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Unlinking a transaction from a series should put the old reminder back

EL1234

A very similar thing to what I posted before in this thread just happened to me again:

https://community.simplifimoney.com/discussion/16409/unlinking-an-automatically-linked-reminder-messed-everything-up

It didn't get as weird as last time (yet). But the gist is: I have a reminder for my credit card payment. The series amount is $1 but the actual amount is set using CC Bill Connect (and I modify it manually if needed, which does come up if I have returns).

A refund for a return just posted to that account. The amount was completely different from the reminder amount, and the payee name was as well, but it got linked to the series anyways. The date was different too as the CC is due on 6/18

I unlinked it from the series (good thing I noticed) but the old reminder is gone!! This means that my cash flow projection is thrown off and if I hadn't noticed that the old reminder is missing, things could have gone very wrong. To clarify, the reminder is missing from the carousel in both accounts (my CC and my checking account) and it doesn't show up in Bills and Income either.

Ideally, if a transaction is automatically linked to a reminder, wrongly, and I unlink it, the old reminder should be restored. Even if Simplifi can't restore it to the amount it was, at least put it back to the series amount so I'll see it and know that it needs updating!

That's one of the two issues. The other issue is why the transaction got linked when the payee, date, and amount are all so different.

Thanks.

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Comments

Coach Kristina

Hello @EL1234,

Thank you for letting us know this issue happened again. To help troubleshoot the issue, please let us know the date/payee/amount for the incorrectly matched transaction, as well as the reminder it was linked to. If you're not comfortable sharing that in this discussion, please DM the information.

There is an Idea post requesting that the original Reminder be restored when an incorrectly linked transaction is unlinked. Please take a look, and add your vote if it's something you'd like to see implemented:

https://community.simplifimoney.com/discussion/6065/bring-the-original-reminder-back-when-an-incorrectly-linked-transaction-is-unlinked-edited

I look forward to your reply!

EL1234

Hi @Coach Kristina

Thanks for your response. I'll dm you that info. I didn't realize there was already a thread for that - I upvoted it. Hopefully other people will see it now also and upvote as well.

EL1234

And meanwhile I changed the series from Auto Match to Limited Range in case it'll help at all.

Coach Kristina

Thank you for your reply,

Amount matching is intended to help correct issues with incorrect matching. See the article for more information: https://support.simplifi.quicken.com/en/articles/9174873-amount-matching-for-recurring-transactions#h_347c6ff86e .

The details you sent seem fairly similar to what you shared in the earlier discussion. Was it the same payee and same reminder series as last time?

Thank you!

EL1234

Thanks @Coach Kristina

Yes, it was the same payee and same series as last time, with different amounts.

I understand about amount matching but I would think that the date and payee should have to match or be pretty similar as well…

I'll see if amount matching helps going forwards. Thanks!

EL1234

Can I assume that the limited range matching will base it on the Reminder amount and not the Series amount?

Coach Kristina

Thank you for your reply,

The article doesn't specify, but the tooltip in Quicken Simplifi says the options let you control how much can be matched to the series.

I hope this helps!

EL1234

Right, I know that. I was just asking if I can assume that it's based on the reminder amount (which is the amount due) and not the series amount (which is set to $1 until it gets updated).

EL1234

Well I"m back today because it happened again with the same payee. And this time the series was set to Limited Range so it shouldn't have matched from a ~$2k reminder to a ~$20 transaction.

What's weird this time (why is it always changing?) is that although the transaction got linked to the series (I noticed this because I got an email that my "bill" was paid) and if I hover over the recurring icon on the transaction in the list, it shows the series name, but the reminders (both sides) for June 17 are still there. Last time the reminders were gone until July.

So strange!

It definitely seems like the Limited Range thing for the reminder didn't help at all…

DryHeat

@EL1234

The "Limited Range" setting has had problems before. I gave up on it after a while.

Close to the end of the thread linked below, on April 24, @Coach Jon said that a fix had been deployed. I'm not sure if it worked.

https://community.simplifimoney.com/discussion/14979/amount-matching-limited-range-option-not-matching-correctly-edited

EL1234

Seems like it didn't get fixed… Maybe I should try Exact Match…

EL1234

https://community.simplifimoney.com/discussion/comment/70253#Comment_70253

If only I could comment on that thread… after the coach asked if it's fixed and didn't get any confirmation before the discussion was closed…

Coach Natalie

@EL1234, thanks for the additional insight!

It looks like the original topic of discussion here was answered by Coach Kristina above, with the existing topic being shared:

https://community.simplifimoney.com/discussion/comment/70203#Comment_70203

I have also reached out to find out whether Amount Matching uses the reminder amount or the series amount when looking for transactions to match to. We will be sure to post back here with our findings, as well as get this information added to our Help Center.

If you are experiencing trouble with using particular amount matching options, I'd recommend creating a separate post to outline the specifics of the issue so proper troubleshooting can ensue and threads can remain on topic to just one issue/concern.

https://community.simplifimoney.com/discussion/8/how-to-post-to-the-community

Much appreciated!

EL1234

Thank you for the update! I will mention that when I used Limited Range and an incorrect transaction was matched, it was not within the range limits for the series amount OR the reminder amount.