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Refresh not working for Fidelity and Vanguard (edited)

richards_1025

I have both Fidelity and Vanguard account, and BOTH are connected to Simplify.

When I do a refresh, or when a refresh takes place daily, as I have requested it to do, NOT ALL

OF MY Vanguard or Fidelity transactions are coming across to my Simplify account. This has happened several times. THIS IS 100% ——→ A bug.

When will this bug get fixed?????

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Coach Kristina

Hello @richards_1025,

Thank you for letting us know you're encountering this issue. To help troubleshoot, please provide more information. When did this issue first start? Are you seeing any error messages/codes when attempting to update your accounts?

If you haven't already done so, I recommend following the instructions in this article to troubleshoot the issue:

https://support.simplifi.quicken.com/en/articles/3412682-troubleshooting-missing-transactions

I look forward to your response!

richards_1025

I noticed this problem in early June, for the month of May (transactions) from either Fidelity or Vanguard….I can't remember which. I never could get it resolved.

THEN on July 3 (approx. a month later), I went on to my Simplify account (on my laptop) and I noticed that MANY of my June 30th transactions POSTED ON BOTH my Fidelity account and my Vanguard account DID NOT COME ACROSS onto my Simplify account (on my laptop). MANY (over a dozen) OF THE June 30th transactions did not come across. These were mostly interest transactions, paid on June 30th, at both Fidelity and Vanguard. So I repeatedly performed "refresh" on Spotify, and STILL these transactions were not coming across to Spotify. I called Quicken and was told to try deleting the Fidelity and the Vanguard accounts from simplify, then open them in simplify as new accounts, and do a reload of all transactions from both Fid and Vang. I did, and IT WORKED…I GOT ALL transactions to come across, including the June 30th transactions that were not coming across before.

THIS IS OBVIOUSLY A BUG in the simplify software. SURELY, I will not have to delete both me Vang and my Fid accounts in simplify, in order to get ALL transactions to load every month, RIGHT???

Coach Jon

Hello @richards_1025,

Thanks for reaching out! We cannot be sure this is a bug as of yet at this point. To further clarify your situation, do you have any current missing transactions in your accounts, or is everything correct at this point? I would still suggest establishing a fresh connection at this point to see if this resolves the issue:

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.

If this does end up resolving the issue, be sure to let us know!

-Coach Jon

richards_1025

Transactions ARE CURRENT. READ MY message above!!!!!!!

Your REFRESH IS NOT WORKING correctly!!!!

Read my message above.

Coach Jon

Hello @richards_1025,

Thanks for the reply. I did read your previous messages, and if you are currently missing no transactions within Quicken Simplifi, due to the fix offered previously, we would not be able to assume this is a bug. If the behavior you mentioned occurs again regarding the missing transactions, please let us know so we can start troubleshooting at that time.

-Coach Jon