Missing transactions, duplicate transactions (edited)

KRS
KRS Member
edited May 11 in Adding and Updating Accounts

Greetings, your banner on sign in said you were aware of a bug and had fixed it. I am missing MANY transactions between April 1 and 12. And duplicates beyond that. The data is not matching the credit card statement you imported.

Please help!

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  • Coach Jon
    Coach Jon Moderator admin

    Hello @KRS,

    Thanks for reaching out! Sorry to hear about the issues you are experiencing with your transactions. I would verify if the following steps work to bring the missing transactions into Quicken Simplifi:

    • Make all of the accounts with the bank manual by following the steps here.
    • 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.
    • If the connection is successful, carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.

    If that still does not work, please let us know if it is just one account that is affected or multiple. We will also need the following information:

    • The name of the account the transactions are missing from, as it appears in Quicken Simplifi.
    • The Date, Payee, and Amount of a few example transactions that are currently missing in Quicken Simplifi.
    • A screenshot of the example transactions from the bank's website.
    • A screenshot of the corresponding register in Quicken Simplifi showing that the transactions are missing.
    • Confirm whether the missing transactions are impacting the balance in Quicken Simplifi or not.

    -Coach Jon

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