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Transfers STILL broken after disappearing transactions fiasco.

HDmoney

Transfers are broken. After the disappearing transactions fiasco transfers are not working correctly. 'Go to the other side' is not working for many transfers. Categories are changing from the account being transferred to/from to 'NA'. Duplicate transactions are being created and showing often shown as a pending transaction if I try and fix this. Last week at this time all transfers were lined up correctly and now transfers are a mess and are malfunctioning going back to 2024.

This has created a huge headache for me and my small business. My account and everyone's account who has been adversely affected by this SHOULD! be given a credit. Furthermore, an explanation of what happened(seriously, what in the world are you guys doing to cause transactions to just disappear?), why it happened, and why customers can be confident this won't happen again should happen ASAP. Also, issues involving transfers should be fixed ASAP.

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Comments

Coach Natalie

@HDmoney, thanks for reaching out to share your experience!

We understand your concerns and apologize for the issue that occurred last week. As for broken transfers, it sounds like other users have resolved this via manual correction, according to the main thread for that issue here:

https://community.simplifimoney.com/discussion/16332/missing-transactions-edited

If you'd like to provide more details on what specifically occurs when you attempt to do so, we'd be happy to work through the issue with you to see if we can get things fixed, and, if not, review the case for escalation. You are welcome to chime in on the other thread to see if you can get guidance from other users as well.

As for receiving a credit, you'd need to contact our Chat/Phone Support team to make this request to them directly, as they have the tools needed to make that determination: https://support.simplifi.quicken.com/en/articles/5077917-how-to-contact-support

Finally, for the explanation you're requesting, please review my latest response to this here:

https://community.simplifimoney.com/discussion/comment/69378#Comment_69378

We look forward to working toward a full resolution with you!

HDmoney

Transfers still a buggy mess. Attempts to fix transfers are hit and miss. Sometimes it works, sometimes it matches to wrong transfer in other account, sometimes it causes other side of transfer to re-categorize as 'NA', sometimes a transfer appears to be fixed but is broken when relogging in. Sometimes updating a transfer in anyway(marking as reviewed, adding a tag etc) breaks transfer. By break I mean category changes to 'NA'….None of this was happening before missing transactions fiasco. In fact everything was setup correctly and working correctly. Attempts to go backwards and manually fix what broke has proven to be a total waste of time as everything is a buggy mess.

Coach Natalie

@HDmoney, thank you for the reply!

I'm sorry to hear you're still having trouble re-linking transfers in Quicken Simplifi. Since this seems to be an array of scenarios you're describing, I'd recommend contacting our Chat/Phone Support team directly so they can engage in a screensharing session with you and help walk you through correcting the transfers.

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

Otherwise, we will likely need screenshots or a video for each scenario, with specific examples and a timeline of what's happening, so we can help you resolve each one individually. I will also say that oftentimes simply deleting and re-creating a transaction can help resolve funkiness with linking transfers. I've also personally set both sides to uncategorized, which seems to work every time when I try to link them again.

Hopefully Support can help get things straightened out for you!