I found a bug in refund tracking

pixie813

This is concerning, and I have a theory as to why it happened. It does appear to be a bug.

A transaction came in as follows:

This is incorrect, specifically the payee of Home Depot. The payee was not home depot. This is my chase credit card payment, as follows:

For some reason, Quicken changed the payee from the usual "Payment Thank You - Web" to Home Depot. I believe that it did this because I am tracking a refund from home depot. So, it took the first positive transaction that came in and just decided that was it even though neither payee or amount was a match? That is just plain wrong. I think the refund tracker needs some work. It should be a match on payee, and not change the payee!!! Very confused about the logic behind this feature.

Coach Jon

Hello @pixie813,

Thanks for reaching out to the community! I believe all you need to do here is unlink your refund from the transaction. Here is an article explaining how to do this: https://help.simplifimoney.com/en/articles/4606217-using-the-refund-tracker#h_2e7bf13840

Thanks,

Coach Jon

pixie813

I don't really see how that would help considering the details of the transaction were corrupted by Quicken Simplifi automatically. I know how to unlink a refund. The problem lies in automatic adjustment of the transaction details. Can this be investigated further? I cannot explain how this happened but must be something on the backend.

Coach Jon

Hello @pixie813,

Thanks for your reply! Sometimes one-off discrepancies can occur like this, and having the option to unlink a transaction from a refund allows users control over these types of issues. Since you were able to resolve the problem using this option, an escalation would not be necessary in this situation. Hope this makes sense!

Thanks,

Coach Jon