Incorrect Balances and Savings Goals for all Manually Tracked Accounts and Assets (edited)

TiggerTrainer · January 22

https://community.simplifimoney.com/discussion/comment/64295#Comment_64295

This would not fix the Savings Goals.

ssparrish · January 22

The 'workaround' of deleting the opening balance transactions does not fix the total balance issue. It's still double what it should be.

brad_bell · January 22

I too deleted the new entries and the balances are showing as double the balance.

abud · January 22

Same problem here. Commenting to track the discussion and timing for resolution.

Randy17485 · January 22

I’m having this same issue. The workaround listed in the thread linked above under known issues is mostly useless because I am interested in fixing my savings goals, and it doesn’t work for that.

Coach Jon · January 22

Hello everyone!

Thank you all for your replies and updates. I let our product team know about the issues with the workaround. In the meantime, be sure to follow the alert while they work on a fix for this known issue. We will be sure to keep you all updated going forward!

ericksonjb · January 22

@Coach Jon - On one of my affected manual accounts, I tried your suggested fix of deleting the transaction added by Simplifi. The balance is still incorrect. It looks to be double what it should be.

This seems to be a more complex issue than simply deleting the new transaction will fix.

brancott · January 22

The amounts in my manual accounts had tripled before the temporary fix. When deleting the opening balance entries, the amounts were reduced but still doubled. Saving goal issue not corrected with workaround.

PhillipB · January 22

I don't have manual accounts, this [removed] "solution" doesn't apply. My savings goals doubled because the app created an "unknown account," that I can't access, and then make a withdrawal from that account equal to the total amount in all my savings goals. Now my spending plan is negative and I can't remove the transaction because it exists in an account that doesn't exist.

These kinds of errors are unacceptable and destroy any trust or faith in the future development of the app.

Edit: I deleted all my goals and now my "left this month" is closer, but still off by thousands -- presumably it doubled but of course there's no way to know for sure. What an absolutely astounding display of incompetence.

My entire budget is untrustworthy.

[removed]

https://community.simplifimoney.com/discussion/comment/64250#Comment_64250

eggleske · January 22

Today I linked my previous manual vehicle account to kelly blue book, however the value of the vehicle doubled. I deleted the account and tried to add again but values were incorrect .

My total net worth value is also incorrect. I am not sure where the values are stored but they are different than what’s visible/asset class.

bling · January 22

i deleted the errorenous transactions early in the morning around 8, which is apparently the "workaround". it's 4:30pm now, and the balances are still wrong and the graphs are still messed up. i really hope the graphs will get fixed as well so that we all don't have a permanent spike in the history.

xianl · January 22

The contributions for my Savings Goals also doubled overnight, and because the duplicate contributions are from an "Unknown" account, I can't even do a withdrawal to reverse the change. The temp fix didn't seem to affect this.

Ricky936 · January 22

https://community.simplifimoney.com/discussion/comment/64312#Comment_64312

I cannot trust mine either. I’m actively seeking another service and am trying to figure out if I can export my info here to another service.

This is unacceptable.

Ricky936 · January 22

It’s later today…

aariana · January 22

Same. Considering several of my accounts were forced to be made manual due to breaking integrations, this additional bug makes it entirely useless.

the exact error seems to be that accounts with an initial value of X show an additional transaction on Jan 21 of value X, and a total balance of 3X (not 2X). So when the bogus transaction is deleted, the balance is still wrong (now 2X instead of 1X).

There’s bugs and then there’s design bugs. The magical balance number makes me worry.

DryHeat · January 23

My Savings Goals looked normal yesterday, but today they have gone insane. The contributions and the amounts saved so far are inflated, and previously completed goals have reappeared and are claiming contributions.

A goal that was completed in December has reappeared and says I made a contribution in January matching the entire contributions to the goal last year. (Goal outlined in RED.)

A goal that had $2100 in it in December and should get $100/month contribution through March now says I contributed $2300 in January but have only $2300 total in it. (Goal outlined in ORANGE.)

A goal that started this month (January) with $230 contribution scheduled now says I contributed $460 in January. (Goal outlined in GREEN.)

A goal that had about $1360 in it in December and should get $170/month contribution through March now says I contributed $1700 in January and have $3060 in it. (Goal outlined in BLUE.)

A goal that had $460 in it in December and should get $230/month contribution through April now says I contributed $920 in January and have $1380 in it. (Goal outlined in BROWN.)

A goal that had $105 in it in December and should get $35/month contribution through September now says I contributed $190 in January and have $310 in it. (Goal outlined in PURPLE.)

Other observations:

I made my January contributions early in the month and have not touched the Savings Goals at all recently.

