Fidelity Visa Card account missing transactions

John Wells
John Wells Member ✭✭
edited April 9 in Adding and Updating Accounts

I had to manually enter two transactions (not sure if there are others) that were several days past posting in Quicken Classic (I use them both).

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  • Coach Jon
    Coach Jon Moderator admin
    edited April 8

    Hello @John Wells ,

    Thanks for reaching out! Can you let us know if there are any other missing transactions in Quicken Simplifi at this time? Is the account balance successfully updating? You can try the following steps to see if a new connection would work better going forward:

    1. Navigate to the bank's website, sign in, and then remove Quicken's access from the bank's third-party linked apps.
    2. Navigate back to Quicken Simplifi, and make all of the accounts with the bank manual by following the steps here.
    3. 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.
    4. If the connection is successful, carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.

    Afterward, I would keep an eye on your accounts and let us know if you notice any more missing transactions!

    -Coach Jon

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