problem - but with a twist: I added a manual Mortgage, but there is no way to add a transaction to update the balance. I simply see on-screen content that says: "You may view your balances for Loan Accounts, but loan transactions are not currently supported." How are the rest of you adding a transaction to update your balances?

@Brian23 Thanks for the suggestion! I actually deleted the account, and re-added it. Now it does appear that I can add transactions. When my Mortgage payment clears this month, I'll add it, and see if that works.

Are you sure that was a manual account? I have a mortgage connected to the bank and I get the message you were getting. That one may have actually been updating automatically and you just changed it to manual.

Like BeckyBuck, I had to change an account to manual because the bank connection hasn't worked for weeks (Congressional Federal Credit Union, absolutely zero help on this issue from Simplifi help.) My checking account balance is now way, way off. I think this has to to with the opening balance, which I can't find and certainly can't change. What should I do?

It IS possible to edit manual accounts:

In the Android app, the balance of manual accounts can be adjusted by clicking on the main menu (3 bars upper left) and selecting Accounts. Scroll down to the section where the manual account is listed (Liabilities in my case, for my mortgage account). Tap on the account and then tap on “Opening Balance” below the search field. This doesn’t look like anything clickable, but it opens up a detail page where the details can be adjusted, transactions can be added (+ sign in the upper right) and searched using the filter icon.

In the web app (Safari browser, iPad) click on the Dashboard icon which shows a section to the right that lists all the accounts. You can also click on the Transactions icon which (I think by default) also lists all accounts to the right (these can be folded with the left arrow at the top in the section). Scroll down and click on the desired account. A pane will display to the right where the balance can be edited, transactions can be added, searched, etc.

you can create a transaction with the category "balance adjustment"

I upvoted this because b/c for some reason manual credit/debit accounts always seem to get messed up for me, and yes, you can add a balance adjustment but then when Simplifi suddenly learns how to add again, you have to go find it and delete it. (I always check its addition by choosing all the transactions in the account to see if it matches the balance.)

Yesterday, my UHC debit got off. I knew I was getting $10 Monday for moving 10 or more days per month. Since I play tennis 3x per week, I figure 2 hours of tennis is at least 30 minutes of walking. After 10 days of doing this, I get $10 on my debit card. (I use it to pay my court fees when I visit my rich friends at the Yacht Club!) Anyhow, I put in a future dated transaction for $10 and yesterday when it went live, it didn't update my balance. Deleting the transaction didn't work (it went down by another $10!). I only have a few transactions so I created a test account and started moving the transactions to that new account and watched as Simplifi correctly added in the new account but was all at sea in the old one. Once I moved everything to the new account, and there were NO transactions left in the old one, it showed a balance of $-10.00! How stupid is that? So I deleted the account and renamed Test Account back to UHC. Really, Simplifi, y'all must fix this!

I've noticed this behavior a lot even in connected accounts. If I put in a future payment in AmEx, it will mess up the balance when it goes live. But the next time I download, it will fix it, but we don't have that luxury in manual accounts and I have a lot of them and getting more thanks to the fact that more and more credit cards, faux checking accounts don't do downloads. I've made a mental note to try not to do a future transaction, which I hate because I love future transactions, but I think there is a problem with them.

So far thank goodness I haven't had a problem in my asset accounts. Since I still enter everything in Quicken Classic, I would know.