Seem to have to edit series twice to backdate next occurence

RobWilk

A couple of recent transactions have mis-matched (I have since changed them to 'exact match' to try to minimize that).

But what I noticed: If I edited and updated a series, to backdate next occurence to original date, after hitting update the series would update but the projected cash flow would not update. IF I then edited the series a second time, didn't change anything, then hit update, the projected cash flow would update.

I don't have screenshots because i already fixed all instances of this happening.

Coach Jon

Hello @RobWilk,

Thanks for letting us know! I was unable to reproduce this on my side, but if you see it again, be sure to let us know and provide screenshots showing the issue. It may have just been a case of the Projected Cash Flow taking a second to update. Next time this happens, I would see if refreshing or signing back out and back in to Quicken Simplifi works to resolve the issue as well.

-Coach Jon

RobWilk

I can tell you I tried refreshing with no luck, but I did not try signing out and in again. I'll have to wait to see if i remember to do this next time a transaction matches incorrectly.