Net worth import fixed for investment & loan accounts in web but not in mobile (edited)
Comments
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I opened a support ticket about this and was told the mobile app is being worked on. The fix will be incorporated in the next mobile app version. Check your app store for updates, the new version is not available to me yet on my Android 10 phone.
See post below for more
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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@Hari Palat, thanks for posting!
I think the fix should have gone out to mobile, but yes, please let us know if you still see an issue after version 4.18.1 has been installed.
-Coach Natalie
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Hi @Coach Natalie , I have mobile iOS 4.18.1 version installed. Still I see the gap.
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@Hari Palat, thanks for letting me know!
I confirmed that the fix should have been deployed to mobile on Wednesday. Can you try a full uninstall/reinstall of the app to see if doing so clears things up for you?
If the issue persists, please provide the following details for an escalation:
- Confirm if the issue is impacting the Net Worth Report, the Investments: Balances, or both.
- The name of the Investment and/or Loan accounts, as they appear in Quicken Simplifi.
- A screenshot of the Net Worth Report and/or Investments: Balances from the Mobile App.
- A screenshot of the Net Worth Report and/or Investments: Balances from the Web App for a comparison.
- The Make, Model, and OS of your mobile device.
Please also submit your logs via the 'Send Feedback' option:
- Log into the Quicken Simplifi Web App.
- Select Profile from the left-hand navigation bar.
- With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
- Leave all boxes checked, add a brief description of the issue, and then click Send.
-Coach Natalie
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@Coach Natalie - sent you info via DM. Logs are submitted too.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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@UrsulaA, thanks!
I got a ticket filed for this and I will let you know when we hear back.
-Coach Natalie
SIMPL-19772
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I sent as well as DM.
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I am also having this problem. Net Worth reports on mobile are missing imported history for investment balances only. It shows correctly on web version but missing on mobile. I’m on IOS 17.3.1 with Simplifi app version 4.18.1.
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If you want to be added to the ticket, share the information outlined below with a Coach. You can send a dm via the community.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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@Hari Palat, thanks for the DM!
When reviewing the screenshots you provided via DM, it's not clear where the issue lies, nor is it a direct comparison between mobile and web. I see that you circled "Brokerage" and "Retirement" on the Mobile App, but I don't see this same data from the Web App, nor are the names of the accounts displayed, which is what was requested for #2.
Please provide a clearer outline so we can add you to the ticket. 🙂
-Coach Natalie
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ok Natalie.
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Hi @Coach Natalie , You are adding more work. 😀. This time I extracted everything into a PDF document and send you everything including web feedback log.
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@Smile and Dance - the mobile fix is still being worked on. You can be added to the ticket by providing the info above.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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@Hari Palat, sorry! We just have to be able to clearly document and outline the issue in order to report it. I did get you added, though — thanks for the new data, it was perfect.
I'll keep everyone informed of any updates. 🙂
-Coach Natalie
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Thanks @Coach Natalie !
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Hey everyone! A fix for this can currently be expected with the
4.19.05.0.0 Mobile Release.-Coach Natalie
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Thanks so much! I expect to see the fix in 2-3 days as the app stores need to approve the new release.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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@UrsulaA, to clarify, 4.19.0 hasn't been released yet; they're just working on things, but no ETA on a release date yet. I'll touch base again once it's out. 🙂
-Coach Natalie
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Thanks - I remember the release shows up in the app store about 2-3 days after you announce it being ready in the Community.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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@Coach Natalie @Coach Jon - is this fix coming up with the 5.0 release? @Hari Palat , other users, and me are curious. Thanks!
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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Yes, the fix is still expected with the 5.0.0 Mobile Release. Still no ETA on a release date, though.
I'll keep you all posted!
-Coach Natalie
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Thank you all!
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Just wanted to see if anyone else has this issue. I uploaded my networth history from mint and the web shows everything correct. However on the mobile app it shows incorrect. With several historical months blank on the app. But again, correct on the web.
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The mobile app has a bug that is being worked on. Investment accounts and loan accounts do not display balance history properly in the mobile app. More on the discussion below.
[removed link to merged thread]
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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Got it thanks!
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(you would also think that when I spoke to support they would have known about this bug)
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Ursula is better than support, and they're not on the payroll. They also have very little information that the average user doesn't have, they're just more organized.
I'm neither on the payroll nor am i organized (I have schizophrenia=disorganized thinking, see ).
-Rob
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Rob Wilkens3 -
I guess this mobile app bug isn't affecting me… net worth same in both mobile and web apps. Of course, I don't have a very complex finance.
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer0
