Guild Mortgage Positive Balance (edited)

hokieskier
hokieskier Member
edited October 23 in Adding and Updating Accounts

All of a sudden my Mortgage with Guild is showing up as a + Number, not a negative. Since it is a liability it should be -, like the rest of my liabilities. Can someone pls look into the API?

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  • Coach Jon
    Coach Jon Moderator admin

    Hello @hokieskier,

    Thanks for reaching out! To clarify, does the balance match what your bank's website shows? If not, I would see if establishing a fresh connection by making the account manual and re-linking fixes the issue. The instructions to do that are:

    • Make all of the accounts with the bank manual by following the steps here.
    • Once you see the account(s) listed in the Manual Accounts section under Settings > Accounts, go back through the Add Account flow to reconnect to the bank.
    • If the connection is successful, carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.

    Let us know how that goes!

    -Coach Jon

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