Duplicate Transactions

Coach Jon

Hello @TheReal702,

To answer your question, making the account manual and then re-adding the account/re-linking gives the account a brand new connection, versus just resetting the current connection. When resetting does not work, we usually suggest trying this way. The specific issue here is most likely based on how the financial institution sends information, but I can understand your frustration. I would still recommend doing the steps I provided above and keeping an eye out to see if it works going forward as intended.

Thanks,

Coach Jon

TheReal702

Thanks for that explanation @Coach Jon, since it is different I’ll give it a go tomorrow.

EDIT: I went ahead and made my BofA checking account manual the re-linked it as you recommended.

The duplicate transaction is still there, and I see no changes.

We'll see what happens in the morning.

Thanks again!

TheReal702

330am update

The duplicated transaction resolved overnight.

Two more sets of duplicates showed up.

Checking balance with pending way off again.

And now there is a CC balance from a different institution that is off.

I'm done.

Since I paid for it, I'll check in once in a while to see if any of this has been fixed.

To those that tried to help I thank you.

Reading the many complaints here, and personally suffering through issues every single day, it is quite obvious that this product is garbage.

RobWilk

@TheReal702 Sorry to see you go, but I agree there are currently some troubling balance issue which weren't always there in this app (to my awareness). You certainly helped raise and identify some issues in your time here, and I'm glad you did because now Quicken, Inc. has acknowledged these issues, which means hopefully they will fix some of them.

I have seen the pending transactions counting twice issues (which resolves "Eventually" and is the acknowledged problem), but I haven't really seen too much of the duplicate transaction issue (it happens, just not often for me). The main problem for me is Chase outside of banking hours doesn't work terrifically (frequent wrong balances, because I manually enter transactions).

-Rob

TheReal702

Thanks @RobWilk

Like I said, I paid for a 1 year subscription so I'll occasionally look to see how it's doing.

My Quicken Classic subscription renews next week, so I'll renew and continue to use it because it's reliable and accurate every single day.

Coach Jon

Hello @TheReal702,

We do thank you for troubleshooting and we're sorry that this issue was so frustrating. If you do ever decide to give us a try again, we will of course be happy to assist with any issues that come up!

-Coach Jon

UrsulaA

After reviewing this discussion, linking pending transactions to recurring series can cause duplicates. I recall someone reporting this a few months back.

EL1234

https://community.simplifimoney.com/discussion/comment/43480#Comment_43480

I'm pretty sure I've had that issue, specifically with recurring transaction series. I've been waiting until transactions clear and that works out much better. (I did have one duplicate transaction recently but it was the first one in a long time, the weird thing is that the duplicate showed up about 2-3 weeks after the original transaction.)

TheReal702

Since @Coach Jon pulled me back here in a different thread, I thought I'd pop back into this one and let y'all know this issue is ongoing.

In this screenshot, you will see 2 transactions for Cafe Rio. Both were downloaded, yet one show as pending and the other shows as cleared. In this case, the one that is pending has a different payee name that didn't update in accordance with the rule I had previously made for this payee. I updated the pending transactions name, and THEN I was able to merger them, thus eliminating the duplicate.

The program is still quirky, but seems to be headed in the right direction. I seem to be getting less duplicates, but balance issues still occur every day.

Maybe I should stick around…..

TheReal702

Here's one that's the same duplicate issue with a different twist.

You see the 2 different transactions for Market Grill? On Saturday morning, one of them properly downloaded as pending.

On Sunday they showed up as duplicates. No matter what I did I could not merge them, so I deleted the one with the later date.

Today, Monday, the duplicate is back, with a date of 11/25

RobWilk

@TheReal702 It looks like they're both downloading as pending. I think this is a bug that exists with your particular FI that needs to be reported separately from the balance issues. Did you tell the coaches which FI this was happening with? did they collect a bunch of info on this? If not, it's monday, one of the weekday coaches may be able to help you, I honestly have never seen that, and I'm currently banking with Chase, Citi, PenFed, Cap1, and (soon to be closed) synchrony.

TheReal702

@RobWilk The program worked great for about 3 days last week, and now it's back to it's normal. I have had so many issues I can't remember them all.

SRC54

@TheReal702 I agree with Rob that your FI (is this BoA?) is just insisting on redownloading pending transactions as they get updated with a new date. My local bank does the same except that it fortunately just updates the pending one additional time (which gives me duplicates that I either can merge or I delete the newer one) when it is about to be cleared.

Simplifi does a good job of merging the cleared transaction with a pending one, but it does a lousy job of merging a pending transaction with another pending transaction. It just sees it as a new transaction. Why it rarely lets you merge the pending transactions is a mystery to me.

TheReal702

@SRC54 Yessir, it's BofA. Another big mystery is why these duplicate pending transactions occur so randomly. I've seen no pattern. <shrug>

SRC54

https://community.simplifimoney.com/discussion/comment/44130#Comment_44130

Well, all we can do is keep deleting them until they clear since they mess up our bank balance. Of course, if you need to document the issue with Support first, you should hold off. I tend to fix everything immediately. 😀

TheReal702

https://community.simplifimoney.com/discussion/comment/44131#Comment_44131

In this instance I'm not going to fix it since it didn't fix it the first time I fixed it, LOL!. I want to wait and see if it resolves on the next refresh, along with the 2 transactions that have now unlinked themselves from their respective recurring bills twice (and now show both bills as late), and the balance being way off again.