Space Coast CU Connection Issues

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Comments

  • Travis B.
    Travis B. Member

    After multiple attempts I was able to get the account balances updated, but none of the transactions imported.

  • Coach Jon
    Coach Jon Moderator admin

    Hello @Travis B.,

    Thanks for the follow-up. I am glad you were able to get connected again. I did hear back from the service provider on this issue stating they implemented a possible fix. To clarify your response, you were able to get connected, but no transactions are downloading into the account? If that is the case, please try making 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.

    Thanks,

    Coach Jon

  • Travis B.
    Travis B. Member

    Adding the accounts manually and trying to link them did not work. I just went ahead and deleted the connection to start fresh. This went pretty smoothly, but my transactions are still not showing up. However, the balances are correct.

  • Coach Jon
    Coach Jon Moderator admin
    edited January 30

    Hello @Travis B.,

    Thanks for letting us know. I can see from our side that you did not receive any errors today when connecting to Space Coast Credit Union. Did the transactions end up downloading? If not, please provide the following information:

    • The name of the account the transactions are missing from, as it appears in Quicken Simplifi.
    • The Date, Payee, and Amount of a few example transactions that are currently missing in Quicken Simplifi.
    • A screenshot of the example transactions from the bank's website.
    • A screenshot of the corresponding register in Quicken Simplifi showing that the transactions are missing.
    • Confirm whether the missing transactions are impacting the balance in Quicken Simplifi or not.

    -Coach Jon

  • Travis B.
    Travis B. Member
    1. All accounts related to SCCU, specifically "Checking_Joint".
    2. See below

    3. See above

    4.

    5. Balances are correct.

  • Coach Jon
    Coach Jon Moderator admin

    Thanks @Travis B.,

    I have escalated this issue and will be sure to follow up here when I receive an update on the status of this issue. Thank you for your patience!

    -Coach Jon

    EWC - 11563009

  • Travis B.
    Travis B. Member

    It appears to working now. The transactions have downloaded correctly. This is first time since I joined in November that this is true.

  • Coach Jon
    Coach Jon Moderator admin

    Hello @Travis B.,

    Our service provider implemented a possible fix, so if that resolved your issue, we are glad to hear it!

    -Coach Jon

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