Refund Reminder Card Displays on All Accounts

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Charles Collins
Charles Collins Member ✭✭✭
edited July 3 in Report a Bug

I created a refund against a transaction using the edit original transaction. The refund card then displayed on the reminders carousel tray at the top of the account page as expected.

However, it also displays on the reminder tray of every other payment account checking and credit cards.

Never happened before. See if you can duplicate the event or it is a single problem with my account instance.

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  • Coach Kristina
    Coach Kristina Moderator admin

    Hello @Charles Collins,

    Thank you for letting us know about this issue. I tested in my Quicken Simplifi and see the same thing that you report.

    I forwarded this issue to the proper channels for further investigation and resolution. If you would like to contribute to the investigation, then please send logs by following the steps below:

    1. Log into the Quicken Simplifi Web App.
    2. Select Profile from the left-hand navigation bar.
    3. With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback. 
    4. Leave all boxes checked, add a brief description of the issue, and then click Send.

    Thank you!

    -Coach Kristina

  • SRC54
    SRC54 Superuser ✭✭✭✭✭

    Yep, same thing happens with me as well. Weird.

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009

  • stacyvance
    stacyvance Member ✭
    edited June 23

    Hello - as of today in both the app and web portal, any saved transactions in Reports: Refund Tracker are showing in cash flow for all accounts, regardless of which account they're related to.

    As an example, I set up three future refunds in Reports: Refund Tracker; the Y and Venmo ones are related to my checking account and the IRS one is related to my savings account. And yet, here they are as part of my car's value?

    IMG_8791.PNG

    Here's an individual shot of the first of these refunds to confirm the account it's related to:

    IMG_8792.PNG

    This wasn't happening previously and is creating difficulty when tracking future cash flow related to a particular account.

  • Coach Jon
    Coach Jon Moderator admin

    Hello everyone!

    We were able to reproduce this bug on our side and have reported this issue to our product team. We will be sure to follow up here when we have any status updates!

    @stacyvance, Thanks for also reporting this issue! We did merge your post here with the other users reporting this issue, so that you can also follow along here.

    -Coach Jon

    SIMPL-27798

  • EL1234
    EL1234 Member ✭✭✭✭

    Thanks @Coach Jon ! I am also experiencing this bug.

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