Principal 401K balance value always behind by 2 days

rjg5060
rjg5060 Member ✭✭
edited January 22 in Adding and Updating Accounts

[removed]

I recently noticed that in Simplifi my Principal 401K balance is always 2 days behind the actual balance value.

For example, on Wednesday I would expect the balance to reflect the end-of-day balance on Tuesday. But instead it shows Monday's end-of-day balance. This is the case for each day of the week, including weekends (Friday's end-of-day balance doesn't show until Sunday).

This is a newish issue as I know that recently balance values were more timely and reflected the previous day's end-of-day value.

Note that my Principal 401K value always successfully updates in Simplifi - there is no problem with connection and account update. The issue is strictly that the balance is always behind by 2 days.

Can this be researched and fixed? Thank you.

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  • Coach Jon
    Coach Jon Moderator admin
    edited January 22

    Hello @rjg5060,

    Thank you for reaching out! We will most likely need screenshots showing the balance from both the bank's side and how it is currently showing in Quicken Simplifi for comparison. I would also have you try the following steps to see if this fixes the issue you are seeing:

    • 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 this goes!

    -Coach Jon

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