Elevations Credit Union - Linking caused transactions to be downloaded into 2 accounts

System
System Administrator admin
edited December 2025 in Adding and Updating Accounts

This discussion was created from comments split from:

Elevations Credit Union sync outage - to.100 error (edited).

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  • RFL281
    RFL281 Member ✭✭

    Argh, I just noticed another issue. I have several accounts with the bank. When I did briefly reconnect them, I was prompted to match each bank account with its existing account in Simplifi. I was careful to match each one. However, one of the accounts synced transactions to two different Simplifi accounts anyway, duplicating those transactions in both accounts.

    I removed the duplicated transactions from the wrong account, but since some of them were matched to the other side of bank transfers, it removed those transfer connections and set them to Uncategorized. I had to reset them manually.

    I think I have it sorted out now, but it was pretty annoying. Happy share details if it would help solve this issue.

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @RFL281, thanks for reaching out to the Community!

    I went ahead and split your comment into a new discussion, as it pertains to a different topic. With that, I am glad to hear you were able to resolve things manually! If the issue pops up again, please be sure to let us know before making manual corrections so we can do some troubleshooting with you.

    Otherwise, I hope things continue working well for you!

    -Coach Natalie

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