Bank of the west - no transactions

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ELS
ELS Member
edited February 2023 in Adding and Updating Accounts
I'm a new user. I've connected my Bank of the West accounts and the balances are correct but there are no transactions - past or present for the account.I have tried re-connecting the account but no change or update to the accounts. Any advice?

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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
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    Hello @ELS,

    Thank you for reporting this issue to the Community, although I'm sorry to hear that you're missing transactions for your Bank of the West account in Simplifi. 

    To clarify, by reconnecting the account, did you reset the connection, or did you fully delete and re-add the account? If the former, I'd suggest going ahead and fully deleting and re-adding the account to see if you have better luck the second time. 

    If the issue persists please provide us with the following information so we can take a closer look:
    1. The name of the account in question, as it appears in Simplifi. 
    2. The Date, Payee, and Amount of 3-4 example transactions that are missing. 
    3. Confirm whether the balance of the account in Simplifi matches the balance shown on the bank's website. 
    Please let us know how it goes!

    -Coach Natalie
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