RoundPoint Mortgage Sync Issue - amount not updating, reset causes $0 balance (edited)

Hello @TaWa,

Thank you for the DM and screen recording! Let's see if the following steps work to resolve the issue you are experiencing. Since this is a bank that uses an OAuth connection type, I am wondering if the user token may have expired. Please try these steps:

1. Navigate to the bank's website, sign in, and then remove Quicken's access from the bank's third-party linked apps.
2. Make all of the accounts with the bank manual by following the steps here.
3. 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.
4. 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 this goes!

Hello @taylorbeak,

Thanks for reaching out! I would have you also try the steps I posted previously to see if they work in resolving the issue you are seeing:

1. Navigate to the bank's website, sign in, and then remove Quicken's access from the bank's third-party linked apps.
2. Make all of the accounts with the bank manual by following the steps here.
3. 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.
4. 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!

Hello @TaWa,

I apologize for the confusion. Can you try the steps without the previously mentioned step 1? Let us know how this goes!

1. Make all of the accounts with the bank manual by following the steps here.
2. 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.
3. If the connection is successful, carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.

Hello @TaWa,

Thanks for the update! I am glad that you were able to get the balance to show correctly, at least. If you do notice the balance not updating again after the next payment, be sure to let us know so we can continue troubleshooting at that time.

Hello @taylorbeak,

Thanks for the reply! Can you provide the following information to better assist us? Feel free to DM this information if you prefer.

• The name of the account in question, as it appears in Quicken Simplifi.
• The name of the account in question, as it appears on the bank's website.
• A fresh screenshot of the balance for the account in Quicken Simplifi.
• A screenshot of the balance displayed on the bank's website for comparison.
• A screenshot of the Accounts Summary page from the bank's website that has a wide enough scope to show the full page URL. This is the landing page after signing in, and typically lists all accounts and balances. You will want to take this from a web browser and not a mobile browser, as well as redact any private info such as account numbers.

We will also need logs to be sent:

1. Log in to the Quicken Simplifi Web App.
2. Select Profile from the left-hand navigation bar.
3. With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
4. Leave all boxes checked, add a brief description of the issue, and then click Send.

Hello @TaWa,

Thanks for the update! We will still need the previously requested information in order to troubleshoot further.

Please let us know when that can be sent over. Feel free to DM me this information if you prefer.