Chase Missing Transactions

PTD Member
Hi All - My chase credit card randomly is not uploading my April transactions.  The rest are uploaded correctly.  A refresh isn't doing it.  Other than manually typing these in, any thoughts on solutions?

Best Answer

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Answer ✓
    Hello @PTD,

    Thank you for posting your inquiry to the Community!

    When you originally connect to your bank in Simplifi, you'll usually only get 90 days' worth of transactions -- is this the case with your situation, or did the account randomly not download a whole months' worth of transactions?

    Besides manually entering the transactions, you do also have the option to import the transactions from a CSV file. More details and the steps to do so can be found here:

    Please let me know how it goes! 

    -Coach Natalie
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