Incorrect Manual Account Balance
What’s the status with this issue. I can not trust the balance that it shows me which is making me overdraft.
Comments
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Does this happen to you a lot? I know it happens because I've experienced it too, but Simplifi usually resolves it within a few hours though I've seen it persist a bit longer.
I've found (though haven't documented) that it seems to happen more if I have a future dated transaction or if I have a transfer to/from a connected account and somehow when the connected side clears, it confuses Simplifi in the manual account and it will double count it for a while.
My workarounds have been to link transfers after they clear both sides and just use the generic transfer or Credit Card Payment at first. Instead of future dated transactions, I make a one-time recurring.
Here's a feature request to which you will want to add your vote if you haven't already:
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 2009
MS Money (1991-2009) and Dollars & Sense (1987-1991)0 -
@Israel, thanks for posting your inquiry to the Community!
I'm assuming you're referring to this issue:
If so, your balance should automatically correct overnight. Is this not the case for you?
I can also confirm that our product team is working on an enhancement that will allow users to force a re-sync of manual account balances. This will make the function that fixes balances overnight run on demand for an immediate correction.
Please let us know so we can best assist!
-Coach Natalie
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"I can also confirm that our product team is working on an enhancement that will allow users to force a re-sync of manual account balances. This will make the function that fixes balances overnight run on demand for an immediate correction."
That is great news. I hadn't noticed that!
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 2009
MS Money (1991-2009) and Dollars & Sense (1987-1991)1 -
FWIW, I added a new transaction to a manual account this morning and the balance immediately updated — it did not wait to be corrected overnight.
I'm not sure what events trigger recalculation, but adding a transaction did.
DryHeat
-Quicken Classic (1990-2020), CountAbout (2021-2024), Simplifi (2025-…)1
