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Watchlist "This month: Spent so far" amounts are wildly inaccurate

CatBot

After a set of ludicrously circular conversations with the AI chatbot, I'm posting here to see if other humans are experiencing something similar with the Watchlist "This month: Spent so far" amounts being wrong (way too high). I have about six watchlists I use regularly to monitor my spending, and I discovered yesterday that the "This month: Spent so far" amounts are too high (but without an obvious reason — no pending, hidden, or upcoming expenses to explain the discrepancy, or obvious pattern with the inaccuracy). When I open the watchlist, I believe bar chart total for this month is correct. This issue appears on the web app and Android phone app.

I changed most Watchlists to use a single category (Travel) where I can easily verify the total ($28.80) and also resaved a few. That seemed to fix the "This month: Spent so far" amounts. But now (an hour later?), the "This month: Spent so far" amounts are out of whack again. At first I thought maybe it was when I recategorized a transaction, a ghost transaction remained in the Watchlist total, but that doesn't fully explain it.

Hopefully this is a temporary issue and/or tech teams are addressing. I also filed "feedback" via my profile but no obvious indication that a person will ever see that report.

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Comments

Coach Natalie

@CatBot, thanks for reaching out to the community! That definitely sounds frustrating!

I just checked all my Watchlists, and the "This month" amount is calculated correctly for the ones without a date range assigned, using the transaction data for the month. The one with a date range assigned shows a "Spent so far" amount that is not specific to "This month", since it shows the total spent for the selected date range. Is this perhaps what you're seeing?

Let us know!

CatBot

These are old watchlists from before the Time Range functionality was released (and I didn't add a time range to any of them). The "Year to date" total is also way too high.

I did mess around with a new watchlist with a time range when that functionality was released, and its total does appear to be correct.

Coach Natalie

@CatBot, thank you for confirming that the issue is not related to the new date range feature!

I recommend deleting one of the problematic Watchlists, then setting it up again to see whether that clears things up for that Watchlist. If it does, you can do the same for the others! Something funky may be going on with the Watchlists themselves, and new ones may work as expected.

Let us know how this goes!

CatBot

My new watchlist for the Travel category looked okay initially, but is now back to showing a very high spent so far this month. :(

Coach Natalie

@CatBot, drats! I was really hoping the new Watchlists would work for you.

Since the troubleshooting steps didn't resolve the issue, I'd recommend contacting our Support team directly for more advanced assistance. They have the tools to gather any necessary data and report the issue internally for further investigation. https://support.simplifi.quicken.com/en/articles/5077917-how-to-contact-support

To help them with their investigation, 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.

If you can, please post back here to let us know how things go in case any other users visit the community with this issue. Thank you!

CatBot

I will try to contact Support, but I'm not sure how to get beyond the incredibly verbose AI chatbot and the "Send Feedback" generated info under my profile (both of which I did earlier). Thanks for looking into this for me!

Coach Natalie

@CatBot, if you're reaching out during support hours (5:00 AM–5:00 PM PST), there should be an option to speak with an agent. You can scroll past the chatbot's response to see that option at the bottom, or type it in so the chatbot can route you appropriately.

Let us know if you continue to experience issues reaching a live agent!

EL1234

I usually ask the chatbot to transfer me to a human and eventually they agree to

CatBot

I believe I reached a person via Chat and a trouble ticket has been submitted.

CatBot

It's a brand new month! No transactions except upcoming Bills/Subscriptions. My watchlists (which are all tied to categories and I use to track to spending targets over time) are showing incorrect "This month Spent so far" amounts, and correct Bar graph/Breakdown when I click into them (at least the bar graph totals are correct as far as I can tell at a glance…I haven't rechecked each monthly amount in the bar graph). One watchlist is over by $3,204.22 — maybe that was how much was spent last month in this watchlist? Nope. Maybe all of my cancelled Bills/Subscriptions for the last couple years? Nope. Huh.

Other incorrect amounts over actual/scheduled, for watchlists with multiple categories and a single category:

$2,916.51

$2,084.40

$287.71

$1810.30

$992.40 (newly created watchlist and old watchlist)

$272.10

Entertainment category watchlist is correct. Health sub-categories watchlist is correct.

Coach Natalie

@CatBot, thanks for the update!

Since our Support team already escalated the issue, I'd recommend contacting them again to report any changes or request an update. You can access the previous conversation in Messages in the Help Center.

Screenshot 2026-10-01 at 12.11.07 PM.png

Support can provide you with the latest information!