Citizens Bank transactions not updating (edited)

Account balance is up to date, but transactions from my bank arent posting timely. Makes this tool useless. How can i manage my budgeting if information is not timely recorded

Comments

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @sunyab1984, thanks for reaching out!

    Please provide a bit more information so the Community can get a clear picture of what's going on, such as:

    • The name(s) of the bank(s) in question.
    • Describe what exactly is occurring — are you missing transactions, is the balance not updating, etc.
    • How long the issue has been occurring.
    • What steps have you taken to resolve the issue?

    We look forward to your reply!

    -Coach Natalie

    -Coach Natalie

  • Citizens bank….the last update of transactions was on 12/22,,bank balance is correct

  • the transactions after 12/22 show on my banking app and website

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @sunyab1984, thanks for posting back with additional details!

    I'd suggest resetting the connection for the bank by following the steps here: https://help.simplifimoney.com/en/articles/4857199-how-to-reset-your-account-connections

    Please let us know how it goes!

    -Coach Natalie

    -Coach Natalie

  • TS5150
    TS5150 Member

    I am experiencing the exact same issue with Citizens. I have reset my connection multiple times, the connection is successfull and the balance is correct but no transactions are being passed into Simplifi.

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @TS5150, is the issue occurring on a credit card account, by chance?

    Please let us know, thanks!

    -Coach Natalie

    -Coach Natalie

This discussion has been closed.