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

Jerrod · January 25

The issue appears to have been resolved for me. Thanks to the team for the quick fix.

DryHeat · January 25

@Jerrod

The issue appears to have been resolved for me.

Are you talking about:

the inflated contribution issue, or
the issue with Savings Goals erroneously marked completed and thus no longer visible in future months?

Number (1) is resolved for me, but number (2) is still a problem.

If number (2) is fixed for you, did you do anything that might have triggered the fix?

Dick_Davis · January 26

I see that the problem has been resolved as of this message. Thank you.

aariana · January 26

Goals still have incorrect totals (double balance).

danielp_ · January 26

@Coach Jon this was a very serious bug that took a while to resolve. We all expect that Simplifi will show our finances accurately. Quicken should share some details on how event could happen and how processes will be improved to prevent similar issues in the future.

DryHeat · January 26

@aariana

Goals still have incorrect totals (double balance).

FYI… My Savings Goal balances and contribution amounts have corrected themselves, as of yesterday.

But Goals that were erroneously marked "Completed" continue to show that they are "Completed," even though they really aren't (contributions are less than target). So they are not showing up in next month's Spending Plan. Are you seeing that?

Darn4nr · January 26

Seems like the below comment i posted a few hours back was deleted or disappeared so here it is again:

Manual Vehicle accounts still don't add up correctly. The total is now a nice round amount off. This also affects net worth and assets totals.

Can't say this enough: I'm now second guessing all numbers in Simplifi which is really unfortunate. A finance app that can't add properly…

DryHeat · January 26

@Darn4nr

Seems like the below comment i posted a few hours back was deleted or disappeared so here it is again:

Are you talking about this comment?

https://community.simplifimoney.com/discussion/comment/64446#Comment_64446

Or did you post another one (that has disappeared) between then and now?

Darn4nr · January 26

Yes a copy (pretty much) of the latest one was posted but disappeared as far as i can tell.

Darn4nr · January 26

This last one is an update after the "fix".

aariana · January 26

https://community.simplifimoney.com/discussion/comment/64531#Comment_64531

My observation about goals:

For me they’re still not corrected balances as of now
This includes both goals that shot past the target erroneously and those that didn’t.
The ones that “met” the target erroneously are checked as complete.
I personally had stopped using goals in spending plans in favor of rollover budgets (due to manual need to contribute) so it doesn’t impact my spending plans. But it does impact how I track savings allocations.

MattS · January 26

My goals are all still messed up. Most showing over 100% completed even though they are not completed. My one goal that was actually completed this month is showing as 183% completed.

KSU_SecretSquirrel · January 26

My goals are still doubled as well, something like four days since I first saw the issue.

Jerrod · January 26

So update to "uncompleted goals showing as complete":

Everything seems to show correctly when I use my MacBook, but when I use my PC or iPhone, there are still uncompleted goals that erroneously show as completed.

Hopefully that info helps the team.

Jerrod · January 26

https://community.simplifimoney.com/discussion/comment/64517#Comment_64517

See my comment i just posted. Things seem fine on my MacBook when I use Safari, but not on my iPhone app or when I use a PC (which have uncompleted goals listed as completed). When I use chrome on my macbook I get a different number for my spending plan, but it doesn't seem to be affected by the issue of miscategorizing goals as completed.

DryHeat · January 26

@Jerrod

When I use chrome on my macbook I get a different number for my spending plan, but it doesn't seem to be affected by the issue of miscategorizing goals as completed.

To be sure I understand, do the erroneously completed Goals show up in the Active goals section on you MacBook but in the Completed goals section on your PC? (see image below)

And when you talk about getting a different number for the Spending Plan, are you talking about in the current month? Do the "completed" Goals make a difference in future months? (I ask because, for me, the "completed" Goals and their planned contributions do not show up in future months — even though they should — and thus my available funds number is inflated.)

