Importing Account Balance For Connected Liability Accounts
I am trying to import historical balance CSVs which came from Mint. For all of my asset accounts this process works great, but when attempting to import a historical balance CSV for any of my connected loan/liability accounts, those accounts do not appear in the list of accounts to select for importing historical balance (Only assets and investment accounts show up).
Chat support indicated the reason for this is that they are connected accounts, but so are all of my asset accounts, which worked for importing historical balance CSVs just fine. Am I missing something?
Comments
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Hello @kilo23,
Thanks for posting to the Community! I would suggest initiating the import from a different account and see if you can select the loan account from the dropdown menu.
Select a different account for Step 2 in the instructions above & then see if you can select the loan account for Step 5.Thank You,
Coach Jon
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That's a good idea Coach Jon but the loan accounts don't show up in the dropdown menu in Step 5…
I can add a manual account, and then mark it as a liability account, and I can import my historical balance into that, so I'm not sure why this isn't allowed on linked liability accounts.
I can see how importing transactions to a liability account might be a different thing than asset transactions - but we are just talking about historical balances not transactions.0 -
@BobN, thanks for giving that a try!
We found an employee who has connected loan accounts in Quicken Simplifi and they are also seeing that the accounts are missing from the list of accounts when importing balance history. Although connected loan accounts don't support transactions (as you mentioned), you should definitely be able to import balance history into them. We got this issue escalated and will let you know when we hear back.
-Coach Natalie
SIMPL-20097
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New user here also coming over from Mint. I too am unable to import balance history for my liability accounts. Any update on this?
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Hello @Natalie,
Welcome to Quicken Simplifi! We haven't seen any updates on this ticket yet. I recommend bookmarking this thread since we'll post updates here, once we hear back. If you don't see the option to bookmark the thread, please make sure you're logged into the Community.
Thank you!
-Coach Kristina
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Hey everyone, a fix for this issue is expected with the
4.7.04.8.0 Web Release.Thanks!
-Coach Natalie
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In the web version of Simplifi, when I try to use the Import Historical Balance tool (from CSV file), my home and vehicle loan accounts do not appear as options for accounts to import to.
The primary account I'm looking for is called "Mortgage (Refinanced)", so I'll choose that as my one issue, but this also applies to "Inactive Original Mortgage" and two vehicle loans. These account balances show up in March and April in my Net Worth report, but there are no entries for previous months. (I joined Simplifi in March.)
"Mortgage (Refinanced)" is through UW Credit Union as the bank.
How do I import historical balances for "Mortgage Refinanced" (and similar accounts)?
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@Neubadger, thanks for reaching out to the Community!
As you can see from the above discussion that I merged your thread with, this issue has already been escalated. At this time, a fix is expected with the 4.8.0 Web Release. You can follow along here for any further updates.
I hope this helps!
-Coach Natalie
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Hey everyone, this issue should be fixed now. 🎉
-Coach Natalie
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Per Coach Natalie's post above, today I was able to use the Import Historical Balance tool for my mortgage. This seemed to work smoothly, but I've now discovered a new issue.
On my dashboard, my mortgage shows up with the correct/current balance. On my Net Worth Report, I can now see the historical balance values that I imported. However, the current value of the mortgage shown is wildly off (and notably positive).
When I imported historical balances, I did include two dates from after my Simplifi account creation: 3/31/2024 and 4/30/2024. I'm wondering if that's the cause of my issue, but I don't know how to fix it. How do I resolve this issue? Am I the only one seeing this?
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(This is the image associated with the post above.)
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@Neubadger, the issue you're reporting has been moved to a new thread:
-Coach Natalie
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