University Federal Credit Union - Missing Transactions

BlueGrits

UFCU (in Texas) transactions are incomplete, showing only one transaction of about a dozen transactions for checking. Ditto for savings.

Coach Jon

Hello @BlueGrits,

Thank you for reaching out! To better clarify your situation, are your accounts manual or connected in Quicken Simplifi? Here are a couple of things you can try right away:

• Check the Sort Order. It's possible that your Transaction Activity sort order was changed by accident, or that your sort order was not restored to its default order. For example, if you temporarily sorted the register by Category, the transactions will not be in order by date but rather grouped by Category. From the Transaction Activity screen, click the column header Date. To display your most recent transactions at the top of your Transaction Activity, ensure the Date column header shows a downward arrow next to it.
• Clear Prior Searches. Quicken Simplifi's search function makes finding transactions quick and easy; however, failing to clear the last search can lead you to believe transactions have gone missing. Be sure your search history is cleared by clicking the gray circle with an X. From the Transaction Activity screen, click in the Search Transactions field. Click on the X icon.
• Clear Filter Selections. Using Quicken Simplifi's filters in your account registers will allow you to view just the items that you want to see, however, it's easy to forget to clear the filters. If you believe that you're missing transactions, make sure to check if you have any filters selected and if so, make sure to clear them. Navigate to the right of the Search Transactions field. Click on the X icon.
• Missing Transactions over 90 days old. If this is your first time downloading transactions for an account, it's important to know that banks place limitations on the amount of data you can download into Quicken Simplifi. Most banks allow you to download 90 days worth of data per account; if your missing transactions are more than 3 months old, they will not automatically download into Quicken Simplifi.
  

Thanks,

Coach Jon

BlueGrits

Thank you! After exiting the website, I cleared cache & cookies then went back in —- there were the missing transactions. I am not sure why that approach changed the results, but it would really help if the website itself would prevent that necessity.