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Excluded transactions show up in a Watchlist

Max1223

Is this a bug?

When I check Exclude from the transaction detail window, it shows below that it excludes "Watchlists". But even after checking this box, it still shows up in the watchlist.

fyi in Reports, the Excluded items show up grey and I assume are not counted in the totals.

Screenshot 2024-06-20 at 11.05.30 AM.png

What is interesting is that when I rollover the transaction in the Watchlist, it shows this. Notice the work "Watchlist" is NOT shown below…

Screenshot 2024-06-20 at 11.11.43 AM.png

I was actually hoping that it would exclude it from the watchlist. Regardless the messaging here is inconsistent.

Thanks

Max

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Comments

Max1223

ok, so I think there can be an improvement on the Watchlist register, the Excluded transaction should show up a grey like in Reports. I do see the totals Exclude the amount, but the transaction appears to be included since it was not grey. I had to manually add up items to see if the excluded was truly not included in the total $ amount. Also, the rollover SHOULD state the the Watchlist is excluded.

Coach Jon

Hello @Max1223,

Thanks for reaching out! We located an existing ticket for what you are reporting here. Our product team is working on making excluded transactions greyed out in Watchlists as well and we will keep you informed as we receive updates going forward.

Thanks,

Coach Jon

SIMPL-19989

Coach Jon

Hello @Max1223,

We are back with an update on this reported issue. We are still able to reproduce the issue from our side, so we gave the ticket a bump in order to see some movement on the resolution of this issue. Thanks for your patience!

-Coach Jon

Coach Natalie

@Max1223, hello!

I'm checking open escalations, and I just wanted to let you know the ticket for this issue is still open and being worked on. We will continue to post back here with any updates.

Thanks for your continued patience!

Coach Jon

Hello @Max1223,

Our product team has implemented a fix for this issue that should be released with Quicken Simplifi Web 6.14.0! Be sure to let us know once that version rolls around, whether this issue is resolved for you.

Thank you!

Coach Jon

Hello @Max1223,

With the release of Quicken Simplifi Web 6.14.0, this fix should now be implemented! We verified that transactions excluded from Reports are now greyed out in Watchlists. Be sure to let us know if everything looks okay from your side!

Thank you!