When I search for uncategorized transactions, it also shows [me] balance adjustments. Why?

Oogway
Oogway Member ✭
edited September 15 in Troubleshooting

When I search for uncategorized transactions, it also shows be balance adjustments. Why?

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  • SRC54
    SRC54 Superuser ✭✭✭✭✭

    Interesting. I couldn't reproduce this on my file. How are you searching for uncategorized transactions?

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    MS Money (1991-2009) and Dollars & Sense (1987-1991)

  • Coach Kristina
    Coach Kristina Moderator admin

    Hello @Oogway,

    Thank you for letting us know you're seeing this. Like @SRC54, when I tried typing Uncategorized in the search box, I did not see any Balance Adjustment transactions in the results.

    Are you using the search box, or are you filtering by the Uncategorized category? Are the balance adjustments you're seeing in accounts that you update manually, in connected accounts, or both?

    I look forward to your reply!

    -Coach Kristina

  • Oogway
    Oogway Member ✭

    Hi Coach Kristina,

    I see this when using Quicken Simplifi on my Windows Desktop PC. I see two categories called "Uncategorized" when I go to Transactions and try the filter. The first "Uncategorized" correctly pulls up only Category = Uncategorized. But the second "Uncategorized" pulls up Category = Uncategorized & Balance Adjustments. Screenshot attached. These Balance Adjustments occur to my Primary Residence.

    Screenshot 2025-08-15 042821.png
  • Coach Jon
    Coach Jon Moderator admin

    Hello @Oogway,

    Thanks for the reply! Our product team does have a fix rolling out for the double "Uncategorized" category filter with the 4.72.0 web release of Quicken Simplifi. I would definitely suggest waiting until that version comes around to see if that fix ends up resolving the issue you are seeing here.

    -Coach Jon

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