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Missing Transactions (monthly re-occurrence)

BlueGrits

Once again, Simplifi disappoints by showing no failure to connect but still not fetching transactions for University Federal Credit Union (ufcu.org) with the last transaction shown even though UFCU shows FIVE transactions since then.

Since this happens month after month, how can I get it escalated?

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Coach Kristina

Hello @BlueGrits,

Thank you for letting us know you're encountering this issue. To clarify, is this issue the same as the issue you reported in January?

https://community.simplifimoney.com/discussion/10966/simplifi-not-updating-transactions-for-ufcu-org

If it is, then did you follow the directions from Coach Jon's last post?

https://community.simplifimoney.com/discussion/comment/46870#Comment_46870

If you did, what happened? If you did not, please follow those steps.

I look forward to your reply!

BlueGrits

Yes, that works as a one-time workaround, but I'm looking for a permanent solution which doesn't require that I have to continually check to see if Simplifi is actually working as it should and then having to manually recover system faults on a regular basis.

Coach Natalie

@BlueGrits, thanks for the reply!

If the issue is resolved by performing a reset of the account, or by disconnecting and reconnecting the account, we wouldn't typically be able to escalate it. To better understand the issue, though, do you only check Quicken Simplifi once a month and notice that transactions didn't download into the account, or does the account download transactions as expected most of the time, and then stops once a month?

To add some clarity, you do have to open Quicken Simplifi and refresh your accounts to have transactions download. They won't download in the background or anything along those lines. Users typically need to refresh their accounts, and then review the transactions that download from doing so, so that correct categories can be assigned, missed links to recurring reminders can be made, etc. So there is some manual intervention required to use the program efficiently.

Please let us know so we can best assist!