nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Missing Transactions from Manual Accounts

QuentonL

I recenny transitioned from Quicken Classic to Quicken Simplifi. Everything was going well until one day I notice that my manual accounts (that are not connected to a bank) no longer had any transactions. The filters for the account are clear and are set to show all of my transactions. I have attached an image to this post. Also I can no longer add a transaction to my manual accounts. I receive a message that says "Sorry but we are unable to make your changes." I have attached an image of this error message to this post. I also cannot contribute to my Savings Goals. When I try to make a contribution I receive a message that says "An Error has occured. Please try again." I have attached an image of this error message to this post. Does anyone know what is going on? Any assistance would be appreciated. Thanks.

i.e.-My bank connected accounts are fine.

Simplifi error2.jpg

Simplifi error.jpg

Simplifi error4.jpg

Find more posts tagged with

Transactions

Comments

RobWilk

Are these current or historical accounts? There is or was an option to show transactions since a certain date in the register. If the transactions are llder they may be hidden by this

Coach Jon

Hello @QuentonL,

Thanks for reaching out! This is certainly a strange issue. To clarify, is this issue affecting all of your manual accounts, or just a single manual account? When did you notice that your transactions were missing? Have you tried in another web browser/incognito mode to verify if the issues you mentioned are present there?

Let us know!

-Coach Jon

QuentonL

Hello Coach Jon. It is affecting all of my manual accounts. I noticed they will missing about two weeks ago. I normally use Chrome but I have tried Edge and they are still missing. I have also tried the iPhone and iPad iOS app and they are still missing. I have also tried incognito mode and they are still missing. Also, I cannot manually add a transaction.

QuentonL

Hello RobWilk. These are all current accounts. The filter for all of these manual accounts and set to show all transactions.

Coach Jon

Hello @QuentonL,

Thanks for clarifying. Are you able to create a manual account? If you can, does creating manual transactions work there? If it does, the fastest and easiest way to resolve this issue would be to recreate your manual accounts. Then you could create a manual transaction within those accounts or even import your transactions. https://support.simplifi.quicken.com/en/articles/4413430-how-to-manually-import-transactions#h_a40057a0e7

I hope this helps!

-Coach Jon

DryHeat

@QuentonL — I don't know if this will help you figure out what is happening, but…

Do any of your still-functioning accounts contain transactions that are transfers to one of the damaged manual accounts (where all the transactions have disappeared)?

If so, do any of those existing transfer transactions have a "Go to other side" link as shown below?

If so, what happens if you click the link?

QuentonL

Thanks DryHeat, When I click "Go to other side" nothing happens. It kind of freezes up. I did try Coach Jon's suggestion and I am able to create a manual account and savings goals.

QuentonL

Thanks Coach Jon. I am able to create a manual account and contribute to savings goals. I think I will just start from scratch regarding my manual accounts and savings goals. Thanks.