Help finding and removing transactions assigned to Account: Unknown (edited)

SmittyVA

While researching a large anomaly in the "Spending" dashboard widget (see first image),

I discovered a significant number of transactions in that month (and more in prior months) assigned to the account "Unknown":

The correct account these transactions should have been in was marked "Excluded" from Spending Plan and Reports, so the transactions should not have been visible in the Dashboard in the first place.

Upon further investigation, these transactions do not appear to be duplicates. I can tell which account they should be in (many are investment transactions), but you cannot navigate to this "Unknown" account to fix the transactions. Nor can I cannot find where to search for all transactions in an "Unknown" account without just bumping into anomalies.

How do I search for these transactions, and how can they can be added back to the correct account? Their existence means I cannot trust any dashboards or reporting data in Simplifi 🙁

Coach Jon

Hello @SmittyVA,

Thanks for reaching out! I wasn't able to reproduce this issue, unfortunately. To help further clarify your issue, can you please check whether the same "Unknown" account information still appears in another web browser/incognito mode?

If you are able to locate these transactions due to knowing which account they should be in, can you let us know whether they still show as "Unknown" in the Account field? Based on your graph and transaction detail screenshot, it looks like searching in the month of December should help you locate them. Let us know!