Chartway Federal Credit Union accounts updating totals but not transactions

yakoaohw

Chartway Federal Credit Union is no longer updating transactions when it updates. The totals for the account change, but no transactions are included. I have tried resetting the connection multiple times, but the issue persists. No error message is displayed.

I am able to manually download a CSV file and update my account, but this is less than ideal.

[Edited - Readability]

Coach Kristina

Hello @yakoaohw,

Thank you for letting us know you're seeing this issue. To help troubleshoot, please provide more information:

• When did you first notice this issue?
• Are the missing transactions showing as pending or cleared on the financial institution website?

You mentioned that resetting the account did not correct the issue. Please try making the problem account manual, adding the account, and linking it to the existing account.

To make the account manual, please follow these steps from our article on manual accounts:

1. Click the Settings (gear) icon in the upper-right corner.
2. Select Accounts.
3. Find the account you want to convert to a manual account and click the three-dot menu next to it.
4. Select Make Manual.
5. Click Make Manual again to confirm.

Once the conversion is complete, the account will appear in the Manual Accounts section.

To add and link the account, please follow these steps from our article on adding accounts and our article on linking accounts:

1. Click + New.
2. Search for and select your financial institution.
3. Enter your online banking credentials and complete any required verification.
4. When your accounts appear, link each one to its existing manual account.
5. Complete the connection process.

If there’s an account you don’t want to connect, simply uncheck the box next to it.

I look forward to your reply!