Investment transaction downloads defaulting to "Health Insurance" category
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DannyB
Superuser ✭✭✭✭✭
@Coach Natalie
I know this issue came up in another post in the forum but my quick search didn't turn up that post.
When this feature was first released in early access I seem to remember that the Description/Category defaulted to "Uncategorized." Sometime in September the default Description/Category changed to "Health Insurance." This continues to be the case in all investment accounts. My workaround for now until I have time to edit the transactions is to do a bulk edit to change the category to Uncategorized. This is a bit tedious and I'm sure not what we all want for our most favorite of all money management tools
I know as currently deployed I'm going to have to edit each investment transaction to show the correct action and category no matter what default Simplfi chooses, but it makes much more sense to default to "Uncategorized" as that will not impact my reports the way defaulting to "Health Insurance" does.
Here is a sample from one of my accounts as of today:
I know this issue came up in another post in the forum but my quick search didn't turn up that post.
When this feature was first released in early access I seem to remember that the Description/Category defaulted to "Uncategorized." Sometime in September the default Description/Category changed to "Health Insurance." This continues to be the case in all investment accounts. My workaround for now until I have time to edit the transactions is to do a bulk edit to change the category to Uncategorized. This is a bit tedious and I'm sure not what we all want for our most favorite of all money management tools
I know as currently deployed I'm going to have to edit each investment transaction to show the correct action and category no matter what default Simplfi chooses, but it makes much more sense to default to "Uncategorized" as that will not impact my reports the way defaulting to "Health Insurance" does.
Here is a sample from one of my accounts as of today:
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer
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Comments
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Hello @DannyB,
Thank you for reporting this as a bug!
This was previously mentioned in the Investment Transactions Feedback post here (as well as a couple of comments above yours), however, since that thread is for feedback for our Product Team, I'm not doing any bug reports from it.
With that said, our Product Team is aware of the categorization issue with "Health Insurance" for Investment Transactions and they are working hard to resolve it. In the meantime, I'd like to create a front-end ticket for me to track so I can keep you (and others) updated on the issue.
To do so, please provide me with the name of the account that the transactions reside in, as it appears in Simplifi. Please also provide your logs via the 'Send Feedback' option by following these steps:- Log into the 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 Natalie1 -
@Coach Natalie
I sent the a logs via Send Feedback.
Names of accounts that transactions reside in as they appear in Simplifi:- BOYCE JTWROS 2
- Dan TDA-4163
- IRA DANIEL BOYCE
- IRA TERESA BOYCE
- KAWEAH DELTA HEALTH CARE DISTRICT DEFERRED COMPENSATION 457B PLAN
- KAWEAH DELTA HEALTH CARE DISTRICT EMPLOYEES SALARY DEFERRAL 401K PLAN
- ROTH IRA DANIEL BOYCE
- Clover TDA-5498
- Ethan TDA-7331
- Judah TDA-4389
- Luke TDA-1718
- Mia TDA-6059
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer0 -
Thank you, @DannyB!
Since there are so many accounts, would you mind providing the specific account that the screenshot above is from?
-Coach Natalie0 -
@Coach Natalie I don't remember which account that screenshot is from, so... here is a screenshot from "IRA DANIEL BOYCE"
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer1 -
Much appreciated, @DannyB!
I went ahead and got that ticket created and will be sure to post back as soon as any updates are received.
-Coach Natalie
SIMPL-14375 / QCS-149790 -
I noticed my Wealthfront Brokerage account started showing transactions and the UI shows a Beta tag.
"Smart Beta" and "Tax-loss Harvesting" transactions are listed as Action:Payment/Deposit, Category:Health Insurance, and some transactions are listed under Security/Payee and others under Description/Category.
I'd expect the action to be something like reinvestment, and the category definitely not health insurance.0 -
Hello @Pieter,
Thank you for posting to the Community regarding this issue, although I'm sorry to hear that your Investment Transactions are being impacted by this known issue.
Sadly, the issue with Investment Transactions all being assigned "Health Insurance" for the Category is a known issue that our Product Team is working hard to resolve. We don't have an ETA to provide on a fix quite yet, however, I did merge your post with the existing bug report post for this issue so I can keep everyone updated.
In the meantime, you are more than welcome to edit the Investment Transactions to correct the Action/Type and the Category. For more details on editing Investment Transactions, please see our Support Article here.
We appreciate your patience!
-Coach Natalie0 -
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Thanks for the update, @Coach Natalie. My investment transaction downloads have been defaulting to "Uncategorized" for some time now. I'm still working at getting all my past transactions edited to reflect the correct info i.e., Action, Security, Description/Category for all our active accounts. Hope to have this all done in a a week or two. I'll update you on the duplicate downloads in the other thread dealing with that issue.
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer1
This discussion has been closed.