Something really weird just happened!
I have a credit card with a recurring reminder for the bill payment as a transfer from my checking account to the cc. The date for that is the 17th of the month, and the upcoming reminder had an amount of over $2000. Today, that credit card downloaded a pending transaction for a refund of around $30. I opened the transaction and unlinked it from the series since that was obviously wrong (IMO Simplifi shouldn't link that, the amount was very different, the date was 10 days off, and the payee was completely different as well).
This is where things went crazy. After unlinking the transaction from the reminder, the transaction showed a message to the effect of "this transaction has been updated, reload to see changes". I didn't click reload since I didn't think there were any legit changes. When I clicked elsewhere to close the transaction, for a second, it updated to show the original amount (>$2000) and date (5/17). Then the window closed.
Investigating further shows the following:
- My pending transaction for the $30 refund is gone from the Pending section.
- In my checking account, the reminder is back at the right amount on 5/17.
- In the credit card account, the reminder is GONE. Next occurrence of it is 6/17.
- Both of the above show "Edit Reminder" and not "Edit Transaction" when I click the three dot menu.
- I don't see the $30 transaction anywhere in the upcoming reminders.
- In the Bills and Income section, under Reminders, on 5/17 I see the transaction for my checking account with the correct amount, but nothing for the bank account.
- Scrolling down until June I do see both sides of the transaction with an estimated amount which is the same for the two sides.
What on earth happened here and how can Simplifi prevent this from happening again? And how do I fix the upcoming reminders??
It would be tremendously less work for me to just match the reminder to the correct transaction myself if this is going to keep happening.
Why does Simplifi match transactions with such different names, amounts and dates?
I hope you can help with this. Thank you!
