Target Circle Card won't download new transactions

2

Comments

  • allensipe
    allensipe Member
    edited May 5

    [Removed - Duplicate Post]

  • Coach Kristina
    Coach Kristina Moderator admin

    Hello @allensipe,

    Thank you for letting us know you are also seeing this problem. If you haven't done so already, please follow the troubleshooting steps in this article:

    If those steps do not resolve the issue, then please provide the information that Coach Natalie requested earlier in this thread, so that we can further investigate.

    Thank you!

    -Coach Kristina

  • Greeneye2
    Greeneye2 Member

    My Target Circle card now seems accurate and current, but I have no transactions before March 21. I have tried every suggestion in this post. I also don't like the constant MFA, but I've set it to update only once per day.

  • Coach Jon
    Coach Jon Moderator admin

    Hello @Alphabet,

    Thanks for letting us know. I understand your privacy concerns. Feel free to send that information I requested via direct message to me. I will review the information and reach back out here once we determine the next steps!

    -Coach Jon

  • SamanthaC
    SamanthaC Member

    Hello - I am also having the same issue. Simplifi is only showing Target transactions through April 18th and nothing after that. I tried deleting the connection and adding it back in but that didn't work.

  • Coach Jon
    Coach Jon Moderator admin

    Hello @SamanthaC,

    Thanks for reaching out and letting us know! If you followed the previous steps regarding making the account manual and re-linking, please provide the following additional data so we can take a closer look:

    1. The name of the account in question, as it appears in Quicken Simplifi.
    2. The name of the account in question, as it appears on the bank's website.
    3. A screenshot of the balance for the account in Quicken Simplifi.
    4. A screenshot of the balance displayed on the bank's website for a comparison.
    5. The Date, Payee, and Amount of a few recent transactions that are currently missing in Quicken Simplifi.
    6. A screenshot of the example transactions from the bank's website.
    7. A screenshot of the corresponding register in Quicken Simplifi showing that the transactions are missing.
    8. Confirm whether the missing transactions are the exact balance discrepancy or not.
    9. A screenshot of the Accounts Summary page from the bank's website that has a wide enough scope to show the full page URL. This is the landing page after signing in, and typically lists all accounts and balances. You will want to take this from a web browser and not a mobile browser, as well as redact any private info such as account numbers.

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

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

    -Coach Jon

  • SmartCents
    SmartCents Member

    Has anyone seen any changes or found any solutions? Is still need to manually add Target transactions into Simplifi.

  • Coach Jon
    Coach Jon Moderator admin

    Hello @SmartCents,

    Thanks for the reply. If you have already followed the previous steps regarding making the account manual and re-linking, please provide the information mentioned previously so we can investigate further:

    -Coach Jon

  • SmartCents
    SmartCents Member

    @Coach Jon , I have been manually adding the missing transactions to Simplifi for the last several weeks. I like to have accurate and up to date financial information. Providing the screenshots you list would not show an issue or a discrepancy because I manually keep the information up to date. Do I need to let my financial information go out of date and stale? It would be unusual for me to send you screenshots that reflect no issue (because of my manual reconciliation). I have submitted the feedback on the Simplifi website some time ago.

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    edited May 7

    Hello everyone!

    We have so far been unable to escalate the issue of missing transactions with Target Red Card. To escalate this issue, we will first need you to establish a completely fresh connection with the bank, and then keep an eye on things moving forward to see if the issue continues with new transactions. You can establish a fresh connection by following these steps:

    1. Make your Target Red Card account manual by following the steps here.
    2. 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.
    3. Carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.

    If the issue persists after doing so, we will need the following data for an escalation:

    1. The name of the account the transactions are missing from, as it appears in Quicken Simplifi.
    2. The Date, Payee, and Amount of 3 recent transactions that are currently missing (or not downloaded) in Quicken Simplifi.
    3. A screenshot of the example transactions from the bank's website.
    4. A screenshot of the corresponding register in Quicken Simplifi showing that the transactions are missing. If you are manually entering transactions: Open the Transaction Detail view for each of the 3 examples that you provided and take a screenshot so we can see that each one was manually entered. The lack of "Appears on your statement as…" info is how we can determine they are manual and not downloaded. The Transaction Detail screenshots are best taken from the Web App so you can get the entire view in a single image.
    5. Confirm whether the missing transactions are impacting the balance in Quicken Simplifi or not. 
    6. A screenshot of the Accounts Summary page from the bank's website that has a wide enough scope to show the full page URL. This is the landing page after signing in, and typically lists all accounts and balances. You will want to take this from a web browser and not a mobile browser, as well as redact any private info such as account numbers.

