Requesting followup on bug

N4KHQ

@Coach Jon Jon, I think you work closely with the programers, or engineers,  can you check on this for me? A couple of months ago I noticed deposits like Social Security and retirement for me and my wife were being recorded as personal income. I had created a more descriptive category which I made a sub category a personal income and made a rule that was applying the correct sub category. Only rules with subcategories I created quit working. Because only the rules that use the sub categories were having a problem I made the sub categories main categories but that did not fix the proper. I work three hours with tech-support trying to make these rules work and support was able to duplicate the the problem and made a ticket which you noted on the forum in a closed post. The problem was when I create the rule Simplifi does not find the previous records. It has been a couple of months and now when I create a rule it finds the last two month's records, but the rule I create still does not work.

When I fill in my payee, it's like the payee name has changed, and I have a payee before the bug and a payee after the bug. I will attach a screenshot. I also have copied the payee and the payee showing for the old records and the new records below.

Working records that quit first line is actual payee. Between me and support, we tried just about every combination. The original working rule was Contains everything shown below and change name to same.

Xxsoc Sec Ssa Treas 310 Assa Jarvis A Seabolt Ach Credit

Below is copied from the working transaction, and we tried all capitals, and rule still did not find records.

XXSOC SEC SSA TREAS 310 ASSA JARVIS A SEABOLT ACH CREDIT

Below is from transactions occurring after bug introduced. The change name box is not checked now, may have been at one time but the rule is not working, and it defaults to Personal income.

Xxsoc Sec Ssa Treas 310 - Assa Jarvis A Seabolt

XXSOC SEC SSA TREAS 310 ASSA JARVIS A SEABOLT ACH CREDIT

Thanks

[Edited - Removed partial account number/Readability]

Coach Kristina

Hello @N4KHQ,

Thank you for reaching out! To clarify, is this the same issue you asked about in your previous post?

https://community.simplifimoney.com/discussion/15564/how-long-does-it-normally-take-to-fix-known-bugs

If it is, then I recommend following @Coach Natalie's advice from the previous discussion. If it isn't, then please provide the ticket number for reference, if possible.

Thank you!

N4KHQ

It is, It was a phone call with support and I don't have the ticket number. Your AI does not commit on ticket numbers. I added some additional information about the problem.

Coach Natalie

@N4KHQ, thanks for the reply!

Unless something was escalated via the Community, you wouldn't want to reach out here for an update or to have additional information added. The best way to request an update or provide more information on an issue that was escalated via our Chat/Phone Support Team is to reach back out to them directly.

https://support.simplifi.quicken.com/en/articles/5077917-how-to-contact-support

They'll be able to review your previous interactions to locate the issue, add any additional information you may have to it, and provide you with more insight on where things stand currently.

I hope this makes sense!