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Duplicate Discover transactions showing in reports (edited)

Thomas56

This may be a duplicate question and Natalie may have responded to this last but since I can't find her response, here goes.

Earlier this year (I think it was) Discover did something to where they presented a new name (Discover IT) to Simplifi that Simplifi uses as an Account name. This has complicated things for me. when I do a Report duplicate Transaction show up in my reports. How can I stop this from happening?

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Coach Jon

Hello @Thomas56,

Thanks for reaching out! To clarify further, do the duplicate transactions only show up in the Reports section of Quicken Simplifi? Or do they also show up in the accounts Transactions? Could you provide a screenshot showing the duplicated transactions in the report to better assist us?

Feel free to DM this information if you prefer!

Thomas56

[removed per user request]

What I "screen shot" above is from my Transactions. There are a total of eight Transactions from the old Discover account. I was not able to screen shot all 8. Above these 8 are other Transactions from my Accounts. These 8 Transactions seemed to have been flopped down into the entire list of Transactions. From the screen shot please note that Simplifi shows other Transactions and Accounts accurately. This happens each time I open Simplifi and go to my Transactions, i.e. a number of Transactions from the old Discover Account get plopped down into my other Transactions.

Coach Jon

Hello @Thomas56,

Thank you for the reply! If I understand this correctly, the issue is that these 8 duplicate transactions from an older account appear in your new account each time you review your transactions in that account, correct? Do they continue to show up even if you delete them?

If they do, I'd recommend contacting our Chat/Phone Support team directly for more advanced assistance, as they can screen-share with you and determine whether this issue needs to be escalated. Our help article here has the steps for reaching out: How to Contact Support | Quicken Simplifi Help Center

Feel free to post back here with any results in case it helps other users!

DryHeat

@Thomas56

It's odd that these transactions are showing up at the top of the list, given their dates.

Are these in the "Pending" section? Is that why they are at the top?

If so, do they duplicate transactions that are in the February section? Or are they completely different?

Thomas56

After you suggested that they might be in the Pending section, yes, I just looked and they are in the Pending section only.

I've gone through the steps that the Ask Assistant recommended and I have closed the "Discover" Account. These still show up in Pending, only, though.

DryHeat

It sounds like you have two accounts (old one = Discover, new one = Discover IT) and that you have now closed the Discover account.

It sounds like there may be some overlap in the transactions in the two accounts that occurred during the switchover.

These 8 pending transaction from February are showing up at the top of the list in the Discover IT account because they are pending. If you look back at the February transactions in the two accounts, are these pending transactions duplicates of any of the transactions that are already listed there (in either account)? If so then they are already accounted for and you could just delete them.

If they are not duplicates of any transactions already in the lists, then they are probably real transactions that just never got cleared. (You could check them against your statements or the bank website to be sure.) If they are real transactions you could just mark them cleared and they will return to their proper place in date order.