Cash Flow: Strange Credits

RobWilk

On Jan. 14, the Cash Flow chart for my Checking account is showing:

The two "+$4.00" are the strange things, they don't make sense either duplicated or in my checking account.

I just now tried DELETING and RECREATING the "CC Newsday" recurring series (which is a transfer to a different account), and that's where you see the $4 charge there.

The payment, I believe, is set to go to my Chase Amazon account. It shouldn't be made to my total checking account.

Is there anything I'm missing about how to work around this issue myself, or did I maybe find a dataset specific bug?

Any guidance, suggestions are welcome.

Coach Jon

Hello @RobWilk,

Thanks for reaching out! Can you provide a screenshot showing the entire Projected Cash Flow chart including the Reminder Carousel showing the January 14th reminders? Do you have any Reminder showing a credit matching what you provided in your screenshot when you go to Settings > All Recurring? Additionally, I would try signing out of Quicken Simplifi and back in to see if the unknown credits disappear.

Let us know!

-Coach Jon

RobWilk

Here:

The date in question is "in 4 days" - there is only ONE transaction in the reminders "carousel" and three entries on the chart itself.

Yes, my balance is low in this account.

Coach Jon

Hello @RobWilk,

Thanks for the requested information. That is definitely strange. Did you try signing out and back into Quicken Simplifi to see if this resolves the issue? I would also see if another browser/incognito mode would work as well. Additionally, are there any other future projections showing this issue?

-Coach Jon

RobWilk

Just signed out and in that now - it's the same after signing out and back in.

Also, the problem exists in both Safari and Chrome.

-Rob

Coach Jon

Hello @RobWilk,

Thanks for confirming! This bug may be specific to your dataset. Did you notice if any other projections in Projected Cash Flow are showing this same issue with the credits, or if this issue singular to the projection you shared?

-Coach Jon

RobWilk

No, just this one.

I wonder what will happen AFTER the 14th, will it carry those forward because they are unmatched? Time will tell.

Coach Jon

Hello @RobWilk,

Thanks for confirming. Since this is relegated to the one instance, I would suggest waiting until the 14th to see if this issue goes away by itself at that time. Be sure to let us know!

-Coach Jon

RobWilk

If Interested, which I understasnd if not:

-Today, those 2 mystery $4 credits automatically entered into my checking account register, as if they were future dated transactions.

Again, these transactions were not in the reminders carousel.

Whatever, I deleted the transactions, and all is well now.

-Rob

Coach Jon

Hello @RobWilk,

Thank you for the follow-up! It is certainly interesting and strange that the unknown credits were entered into the register. I am glad that you quickly resolved the issue, however. If this is not a one-time thing and happens again, please let us know!

-Coach Jon