See transactions in Activity

GIJosh

It would be very useful to see transactions that are still listed as in activity by our financial institutions, as well as ensuring our balances are up to date. Waiting for items to post before they are imported causes gaps and inaccuracies in Simplifi, especially over the weekend.

Coach Natalie

Hello @GIJosh,

Thanks for posting to the Community, although I'm sorry to hear that you're experiencing some issues with your accounts updating in Simplifi.

I went ahead and moved this out of Feature Requests, as it sounds like what you're looking for is already supported and we perhaps need to take a closer look at what's going on with your accounts not updating properly. To clarify, are you referring to pending transactions not downloading in Simplifi from your bank, and therefore not being deducted from your balance?

https://help.simplifimoney.com/en/articles/5654045-does-simplifi-download-pending-transactions

https://help.simplifimoney.com/en/articles/4202003-how-to-resolve-balance-discrepancies

There are some major financial institutions that don't support the downloading of pending transactions, such as Wells Fargo, USAA, and Capital One. Unfortunately, there's nothing further that we can do to add support for this. Is this what you're seeing? Or are you noticing that your balance just isn't updating and transactions aren't downloading specifically over the weekends? If this is the case, what bank is it?

Please let us know so we can best assist!

-Coach Natalie