Pending expenses downloaded as income (edited)
The last couple days, every pending expense transaction is getting downloaded from my bank into Simplifi as income, with the wrong sign and an incorrect category.
Since I don't want to manually edit nearly every transaction, how do I fix this problem, which seems to be a data import issue?
As these transactions update or post at my bank, Simplifi is then seeming to delete them entirely. A day or two later, some of them have started reappearing, corrected, but I haven't yet confirmed if it is everything. However, even if they eventually fix themselves, the initial incorrect download is problematic, because it throws off the "available to spend" in the spending plan, widgets, cards, etc., as it prevents recurring bills from matching, and other such inconveniences.
Comments
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This has happened to other users, but luckily (knocking on wood), it hasn't, that I recall, happened to me. I'm glad that some of the transactions resolved themselves once they cleared. I assume the signs were correct at the bank's website?
If I were you, I would go ahead and fix the ones that have cleared because I doubt they will fix themselves now. Your balance should now be correct assuming the bank sent Simplifi the right balance because Simplifi ignores cleared transactions when computing the balance. But as you say it messes up the Spending Plan. So just go ahead and fix them. It shouldn't be difficult to find the positive amounts in the transaction list and change them to negative.
I would also have either fixed or even deleted the incorrect pending transactions. But that's just me. It's your data and you want it to be correct.
One of the coaches will be along later, and they might have some other ideas. It all depends on whether this was a one-time glitch or keeps on happening. If the latter, you might need to reset the connection or disconnect the account and start over.
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 2009
MS Money (1991-2009) and Dollars & Sense (1987-1991)0 -
Yes, signs were correct at the bank.
This has been a recurring issue for multiple days, not just a one-time occurrence.
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Hello @squirrelbeforesunset,
Thank you for reaching out! To clarify further, can you please let us know what financial institution this issue is occurring under? I would have you check whether the following steps resolve the issue you are seeing with the account:
- Make all of the accounts with the bank manual by following the steps here.
- Once you see the account(s) listed in the Manual Accounts section under Settings > Accounts, go back through the Add Account flow to reconnect to the bank.
- If the connection is successful, carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.
Let us know!
-Coach Jon
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