Taxes Report is missing data for certain date ranges (edited)

gpolkga

Same here (spinning icon). I also cannot filter by account in the "Tax Report" view.

Max1223

4.48

2023 and 2024 "Last Year" shows spinning wheel

This years data shows.

"Last 6 month" shows.

Same results on Safari and Chrome

Coach Jon

Hello everyone,

Thanks for following up and letting us know. @gpolkga, can we have you send more logs to us so that we may look further into why this is happening?

-Coach Jon

gpolkga

Feedback report sent 02/27/2025 at 13:08. Couple of things to consider - are the data being indexed correctly? If your using SQL code, are the joins set up correctly? Are you considering that sub categories maybe causing issues? -gp

Coach Jon

Hello @gpolkga,

Thanks for the requested logs. I will follow up here when we receive new information from our product team.

-Coach Jon

Coach Jon

Hello everyone,

Our product team has reported back to us that a fix has been issued for this bug! It should go into effect in Quicken Simplifi Web Version 4.49.0, so be sure to let us know if the problem is fixed for you when that version rolls around.

Thank you for your patience!

-Coach Jon

Coach Jon

Hello everyone,

This should now be resolved!

-Coach Jon

fcb

@Coach Jon Sorry, reporting that it still does not work for me, spinning icon. Tested also in a different browser, completely cleaned, same result.
Here's an oddity that I just noticed. I have a relatively new window 11 PC, never had windows 10 on it:

Coach Jon

Hello @fcb,

Thank you for letting us know. We will need fresh data and logs so we report further on this issue to our product team.

1. Log into the Quicken Simplifi Web App.
2. Select Profile from the left-hand navigation bar.
3. With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
4. Leave all boxes checked, add a brief description of the issue, and then click Send.

Additionally, does the report load at all, or is it still showing as an infinite loading icon?

-Coach Jon

Max1223

same for me, getting spinning wheel. Last 6 months still works. On a Mac with all updates on OS and browsers. Also tried Incognito in Chrome.

fcb

@Coach Jon Feedback sent. The spinning is infinite.

Coach Jon

Hello @fcb,

Thanks for the information. I have reported this to our product team and will follow up here when we have more information.

-Coach Jon

Coach Jon

Hello @fcb,

I am back with an update from our product team on this issue. They have implemented a fix and would like you to verify if the report now works or if the issue is still happening.

Let us know!

-Coach Jon

Max1223

@Coach Jon woohoo! Its working!

Thank you!!

Coach Jon

Hello @Max1223,

I am glad to hear the report is working as intended for you!

-Coach Jon

SRC54

Glad it is finally working for you @Max1223! It's a great feature to have the Tax Report.

fcb

@Coach Jon Sorry, no go, still spinning, and also tested using a cleaned browser. This app version: 4.49.1

Coach Jon

Hello @fcb,

I am not sure why it's still not working for you if other users are reporting it is fixed and working for them. Can you please supply new logs?

-Coach Jon

fcb

@Coach Jon

Logs sent.

I tried the last 6 mo report, and entries in 2024 do show up correctly. Just 2024 is infinite spin.

iPhone app's 2024 report does not work either, current version.

gpolkga

Version: 4.49.1 (30915/525b4e993d/v98.0.0-patch1) seems to be working now for me.

I have not done a detailed analysis of all output but at first glance it seems to be accurate. Also, no more spinning circle thingy.

Report results are quite rapid (good thing).

Now, if we could only save our filter choices.

Also, there needs to be a feature to select transactional data from current year that needs to be applied to last year (to accommodate quarterly tax payments made in Jan. for example)

Coach Jon

Hello @fcb,

Thanks for the requested logs. I reported this information back to our product team and will follow up here when we have more information.

-Coach Jon

fcb

Hi @Coach Jon
Any word on this? I've checked, and the same old spinning circle.

Thanks,

Coach Jon

Hello @fcb,

The issue is still being worked on by our product team. I will be sure to follow up here when we have more information! Thanks for your patience!

-Coach Jon

Coach Jon

Hello everyone,

I am back with an update from our product team on this issue. They have deployed a fix, and the issue should now be resolved. Please let us know if that is the case for you guys! Thanks!

-Coach Jon

fcb

@Coach Jon

And,

It works!

Thanks to the team.

Coach Jon

@fcb,

I am glad to hear that the issue was resolved!

-Coach Jon