SRC54 · January 26

BTW, did your vehicle account balance ever rectify itself?

Coach Jon · January 26

Hello everyone!

Thank you all for your patience as we worked on fixing this issue. The solution should have corrected all user account balances by yesterday. If you are still experiencing any problems with your balance, or if you are encountering issues with Savings Goals displaying incorrect balances or being marked as completed incorrectly, please let us know!

aariana · January 26

Thanks. Accounts look OK. Goals are not, and still as previously stated.

EL1234 · January 26

Does it make sense that my zillow history shows some changes that aren't reflected in the Balance Adjustment transactions that are listed?

The last 2 balance adjustment transactions are on 1/12 and 1/25. However, I see the following:

1/20 balance goes up

1/23 balance goes down, lower than it was on 1/11

1/24 balance goes back up to what it was for 1/12-1/19

1/25 it goes up a little more and only this change has a matching Balance Adjustment transaction.

Also note that the current balance does match what Zillow shows on their website. I just wonder about the weird variations that started on 1/20 and if we can get rid of them since there aren't matching Balance Adjustment transactions.

danielp_ · January 26

@Coach Jon what changes is Quicken making to prevent similar issues from happening in the future? Obviously the testing and rollout process needs improvement

DryHeat · January 26

@Coach Jon

if you are encountering issues with Savings Goals … being marked as completed incorrectly, please let us know!

The problem is still ongoing and is unchanged from the way I described it here:

https://community.simplifimoney.com/discussion/comment/64486#Comment_64486

Others have reported the same issue on that thread.

BobN · January 26

My savings goal has been marked completed. This happened at the same time as the other manual account issues. I have not contributed anything to my savings goal for the past few months.

Coach Jon · January 26

Hello everyone!

Thank you all for the updates and information provided on the ongoing issues you are still experiencing. I did pass this information along to my product team, and we will continue to work on the issue. In the meantime, please continue to follow the alert for any status updates going forward!

https://community.simplifimoney.com/discussion/15487/updated-1-23-26-duplicated-or-0-balance-in-manual-or-asset-accounts-for-quicken-simplifi

happyfunpants · January 26

The alert says it was going to be fixed 1/23/26. It's not.

Jerrod · January 26

https://community.simplifimoney.com/discussion/comment/64550#Comment_64550

There are uncompleted/active goals that show up in the completed goals section when I view simplifi on Chrome on PC.

This is affecting what is showing up in the spending plan since the active goals are the ones that subtract from the spending plan.

On Chrome on my Macbook, the goals are appropriately categorized on the goals tab, but in the spending plan, many of the active goals have zero'd out the monthly contribution. For some reason on Chrome on my Mac, Camps and Car Taxes (for example) are currently active (which is correct) but on the spending plan shows that the planned monthly contribution is $0. It also added the amount I withdrew from a goal to the monthly spending plan amount (something I wish Simplifi actually did, but that doesn't happen on any of the other platforms I use simplifi on (Chrome on PC, app on iPhone, Safari on Macbook)).

Things seem fine when I view simplifi using safari on my macbook.

boshik · January 26

Kelley Blue Book car values are not updated still (some of them are still 0)

Coach Natalie · January 26

@boshik, thanks for reaching out!

We have merged your post with the ongoing thread for this issue. We are actively working on this. Please follow our Alert for updates!

https://community.simplifimoney.com/discussion/15487/updated-1-23-26-duplicated-or-0-balance-in-manual-or-asset-accounts-and-savings-goals

DryHeat · January 26

@Jerrod

Thanks for the additional info. The fact that you see different results depending on the browser you use is pretty disconcerting.

Perhaps Simplifi is using a relatively "thick" client on the local machine that does a lot of the processing to generate the views locally. But it sure seems like categorizing a Goal as complete or not would work the same everywhere.

It's a mystery, wrapped in an enigma, inside a Macbook. (Apologies to Winston Churchill)

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

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