Hello everyone, I have been using the desktop version of Quicken classic on my main pc. I started using the classic web version due to travelling a lot. My web cloud account is current. How do I update my outdated desktop file FROM the cloud? Everything I am looking at is vise versa.
Not sure why this is happening, but a few days ago my Robinhood Roth IRA started showing $0 balance when it should show about $120k balance for that particular account. The weird thing is, in the Net Worth section, it shows the correct balance. But on mobile, on dashboard, it shows my total assets as being what the bottom line net worth total is, minus the value of that particular IRA.
I disconnected RH in the Simplifi accounts settings thinking this would be fixed by just pulling the data again. Before connecting, all my RH accounts first show that they're disconnected (this is normal).
I wanted to rule out RH having a faulty connecting with Simplifi, so I went to RH settings and navigated to the section about linked apps. In there I have Quicken, NerdWallet, eMoney Advisors, and many others. I see in there that there's multiple instances of Quicken connections, so I go ahead and remove them all.
I then switch back to Simplifi, and proceed to account settings and click "Connect" in the context menu for Robinhood. The popup comes up for me to log into Robinhood, I get the notification on my phone, accept it, and then get the screen saying that Quicken wants access to my Robinhood data. I click the button to agree, and then a few seconds alter the dialog box comes up with all the accounts it pulled. This is where the first oddity was: only 7 accounts came back. Normally there are 8 accounts: Gold Card, Brokerage, Crypto, IRA, Roth IRA, Spending, Checking, Savings. All came back except for the Roth IRA. Sparing details, I did double check that they weren't mislabeled, and I would have been able to tell from the reported balance if one of them was, but none pulled accounts had balances in the ballpark of what the Roth IRA has in it.
I go through each one and assign them to their already existing accounts in Simplifi, which is a one to one match for the ones available. However, none of these were the Roth IRA. I figure I'll just accept and refresh again and hopefully it will update. I did that, and many times throughout the day and into the next day. It just keeps showing the Roth IRA as being disconnected and having a $0 balance but only in the accounts sidebar and in places in the app that tally assets. In the Net Worth view, it shows the proper balance (maybe because its classified investment and the number of shares owned haven't changed, and it can get market data to compute the value). Also when I open the Investment view the Robinhood Roth IRA balance shows up in the total and I can see transactions up to the very last one done on the account.
Other aggregators don't seem to be having this problem. Empower PER, NerdWallet, Piere, CreditKarma, and several others are connected to my RH accounts and I don't see them showing $0 balances. I've tried everything I can think of and I had to stop myself from completely deleting RH accounts on Simplifi and re-adding (which in the past has sometimes fixed weird issues like this, but I do not want to re-organize my transactions and possibly lose data, so this isn't an option).
What's going on here?
See attached photos for how this looks on my end. Taken from macOS web app but its the same in the iOS app. Red boxes are what I believe are incorrectly counted and green are correctly reflecting account values. I believe that Net Worth and the value of all accounts should be the same value if I include all non-zero valued accounts in the net worth calculation.