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@Coach Jon

In addition to the example you provided above, can you provide a screenshot showing the transaction that was improperly matched, as well as the transaction that it should have been matched to?

Below is the transaction that was improperly matched to my credit card payment recurring series. It has been corrected to undo that match. (I provided you with an image of the series in my previous post.)

The transaction should not have been matched to any transaction at all. It was an individual Amazon return/refund and was not supposed to match any existing Simplifi series or refund. It should have just come in as a normal credit card transaction.

(Note: my initial post regarding Auto Match also involved an Amazon return/refund that should not have matched anything. It seems like Simplifi leans toward matching transactions with a positive sign with my upcoming credit card payment.)

Hello @DryHeat and @SRC54,

The Amount Matching feature was added to accommodate for situations like this, where "auto match" has not worked well. We can work on getting a bug report filed for specific examples where one of the Amount Matching options isn't working properly. In your case, Limited Range seems to be having an issue, as reported here.

In addition to the example you provided above, can you provide a screenshot showing the transaction that was improperly matched, as well as the transaction that it should have been matched to? If you do not have the information at this time, can you supply those examples when/if the issue occurs again? You may feel free to DM this information as well! Thank you!

-Coach Jon

@Coach Natalie

Thanks for the update.

@Coach Jon

I do agree that this is probably not a bug, per se, since the tool does work.

My comment about it not being a bug applied to "Auto Match" — it matches, but it's performance is so weak that it's not very useful.

But I think that the performance of "Limited Range" is actually a bug — because it is matching transactions outside the range.

I'm not going to repeat everything, but here's the most egregious example. … Using Limited Range, it matched a +$16.29 transaction to a series with an Amount of +$1,800 (and a Limited Range of +$1,530 to +$2,070).

I've provided details of the false match transactions above. Below is an image of the recurring series.

I probably won't be able to provide any more information because I am changing the series to "Exact Amount" in an effort to prevent any matching at all. It's much easier to manually match the real payment once a month than it is to fix the problems caused by a false match every time a refund comes in.