Account balances not being updated. | Voters

Account balances not being updated.

complete

Roger

After the introduction of the option to not auto sync accounts, the manual sync will bring all transactions, but it will not update the balances.

Even manually adding a balance update doesn't work.

April 8, 2024

Jason Russell

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Jason Russell

Hi Roger, could you please try reconnect the data connection from Settings > Data Connections and see if that syncs the correct balance?

Roger

Jason Russell, I've reconnected, then resync all accounts, got all transactions updated, but not the balances.

And the Wealthsimple account got an error reconnecting, now it is stuck with the syncing message (even after I deleted the connection), and no option to delete the account (when it gets stuck in syncing there is no option to open that account details/settings)

Jason Russell

Roger: This issue seems to be with our data provider, I've followed up with them to investigate now, they usually fix these kinds of things within a couple of days. Could you please tell me what balance you expect to see for your account in the screenshot?

Roger

Jason Russell, the last transaction was a redeem on the total value of GIC, with zero balance left.
All transactions were imported, but no balance was updated.
I've tested with other accounts/bank connections and it seems to be the same in all of them. No balance updates.

Jason Russell

Roger ok, thank you for letting me know, I've reported the issue with Yodlee as it seems that Yodlee is reporting an incorrect balance for your accounts.