Investment Transaction Will Not Update Manually on Mobile (edited)
In Simplifi mobile on iPhone, go to Investments>Balances>Transactions. Select a transaction, make a change, and then tap Update. Nothing happens.
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I just went to my iPhone Simplifi app and selected a transaction in my IRA, changed the amount, and it updated. Then I changed it back, and it updated again.
However,
I then tried to change the amount of a dividend in my Brokerage, and it wouldn't update. I tried another one, and it wouldn't either. But I was also able to change in the Roth IRA account. So this "bug" seems to affect only the Brokerage account.
I rebooted the phone, removed the app and reinstalled it. It still wouldn't update a Brokerage transaction amount.
Then I decided to add a new transaction. That worked. I then went back to the Transaction I had tried to change and changed it from a Payment/Deposit to an Income Dividend (which it had been originally before I changed it myself last week), and that worked. I tried to change the amount. Nope. I changed it back to a Payment Deposit and that worked. I then tried to change the date; that didn't work.
So I am at a loss as to why it seems to only balk with the Brokerage account and making slight changes to the amount or the date while making bigger changes to the actions will work.
What kind of changes were you trying to make and which accounts?
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 2009
MS Money (1991-2009) and Dollars & Sense (1987-1991)0 -
@Forteleza and @SRC54, thank you for bringing this to the attention of the Community!
I was able to reproduce this issue on the Quicken Simplifi Mobile App, and I got it reported as a bug. I will post back here with updates!
SIMPL-30718
-Coach Natalie
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Thanks! It was a good catch by @Forteleza. I'm still interested in what kind of transaction and investment account you were editing.
Changing the date or amount of a downloaded transaction is not something I would usually do. and anything involved like that, I usually do with the web app.
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 2009
MS Money (1991-2009) and Dollars & Sense (1987-1991)1 -
@SRC54 It was an IRA account where I changed the Transaction type from Income Dividend to Payment/Deposit, changed the Transaction Category, unchecked the Exclude from Reports box, and then tapped Update for income reporting. This has been the standard workaround I discovered in the forums when I joined Simplifi 18 months ago. The bug I discovered last month, then waited to report to see if it would go away.
@Coach Natalie Thank you for looking into it and replicating the problem.
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That is exactly what I do with my Brokerage account except I do it in the web app. I don't change anything in the IRAs since I don't have to report any income until I distribute it. Thanks for the reply and glad that it is being investigated.
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 2009
MS Money (1991-2009) and Dollars & Sense (1987-1991)0 -
I am also having this issue on mobile (iPhone 16 pro, iOS 26.1, 5.45.0 (50801)
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I am having the same issue. Update and create transaction button on mobile does not work in any investment account.
iPhone 16 pro, iOS 26.1, 5.45.0 (50801)
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Hello everyone,
A fix for this issue is expected with the 5.46.0 Mobile Release.
-Coach Natalie
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This issue should now be resolved with Mobile Release 5.46.0! I just tested on my Android phone and the transaction saved with no issues.
Thanks to everyone who reported this!
-Coach Natalie
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@Coach Natalie I had new transactions come in for my IRA and I was able to update them on my iPhone with no problems. Please extend my thanks to the team for resolving the issue quickly. Keep crushing it!
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