Looking back through Spending Plans for prior months, the contributions look correct but the totals contributed so far match what I see in the current month.

In the Savings Goals main page the same corrupted "Available" amounts (supposedly saved so far) appear, and Goals that have supposedly received contributions in excess of the target have been moved to the Completed Goals section.

The amount listed for Savings Goals in the Accounts list appears to be close to what the amount should be, without the bogus contributions. It's about $5000 less than the total of what the Savings Goals claim to have "Available."

The previously completed goal that reappeared now has no Year for the Target goal date and a contribution amount of zero. (See below)

What should I do to rectify this?

RobWilk · January 23

It's not just you, this was known since early morning, many manual account and blue book values were affected to. There was a work-around posted, i don't know if that's all there's going to be.

https://community.simplifimoney.com/discussion/15487/updated-1-22-26-duplicated-balance-in-manual-accounts-for-quicken-simplifi

DryHeat · January 23

I'm having the inflated balance issue in one manual account. A new Opening Balance transaction was added in the amount of the actual balance — thus making the total amount of all transactions 2 times the real balance.

BUT… the balance shown at the top of the page is 3 times the real balance. Go figure.

EDIT: I deleted the extra Opening Balance transaction and the account balance immediately recalculated. It is now 2 times the real balance. That makes sense, in a twisted sort of way.

Aloveyu2 · January 23

All of my goals’ totals were doubled a were assigned to an “unknown” account. Can’t do anything with the unknown account either like remove the money from that goal. It’s really messed up all of my spending and planning.

DryHeat · January 23

@RobWilk

Thanks, but the discussion you linked (with a "workaround") is about the inflated balance in manual accounts problem. What I am complaining about in this thread is the problem with Savings Goals.

DryHeat · January 23

I didn't realize this thread also discussed the Savings Goals problem, so I posted a detailed description of what is happening to my Savings Goals on a different thread. (The workaround suggested by the coaches is for the manual account amount problem, not the Savings Goals problem.)

https://community.simplifimoney.com/discussion/15500/savings-goals-contributions-and-amounts-corrupted-overnight

It might be better if the Savings Goal issue were split off to its own thread. The solutions and workarounds for the two issues are probably going to be different.

DryHeat · January 23

@Aloveyu2

I'm not sure what we should do. The usual "delete it and try again" suggestion would wreak havoc here.

Deleting a Savings Goal screws up all the prior months' spending plans in which that Goal had contributions.

rosachin21k · January 23

They totally botched this. I spent the whole morning fixing the whole mess and like you said after fixing everything I still couldn't fix the goals. Luckily my goals only started at the beginning of the year so I deleted them and created them new to keep it all clean. My completed goals are still a mess.

EL1234 · January 23

https://community.simplifimoney.com/discussion/comment/64334#Comment_64334

It's two separate problems but considering that they happened at exactly the same time, maybe they are inherently related. Who knows! (Certainly not me)

Banshee · January 23

I'm having the exact same problem and I'm very frustrated 😡

stclairj · January 23

All the same issues here, removed the balance adjustment and still was 2x actual value. I manually adjusted the accounts but my net worth is still almost double what it should be.

Jeremiah.R.Akin · January 23

https://community.simplifimoney.com/discussion/15477/incorrect-balances-for-all-manually-tracked-accounts

I'm having very similar issues. I started my own thread, but here's the issue that I've had in case it's been overlooked.

I was reconciling my two manual accounts and discovered phantom deposits in each account dated January 21, 2026 and categorized as 'opening balances' despite these accounts having existed in Simplifi for years. I verified these are not transfers between my accounts. After deleting these erroneous transactions, the balances still don't match my actual bank balances. One account shows over $10,000 more than it should, indicating additional calculation errors beyond just the phantom deposits.

DryHeat · January 23

@EL1234

considering that they happened at exactly the same time, maybe they are inherently related

That's certainly possible.

The doubled-balance issue predominates in the other thread and I am concerned that the coaches will focus on that issue and not on the Savings Goals problem.

In fact, that seems to be what is happening. @Coach Jon has posted workarounds for and put up a notice of the doubled-balance issue, but I haven't seen anything about the Savings Goals. Maybe they will come back to it.

EL1234 · January 23

Pushing out multiple unrelated changes is also a possibility! Hoping they fix it all real soon…

MattS · January 23

+1 my savings goals are are all messed up. the amount that shows in the accounts list of how mucch is tied up in savings goals is accurate, but when viewing the savings goals, they are so broken.

Incorrect Balances and Savings Goals for all Manually Tracked Accounts and Assets (edited)

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