Refund tracker only shows account that transaction was originally made in
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.
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@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
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@Coach Natalie thanks! What's the fix? Just removing it as an option?
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@onlyme, I think they're fixing it so you can link across accounts. We shall find out! 🤞
-Coach Natalie
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@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
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@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:
I hope this helps!
-Coach Natalie
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