Robinhood Gold Credit Card
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Also, no support for Robinhood joint account in addition to credit card!
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FYI, we're still waiting for our aggregation partner to enable support for the Robinhood Gold Card. I just got word that it should be happening tomorrow (12/3)! (I received my Gold card in the mail today, so I'm anxious to set it up as well!)
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Is this accurate? Any additional information?
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Still waiting. No response from our aggregation partner yet, despite multiple requests. We've all been there… ;)
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I see it now! I guess they enabled it overnight. I've only made a couple purchases, but I see them!
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@Quicken_ChrisC Firstly, thank you for passing on this information!
Did you have to remove your existing account and reconnect/relink it to get this to work?
Also, once it worked, did it show the history of transactions that occurred prior to connecting the account or only transactions that occurred post linking the account?
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Full disclosure: I'm using Quicken Classic (I'm a programmer on the Mac team) but it uses the same aggregation partner as Simplifi in this case, so the basic connectivity should be the same.
I went through the Add Account flow again, which showed my already-linked accounts as well as the credit card as a new account. In my case, I chose to add the credit card and link it to an existing manual account I had in Quicken Classic (I was entering my credit card payments as transfers, etc).
It downloaded my current balance as a positive number rather than a negative number, though. In Quicken Classic, that means that it created an opening balance adjustment that I needed to correct. I confirmed that this value is coming from our aggregation partner (not inside the Quicken services) so I've passed that along as a bug report…
It downloaded all my transactions. However, I just got the card, so my first transaction was just over a week ago. I can't speak to how far back it goes. It varies by the FI as to how far back they will send to us. For example, AmEx goes back decades for me, but some other FIs only go back 90 days or so.
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So excited this finally happened! I honestly had just downloaded a competitor's budgeting app last week to start to transition because my Simplifi subscription is almost over. I'm so happy that I can just stay put on Simplifi. It added all my transactions back to when I first got the Gold Card in July. The one issue though is that the credits to the account such as returns at stores, or refunds etc all did not show with a + in front of them so they came in as debits rather than credits. I had to go all the way back and change all of these from looking back at the Robinhood Gold Card app. This needs to be fixed!! Please add this to the bug report….
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@jgjjr4 Interesting problem! The only credit transaction I have is a payment, and it came through with the correct sign even though the sign of the overall account balance was wrong (positive rather than negative). Do your payments have the right sign? It's just the returns/refunds that have the wrong sign?
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@Quicken_ChrisC Yes all the payments came in perfectly with a + in front of them. Returns/refunds were not positive and showed just like any of the other charges/debits.
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@Quicken_ChrisC @jgjjr4 I was able to add my credit card account as well. Here's my gist:
- This FI's transaction history goes back only 90 days.
- Pending transactions are also visible.
- The sign of all credit transactions are correct.
- The sign of all refund transactions are incorrect. It's shows up just like any other charge/debt, i.e. it's missing (+) in front of the transaction amount.
- However, credit card payment transaction has the correct sign (+)
- The sign of the Total balance of the card is incorrect (Not negative)1 -
@jgjjr4, I was asked to let you that they're logging a ticket with Robinhood for your reverse register. 🙂
-Coach Natalie
-Coach Natalie
*Check out Quicken Simplifi's Community Meetup Newsletter!
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@Coach Natalie Thank you so much! The behavior on mine was exactly like @vchan described with total balance being not negative but positive, and then the refund transactions showing like charges/debt. Monthly statement payments on the card show correctly as + transactions and are green. Appreciate the help with this!
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@Coach Natalie @jgjjr4 @Quicken_ChrisC
Here's the other thing that I noticed.
As previously stated, the initial total balance/opening balance was incorrectly signed showing a positive value when it should have been negative but the numerical figure (modulus) was correct. While subsequent transactions (charges) made after the account was linked are being correctly recorded as credits (negative), the initial misclassification of the total balance is causing the running balance to be inaccurate. In short, my credit card's reported total balance is no longer accurate after some recent (post account linking) transactions.
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Total balance bug seems to be fixed. Thanks.
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Hey everyone, the balance issues should now be fixed!
-Coach Natalie
-Coach Natalie
*Check out Quicken Simplifi's Community Meetup Newsletter!
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@Coach Natalie @Quicken_ChrisC Thanks to everyone for the work on this, the total balance bug is fixed. However, credits or refunds are still not coming in as positive. I just had 2 returns post yesterday, and they were not shown as (+)refunds or credit to the account, they were shown just like all the other charges.
