Gesa Credit union connecting but not updating transactions

Bill G
Bill G Member ✭
edited November 27 in Adding and Updating Accounts

Gesa CU apparently made a change to their system over the week-end. Since then, Simplifi does connect and gets the balance of accounts from the night before, but not downloading transactions and the balances are not real time. I called Gesa twice to no avail. They want to blame Quicken for their problem. Maybe coming from Quicken would wake them up.

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  • Coach Jon
    Coach Jon Moderator admin

    Hello @Bill G,

    Thanks for reaching out! To clarify your situation, you are successfully connected in Quicken Simplifi to Gesa Credit Union, but transactions aren't downloading, correct? I would suggest a fresh new connection to see if this resolves the issue here. You can make the accounts manual and then use the Add Account flow to get a completely fresh connection. If the connection is successful, you'll then want to link the accounts to your existing Quicken Simplifi accounts.

    Additionally, I noticed that there are two instances available in Quicken Simplifi for this financial institution. Have you tried them both?

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    Thank you,

    Coach Jon

  • Brooce
    Brooce Member ✭

    Hello @Coach Jon,

    I'm having the same issue as @Bill G. I went through the process with the help center, ticket 11416600, to make my Gesa Credit Union accounts manual, and then add them back again as new accounts and link them to the manual ones. This process worked seamlessly and was easy to follow. I then waited 6 hours so that the transactions could be pulled automatically again during a login to Simplifi. The account balance shows the correct amount for each account, but Simplifi does not show any transactions since 11/18/2024. This is the last day I can see Gesa transactions in Simplifi before Gesa did a major update to their website over the following weekend. When I view the transactions on Gesa's website I can see that I have had at least 6 transactions during the week of 11/25/2024, including a recurring paycheck, but they are not showing up in Simplifi.

    I have a feeling that there is an issue with the way Simplifi is attempting to pull in the transaction data from Gesa since they did their website upgrade and it will need to be fixed by your technical support team.

    Thanks!

    -B

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @Brooce, thanks for posting on this topic!

    Please provide the following data so we can review your case for escalation:

    1. The name of the account the transactions are missing from, as it appears in Quicken Simplifi.
    2. The Date, Payee, and Amount of a few example transactions that are currently missing in Quicken Simplifi.
    3. A screenshot of the example transactions from the bank's website.
    4. A screenshot of the corresponding register in Quicken Simplifi showing that the transactions are missing.
    5. A screenshot of the Accounts Summary page from the bank's website that lists all accounts and balances (feel free to redact any personal info) and has a wide enough scope to show the page URL (this must be taken from a web browser and not a mobile browser).

    Please also submit your logs via the 'Send Feedback' option:

    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.

    We look forward to hearing back from you!

    -Coach Natalie

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