Unlinking issues (mobile/web) for recurring transactions
This is kind of multiple bug reports in one, they're all related so I'll start with one post.
On mobile, I was able to unlink recurring transactions (which for Apple card seems to frequently be needed, honestly unclear as to why). However, it appeared to only unlink 1 half of the transaction. On web i am seeing:
in checking account:
If I click "Go to other side", I see on apple side:
Note that only half of this transaction is linked to a recurring transaction, which is weird because this is a linked transfer (it was unlinked on mobile on apple side).
But I can't unlink on web for the half linked transaction:
When I click the three dot menu, the tooltip covers the unlink option. With a lot of effort, I was able to see that the unlink option was disabled.
EDIT: The tooltip says this is a reminder, but it is in my register, not with reminders.
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Rob Wilkens
Comments
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Hello @RobWilk,
Thanks for reaching out! That is certainly strange. I would suggest signing out of the Quicken Simplifi web application and then signing back in to see if this resolves the issue. If it is showing as unlinked in your mobile application, it may just be a visual issue.
Let us know how that goes!
-Coach Jon
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@Coach Jon You misunderstood, the mobile app was showing the same thing. It was just unlinked on mobile and it just unlinked half the transaction. I went back to mobile app just now, though, and it let me unlink the other half (which the web interface wouldn't do). It's odd I have to unlink each half of the same linnked transfer transaction — unlinking a reminder "should" unlink both side of a transfer in my book. Maybe i need to create an idea post.
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Rob Wilkens0 -
I logged out and in again. Also used a different browser (transitioning to edge from Chrome)
Unlinking the other half on mobile did NOTHING it turns out.
The +$4.33 was never entered by me, this is the other half of what would be the scheduled receipt (on the other side of the transaction) of the credit card payment - - But that did not download from the bank and i did not enter it. It was scheduled for $4.33 but somehow matched $101.76.
The 101.76 was synced with apple wallet, and auto matched (this is the checking side, not apple wallet side). This entry was autocreated.
They have the same issues as above, they are in the register, but cannot be unlinked from the reminder.
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Rob Wilkens0 -
This is a full transaction detail page.
Note the tooltip on top right (when i click the three dots to try to unlink) says "This is a reminder…" (reminders usually have a different display).
I did not make this transaction (I made no payment transaction for $4.33 as of yet, but i did have a reminder as named, for that amount).
-Rob
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Rob Wilkens0 -
Hello @RobWilk,
Thanks for the requested screenshot. Since the transaction itself cannot be unlinked from the reminder, I would suggest deleting and recreating the transaction, and deleting the transaction you stated shouldn't be there as well. If you notice this behavior again going forward, be sure to let us know.
Thanks,
Coach Jon
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Done.
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Rob Wilkens1 -
Something happened to me today that I had not see before. I opened QS on my iPad, touched the transaction link for my Apple cash because it was off. (as a side note, my Apple card balance was off too) The Apple cash account opened and there was a notice that said it hadn't updated in xx days, and to update on my iPhone. Hmm…. I open QS on my iPhone, and boom the Apple cash and the Apple card balances updated and are both spot on again.
Maybe this will help you @RobWilk or maybe not, but I thought I would point this out.
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No, the problem is with recurring transaction linking, not transaction downloading. They're downloading and linking to "a" recurring series, and if it's the wrong one the problem is in unlinking them.
I lost interest in all this tonight, I just have other things to worry about.
Happy Thanksgiving.
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Rob Wilkens0 -
Arg, I've always had trouble with linked recurring series. It looks like the transaction in the first image you provide is manually created by Simplifi, it doesn't have the top line "Appears on your …", which provides the payee info provided in a real transaction. It is also Pending which I think means that the transaction on the "TOTAL CHECKING" side was received before the "Apple Card" linked transaction. I have found that Simplifi in this situation creates a transaction, then tries to reconcile it when the real transaction is received. That doesn't always go well… and requires link fixing. I don't know why Simplifi takes this approach. It looks like maybe Simplifi doesn't handle unlinking in this temporary state very well hence the weird link on one side but not on the other. Clearly a bug if not bugs.
I have a transaction kind of like your first image, that just came in, manually created by Simplifi, linked to a reminder, and I can go to the other side of the link… but that transaction is not listed in the transaction list. Double weird… On my bank side these transactions haven't even posted yet. If any of that made sense. This is new behavior to me…. Maybe the devs are messing with this stuff….
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Yes, I understood your issue. I thought that perhaps a refresh using your iPhone might clear any glitches.
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@RockLee That does all sound related to this issue, and may be similar if not the same… @Coach Jon may either be able to help you report this,or he may just say 'delete it' and move on. At this point i deleted it and got rid of the evidence.
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Rob Wilkens1 -
Hello @RockLee,
Thanks for the information. To clarify your situation, if you go into the transaction details window for the transaction you mentioned, does it also not allow you to unlink the transaction? If you wanted to post a screenshot this may be helpful to determine if you might be experiencing the same thing.
Thank you,
Coach Jon
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Hello @Coach Jon
yea, it looks like the same behavior as @RobWilk. Unable to unlink, greyed out. This is a "synthetic" transaction created by Simplif. The other side of the link has posted and cleared, but on my checking side this transaction hasn't posted yet, confirmed by looking at the transactions on my chase portal.. Since it's pending, I'll wait to see if Simplifi reconciles this when it does post.
I'm not a fan of Simplifi creating transactions to satisfy linking, even if they are pending.
UPDATE: The actual transaction did post in my checking account this morning and Simplifi reconciled the transaction (updated the fake transaction with the real transaction that posted). It can be unlinked now.
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@RockLee If it's doing this when matching recurring transactions, you can also (I've consider this too) possibly set the category of the recurring transacton to either "Transfer" or "Credit card payment" and that's how it will enter, then possibly link when it detects both sides.
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Rob Wilkens0 -
Yea, that makes sense. Even though if I did this, and it worked (didn't create fake transactions) I would probably just leave the category as "Transfer" or "Credit card payment". I'm not sure what advantage you get on linking the transactions other than a visual cue of the account the transaction is linked to, which is nice, but not huge. It at least works better than it did about six months ago when Simplifi would create fake transactions then when the real one posted it would not reconcile with the old one making kinda of a mess. EDIT: Also it looks like you have to create two recurring series, one for each side.
Off topic, I wonder if these fake transactions are contributing to the account balance issues since these are pending transactions in Simplifi that do not exist in the actual account.
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@RockLee In theory, these transactions should let you see what your balance would be once these transactions come out of your account. Let's say you know you're paying $100 from checking to a credit card, and using apple card — Apple card credits the credit card first, it would make a transaction in checking if it was set up that way, which would 'hold aside' $100 from the checking balance — let's say your true checking balance at the bank was $1000, simplifi would show $900 which may be a more useful baoance factoring in known coming transactions.
But yes, with the bugs in this software, having transactions before they reach an account, which should work, doesn't always work. I just stopped checking the Simplifi balance though - I'm just using it to track purchases as it comes in handy to know if i'm spending more than I should be.
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Rob Wilkens0
