Refund tracker only shows account that transaction was originally made in

onlyme

When I go to the refund tracker, and I select "Link Transaction", I cannot link to transactions from accounts other than the original account the transaction was executed in.

For example, I used my Credit Card account for an FSA purchase I get reimbursed for that purchase into my Checking account. When I go to the refund tracker, there is an option to search existing transactions from another account. However, when I select my checking account, none of my checking account transactions show up.

Coach Natalie

@onlyme, thanks for pointing this out!

I was able to reproduce this, and I'm not sure if linking Refunds across accounts is supported, but if it's not, the account drop-down menu should definitely not be presented in the Link Transaction window. I went ahead and got this issue reported and will post back with any updates.

-Coach Natalie

SIMPL-20773 // SIMPL-20210

Coach Natalie

@onlyme, a fix for this issue can be expected with the 4.9.0 Web Release.

Thank you!

-Coach Natalie

onlyme

@Coach Natalie thanks! What's the fix? Just removing it as an option?

Coach Natalie

@onlyme, I think they're fixing it so you can link across accounts. We shall find out! 🤞

-Coach Natalie

HerPurposefulPockets

@Coach Natalie - Awesome, thanks! Is there info available on the schedule for 4.9.0 Web Release? New here and I don't readily find a roadmap but I would appreciate you letting me know if I've overlooked! Best, Rebecca

Coach Natalie

@HerPurposefulPockets, thanks for the inquiry!

4.9.0 was just released to the Quicken Simplifi Web App yesterday. We don't have a schedule or road map for releases, but you can view all of our release notes here once they're published: https://community.simplifimoney.com/categories/updates-from-the-product-team

I hope this helps!

-Coach Natalie

Coach Natalie

Hey everyone, this issue appears to be fixed and Refunds can be linked across accounts! 🎉

-Coach Natalie