nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Filtering on Action = "Payment/Deposit" returns zero rows (edited)

ViceGrips

In the investments transaction view, filtering on Action = "Payment/Deposit" returns zero rows. With no filter applied, the same view clearly shows many rows with that Action value.

Steps to reproduce:

Open the investments transaction view
Note the rows with Action = "Payment/Deposit"
Apply the filter Action = "Payment/Deposit"
Result: no rows returned

Support's explanation: "The reason 'Payment/Deposit' isn't working as a filter selection is due to a known system limitation within the Quicken Simplifi investment register. Even though you can visually see those rows when the list is unfiltered, 'Payment/Deposit' is not an officially recognized transaction 'Action' type in the backend investment filter logic. The predefined system options only track true investment market moves like Buy, Sell, Reinvest, and Dividend. Because 'Payment/Deposit' acts strictly as a cash-flow placeholder label inside investment accounts rather than a trading action, the filter engine skips it entirely and yields zero results."

Why this should be fixed: If the system can assign a value to a transaction, that value should be filterable.

Find more posts tagged with

Filters

Investment Transactions

Comments

SRC54

Thanks. This is interesting and I guess it makes some sense. There are so many things that need to be fixed in Investments.

I use Payment/Deposit a lot but I haven't found this to be a limitation since I can get them all in order.

Coach Natalie

@ViceGrips, thanks for bringing this issue to our attention!

I was able to reproduce this issue with my own Payment/Deposit investment transactions in Quicken Simplifi and have forwarded this to our internal teams for further review and investigation.

To assist with the investigation, please also provide proof of the issue from your end:

A screenshot of your investment transaction register showing you have Payment/Deposit transactions
A screenshot of your filter results showing no transactions are found

Please also submit your logs via the 'Send Feedback' option:

Log in to the Quicken Simplifi Web App.
Select the Profile icon in the upper-right corner of the screen.
With the Profile menu open, hold down the Option key (Mac) or the Alt key (Windows), and then click Send Feedback.
Leave all boxes checked, add a brief description of the issue, and then click Send.

We look forward to adding your information and logs to the ticket as additional data points!

CBT-1235 / SIMPL-35168

ViceGrips

Thank you, here are my screenshots. I've also sent feedback through the app and noted this case.

ViceGrips

Good point, and I agree. I'd like more insight into my investment transactions, but the standard investment actions don't seem to show up in reports. Is there a way to do this that I'm missing?

Coach Natalie

@ViceGrips, thank you!

SRC54

No, you aren't missing anything. The only investment transactions that show up in reports are the payments and deposits. The other actions are ignored by design.

In my Brokerage and Cash Management accounts, I change them to payment/deposit and created my own investment categories, eg., Ordinary Dividend, Tax-Free Dividend, Capital Gain, etc. so I can see them in reports. I don't do this in my IRA except for actual deposits and withdrawals.