Problem Updated Fidelity Visa Transactions

EricInAtlanta · January 26

I am a new Simplifi user and I also have this same issue. It just stopped downloading transactions for the Fidelity Rewards Credit Card.

amintzer · February 13

Any update on this - it's been going on for a long time and doesn't seem to be getting better. Downloading transactions is really sporadic - I haven't have any transactions downloaded for 3 days and pending transactions have stopped for a few months.

KSU_SecretSquirrel · February 13

I've noticed it being better than when I reported the issue around the New Year. I forget where they said it, but they mentioned that transactions on the Fidelity Visa won't show as pending and will only show up when they've fully cleared. So the delay is "normal behavior."

dcpwhit · February 20

For me, it is not a delay but it inconstantly imports transactions. Importing the majority but not all. I have the babysit the transaction to cross reference what has been imported/forgotten. Fidelity is my main credit card and this is really dragging down my experience.

EricInAtlanta · February 20

Simplifi doesn't imspire me with confidence at it relates to synching transactions with the Fidelity credit card. I have noticed it will randomly not import all the transactions. I have tried all their "solutions" without luck. Also my other linked transactions will report transactions in "pending" state, but not the Fidelity card. Frustrating.

paulwq · February 21

I'm also having this issue. No new transactions on my Fidelity Rewards Visa have shown up in simplifi since 2/14. I've disconnected and reconnected accounts twice and it doesn't seem to help.

Coach Natalie · February 21

Hey everyone, we apologize that you are all being impacted by this issue! We are still working on the escalation for this issue and will continue to keep you all updated with any news.

Thank you for your patience!

-Coach Natalie

KSU_SecretSquirrel · February 23

Yeah, I'm experiencing syncing issues to. It comes and goes. It's annoying as the Fidelity Visa is my primary credit card.

swiederin · February 23

Same here…..again.

EricInAtlanta · February 23

Can we get an ETA on when this will be fixed?

fruitcake · March 9

Same issue here, no new transaction since Feb 24.

I had to reset multiple times Fidelity and re-link the accounts.

And at some point, after many tries and restart of Simplifi, it worked again.

Can we please get an ETA on when this will be fixed in a more robust way?

Coach Natalie · March 12

Hey everyone, thanks for your patience as this issue was being worked on!

I've heard back from my engineering team and they stated that this issue should now be resolved. Based on recent comments here, I'm not sure that it actually is, so if anyone is still experiencing missing transactions with their Fidelity Rewards Visa account in Quicken Simplifi, go ahead and follow these steps to establish a completely fresh connection with the bank, and then keep an eye on things:

Make all of your Fidelity accounts manual by following the steps here.
Once you see the account(s) listed in the Manual Accounts section under Settings > Accounts, go back through the Add Account flow to reconnect to the bank using the "Fidelity Inv & Retirement" option.
Carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.

If the issue persists after following the above steps, please provide fresh data as follows so I can reopen the ticket:

The name of the account the transactions are missing from, as it appears in Quicken Simplifi.
The Date, Payee, and Amount of a few example transactions that are currently missing in Quicken Simplifi.
A screenshot of the example transactions from the bank's website.
A screenshot of the corresponding register in Quicken Simplifi showing that the transactions are missing.
Confirm whether the missing transactions are impacting the balance in Quicken Simplifi or not.

Please also submit your logs via the 'Send Feedback' option:

Log into the Quicken Simplifi Web App.
Select Profile from the left-hand navigation bar.
With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
Leave all boxes checked, add a brief description of the issue, and then click Send.

Much appreciated!

-Coach Natalie

Diana43 · April 7

This is so frustrating to still be happening. The worst part for me is its intermittent so I've had to go line by line (and of course sort orders and dates don't exactly line up). I've tried the suggested make manual and then reconnect and it hasn't resolved the issue. I've attached screenshots from Feb and March that show missing transactions (side by side views of Fidelity and Simplifi). The missing transactions do not seem to be impacting the balance. It seems like there are 5 transactions missing for me (2 in Feb, 3 in March).

Screenshot 2024-04-06 at 8.36.11 PM.png

Screenshot 2024-04-06 at 8.57.36 PM.png

Coach Natalie · April 8

@Diana43, thanks for posting on this topic, although I'm sorry to hear that you're still seeing this issue in Quicken Simplifi!

In order to have this issue looked at, we still need the following:

The name of the account the transactions are missing from, as it appears in Quicken Simplifi.

-Coach Natalie

Diana43 · April 8

I have the account named 529 Visa Signature.

@Coach Natalie

Coach Natalie · April 9

@Diana43, thank you!

I went ahead and ~~reopened the ticket with your info and examples~~ got a new ticket filed for this issue, and will be sure to let you know when we hear back!

-Coach Natalie

CTP-9699

markl22 · May 25

I can’t remember if this is something that used to work or not, but fidelity Visa Signature doesn’t show/import any pending transactions. I only see cleared ones.

Is this a bug or expected behavior?

Coach Kristina · May 26

Hello @markl22,

Quicken Simplifi should show pending transactions if the financial institution supports it and provides the information. We don't have a list of all the financial institutions that support pending transactions though, so I'm not able to confirm if Fidelity Visa supports it or not. For more information on pending transactions in Quicken Simplifi, please click here.

I hope this helps!

markl22 · May 29

Thanks for the response. After looking closer and comparing my Fidelity account on their site with what Simplifi is downloading , I’m missing all transactions after 5/22/24. It appears the transactions stopped syncing but the balance is correct.

I tried reconnecting my account, which succeeded, but did not fix the issue. The syncing stopped without me doing anything, so I assume this is an issue with Simplifi or Fidelity changing something?

Coach Natalie · May 29

@markl22, thanks for confirming the issue!

Since it sounds like you're missing Fidelity Visa transactions in general, I went ahead and merged your post with the existing thread for this issue. We have already escalated this issue, but we can certainly add you to the ticket if we're not able to resolve what you're seeing with some troubleshooting.

To troubleshoot this issue, we'll first need you to establish a completely fresh connection with the bank to see if doing so clears things up for you. You want to be sure to use the bank option listed as "Fidelity Inv & Retirement" in Quicken Simplifi when connecting this account. Here are the steps to establish that fresh connection:

Make all of your Fidelity accounts manual by following the steps here.
Once you see the account(s) listed in the Manual Accounts section under Settings > Accounts, go back through the Add Account flow to reconnect to the bank using the "Fidelity Inv & Retirement" option.
Carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.

Let us know how it goes!

-Coach Natalie

Coach Natalie · July 9

@Diana43, thank you for your continued patience as this issue is being worked on!

I've heard back from our engineering team and they'd like to confirm that this issue is still occurring for you. If so, please provide 3 new example transactions that are currently missing in Quicken Simplifi with the Date, Payee, and Amount.

-Coach Natalie

Coach Natalie · July 12

@Diana43, have you been able to take a look at this, by chance?

Thanks!

-Coach Natalie

Diana43 · July 14

@Coach Natalie I've not seen the issue recently, but I'm still checking each month line-by-line.

Coach Natalie · July 15

@Diana43, thanks for getting back to me!

That's great that the issue seems to be resolved! I'll allow a couple more days for you to review your transactions before closing out the escalation. Be sure to let us know if the issue is still present!

-Coach Natalie

Coach Natalie · July 17

@Diana43, I went ahead and got the ticket closed out for now, but do still let us know if you find that the issue is still occurring.

Thanks!

-Coach Natalie

Problem Updated Fidelity Visa Transactions

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