Changing category of pending transaction creates duplicates?
What I think is happening is that after I change the category of a pending transaction, the next day, when pending transactions are imported from my bank, the ones that were already imported aren't recognized, so they get imported again.
So, for example, it might be: April 10 Amazon $12.34 Shopping
I change the category to, say, Groceries.
The next day, I see a new pending transaction: April 11 Amazon $12.34 Shopping
So now I have two pending transactions:
April 11 Amazon $12.34 Shopping
April 10 Amazon $12.34 Groceries
But my bank account on the bank website only lists one. (It appears to be the case that the duplicate—in this case the April 10 one—never clears, either. It just stays pending forever.)
I think I can avoid this by just not changing the categories of pending transactions, but it's really getting in the way of my tracking to do this, because I have to wait for several days sometimes, and therefore I don't have an up-to-date record of how much I've actually spent, which kind of defeats the purpose.
Comments
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Update: Today the pending transactions cleared, and the duplicates disappeared. So maybe it's a temporary bug that can safely be ignored?
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I have the same issue. Pending transactions are getting duplicated. This is definitely a bug and I don't think it should be ignored. Here's an example of duplicate transactions this morning:
Looking at the first transactions in red, I've confirmed they have the same "appears on your statement" text:
It seems if I categorize or possibly just mark a transaction as reviewed, the next time the transactions are pulled from the bank, they are duplicated.
It only does this for pending transactions. It seems Simplifi could do better at matching these up since they are the same transactions from the bank.
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@Doug Hall, thanks for posting on this topic!
Since it looks like you're experiencing the issue with Wells Fargo specifically, I think you're seeing what we already reported here for another user:
The issue was supposed to have been resolved, but it's possible that it was only resolved for the one report we had as opposed to being global. To start, I'd suggest establishing a completely fresh connection with the bank to see if doing so clears things up for you moving forward:
- Make all of the accounts with this bank manual by following the steps here.
- Once you see the account(s) listed in the Manual Accounts section under Settings > Accounts, go back through the Add Account flow to reconnect to the bank.
- Carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.
@Aranel, are you also experiencing what you described with Wells Fargo specifically, or is it a different bank?
-Coach Natalie
-Coach Natalie
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