Unable to set Client and Category

Michael.Tx

I've set up all my accounts, categories, etc. and classified my transactions. When I go to assign a Client/Project, it clears the Category field. When I try to reset the Category, it clears the Client field. Seems like a bug. Using Simplifi.

Coach Jon

Hello @Michael.Tx,

Thanks for reaching out! I was unable to reproduce this issue from my side. Can you let us know the exact steps you are taking when the issue occurs? If you can provide screenshots showing the issue within Quicken Simplifi from your side, this would also be helpful!

I would also see if trying in another web browser/incognito mode works to resolve the issue you are seeing. Let us know!

-Coach Jon

RobWilk

I was able to reproduce the same thing -once- but when i continued to change categories after resetting the client, it didn't happen again on the same transaction.

I think what may be happening is when I switch to a non-business category, the client goes away, perhaps that's what's happening here?