Citizens Bank transactions not updating (edited)

sunyab1984
sunyab1984 Member
edited February 2024 in Managing Your Transactions

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

  • 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.