Historical Balance Import not working for loans

UrsulaA
UrsulaA Superuser ✭✭✭✭
edited March 15 in Report a Bug

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

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭

    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

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭

    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

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    edited February 14

    @UrsulaA, a fix is expected to go out to mobile today or tomorrow. 🙂

    -Coach Natalie

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭

    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

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭

    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

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @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

This discussion has been closed.