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Looking back further none of the refunds are shown correctly.
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@jgjjr4, thanks for letting us know!
We need from you:
- The name of the account, as it appears in Quicken Simplifi.
- The Date, Payee, and Amount of the affected transactions.
- A screenshot of the Transaction Detail view for each of the transactions in Quicken Simplifi.
- A screenshot of the transactions from the bank's website.
Please also submit your logs via the 'Send Feedback' option:
- Log into the Quicken Simplifi Web App.
- Select Profile from the left-hand navigation bar.
- With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
- Leave all boxes checked, add a brief description of the issue, and then click Send.
-Coach Natalie
-Coach Natalie
*Check out Quicken Simplifi's Community Meetup Newsletter!
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I reported this through the app with the Send Feedback function. I can't believe I'm the only one this is affecting though, so I really would like not to have to jump through all the other hoops mentioned. We waited a long time for this integration and it's working great EXCEPT every single return or credit to the account is not showing as such with a + and in green as a positive/credit. We have had a ton of these leading up to Christmas and I've had to go into the app and switch every single one by going off the Robinhood app and switching them in Simplifi. All of these refunds just show up like every other charge in Simplifi. Even though the details of the transaction if you click into it clearly says refund. Can you let me know where the status of addressing this is? @Coach Natalie @Quicken_ChrisC
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@jgjjr4, thanks for the reply!
The last directive was to obtain the data outlined above from you, so we'll need to do so in order to file a ticket:
Feel free to send it to me via DM for privacy.
-Coach Natalie
*Check out Quicken Simplifi's Community Meetup Newsletter!
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@Coach Natalie Sent you a DM thank you so much for your help!
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@jgjjr4, thanks for the DM!
Sorry for the confusion — by the account name, we need the name of the Robinhood credit card account that the transactions reside in, as it appears in Quicken Simplifi. Can you also call out a few recent example transactions (2-3 examples) with which the issue is occurring with the Date, Payee, and Amount, please? It would also be nice to have a screenshot of the Transaction Detail view for each of those examples. This view is easier to obtain from the Quicken Simplifi Web App since you can see the entire transaction in 1 screenshot.
Here is what the Transaction Detail view looks like for one of my transactions on the Web App:
If the examples provided occur after the date of 12/19, please also submit fresh logs via the 'Send Feedback' option so the logs capture the examples. It looks like the last time logs were submitted was 12/19.
- Log into the Quicken Simplifi Web App.
- Select Profile from the left-hand navigation bar.
- With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
- Leave all boxes checked, add a brief description of the issue, and then click Send.
Much appreciated!
-Coach Natalie
*Check out Quicken Simplifi's Community Meetup Newsletter!
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@Coach Natalie I did all of that.
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@jgjjr4, thanks for calling out a few examples!
When looking at those examples in the screenshots, they show as positive amounts in Quicken Simplifi. If they're refunds or credits, aren't they supposed to show as positive amounts? I also see that they are positive amounts on the bank's website, so the data seems to match. Did you manually modify them in Quicken Simplifi? If so, we will need some examples that actively show the issue. Can you provide the Transaction Detail view for a couple of newly downloaded transactions that the issue occurs with before modifying them, please? Based on your description, I would expect to see the credits listed as expenses in Quicken Simplifi.
@vchan, thanks for letting us know! Please provide the information requested above while the issue is actively occurring so we can review your case for escalation:
Thank you, both!
-Coach Natalie
*Check out Quicken Simplifi's Community Meetup Newsletter!
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@Coach Natalie I explained that in my message and in most of my posts that I have manually changed them all. I do this because I need it to be accurate. They look EXACTLY like this prior to my manual change except they have no + sign and are not green. They just show as any other charge. I'm done trying to send these, I feel like I've jumped through every hoop and it's not my job. This should be easily communicated to the appropriate parties. I hope it's resolved soon.
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I'm really sorry that sounded rude, and I did not mean it like it sounded. I know you are trying to help, I do just feel frustrated because I've been asking and pursuing integration since July and finally got it and it partly works. I don't have any more energy for this, but hope that people at Simplifi do so this actually can be considered a working integration. I feel like I've invested more time than I'd like in having a working product.
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@jgjjr4, no worries, we just have to obtain certain data and proof of the issue to file escalations from the Community. I will ask our engineering team when they return after the holiday if what you've provided thus far will work.
Thank you, and Merry Christmas!
-Coach Natalie
-Coach Natalie
*Check out Quicken Simplifi's Community Meetup Newsletter!
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