Sallie Mae 105 was fixed, now missing history

System
System Administrator admin

Comments

  • Hi Jon

    Last night you must have loaded a "fix" to the Sallie Mae 105 errors. I can now connect to Sallie Mae but there is no history appearing in my Sallie Mae feed. Will you be reloading the history data for us?

    Thx John

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @Jbowman, thanks for reaching out to the Community with this issue!

    Is it possible that you added the account as new instead of linking it to your existing account? If so, you should have all of the history in the original account. You can determine if you have an extra account by looking at your accounts in Settings > Accounts.

    If you do have a new account, you'd want to delete it and then link the fixed connection to your existing account with the historical data. In order to link an account, it has to be in a "manual" state in Quicken Simplifi. Here are the steps to make an account manual and then re-link it:

    1. Make the account manual by following the steps here.
    2. Once you see the account listed in the Manual Accounts section under Settings > Accounts, go back through the Add Account flow to reconnect to the bank.
    3. Carefully link the account found to your existing Quicken Simplifi account(s) by following the steps here

    Let us know if this works for you!

    -Coach Natalie

  • No, it didn't work. I deleted the account and tried to readd it manually but got the same results, I still only see June to September income but nothing earlier.

    Also, as an aside, when I readded the account, I received several transactions labelled as "financial" items when they were only transfers from Sallie Mae. I recatagorized them, linked them to the original transaction and they are now in the correct buckets.

    Can you help me find my original account?

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @Jbowman, thanks for the reply!

    You can navigate to Settings > Accounts to see all of the accounts that you have in Quicken Simplifi. I would suggest checking under the Sallie Mae section, as well as the Manual Accounts section. Quicken Simplifi doesn't delete historical data when re-linking an account, so if you can't find the original account, it was likely deleted. Were you tracking the account manually while the connection was down, or when was the last time you looked at the account and confirmed it had historical data?

    If you still need assistance with locating the original account, it would be beneficial for you to contact our Chat/Phone Support Team, as they are able to engage in a private screensharing session with you where they can walk you through where to look.

    https://support.simplifi.quicken.com/en/articles/5077917-how-to-contact-support

    -Coach Natalie

  • Magotaux
    Magotaux Member
    edited October 26

    [Removed - Duplicate Post]

This discussion has been closed.