    All of this data will need to be provided here in the Community. Feel free to DM it to either myself or @Coach Jon for privacy. You can also contact our Chat Support Team directly to provide the data to them there in a private setting: https://support.simplifi.quicken.com/en/articles/5077917-how-to-contact-support

    Additionally, we will need you to submit your logs via the 'Send Feedback' option:

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

    Once we get an escalation filed, our engineering team will be able to research the issue with our service provider and the bank. We appreciate anyone willing to follow the steps posted above and then provide the requested info for that escalation!

    -Coach Natalie

  • Greeneye2
    Greeneye2 Member

    Do we need a new topic? My issue is that I am getting new transactions, but I no longer have any transactions older than March 18, despite establishing a new connection as described above on more than one occasion. Or is it likely the same issue that transactions are missing, either old or new?

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @Greeneye2, did you link the new connection to your existing Target Red Card account, or did you accidentally add the new connection as a new account? Disconnecting and reconnecting an account should not delete any existing transactions or data. I'm guessing you are looking at a newly added account.

    Let us know!

    -Coach Natalie

  • Greeneye2
    Greeneye2 Member

    I think when this issue started, I may have deleted the account and tried to start over, so that is when I lost the older transactions. I was trying a bunch of things. I seem to recall other accounts looking back much further than the day you add the account.

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @Greeneye2, thanks for the reply!

    If you deleted the original account, I'm afraid the data is gone. Deleting an account permanently removes all of its transactions and other data. You can confirm that the original account was fully deleted, versus potentially turned into a manual account, under Settings > Accounts.

    If the original account was in fact deleted, it would be up to the bank on how far back the data will go with a newly added account. Most banks provide 90 days of transactional data, but it sounds like Target Red Card may only go back a couple of months, if I understand you correctly.

    To fill in the prior data, you can use a CSV import! https://support.simplifi.quicken.com/en/articles/4413430-how-to-manually-import-transactions

    I hope this helps!

    -Coach Natalie

  • Greeneye2
    Greeneye2 Member

    Thank you!

  • Lemfatale
    Lemfatale Member
    edited May 9

    Following the period of time Target Redcard was not working, it is once again successfully connecting and the balance is syncing- however, transactions from Target Redcard do not appear in Simplifi. Is this a known issue?

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @Lemfatale, thanks for reaching out to the Community!

    I have merged your post with the existing thread for this issue. Please see my comment above for how to proceed:

    Let us know how it goes!

    -Coach Natalie

  • SmartCents
    SmartCents Member

    @Coach Natalie or @Coach Jon , Can you confirm here if you have received my details as requested through the Messaging feature of this site?

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  • Coach Jon
    Coach Jon Moderator admin
    edited May 9

    Hello @SmartCents,

    Thank you for the information. I can confirm we have received it via the DM you sent. I have escalated this with our engineering team and will be sure to follow up here when we receive an update on this issue.

    Additionally, I noticed the discrepancy in the account balance within Quicken Simplifi for your account, and how it does not match what is on the bank's website. Is the account balance currently syncing within Quicken Simplifi? Are you entering transactions manually that are affecting the balance? Let us know!

    CTP-13069

  • SmartCents
    SmartCents Member

    I believe the balance is synching between Target and Simplify. The discrepancy seems to be the pending transaction. The banking site (Target) does not include pending transactions in the account balance, while Simplify does. How I can see a pending transaction in Simplify is somewhat amazing and unexpected. I haven't seen any transactions for a month, but in the last day or two I see this pending transaction in Simplify (however nothing else updated).

  • t3hhcaptain
    t3hhcaptain Member
    edited May 14

    I have also been having this same issue for a couple of months. I have performed the troubleshooting steps of making the account manual, deleting the connection, and then adding it and linking it with the manual account.

    Ever since the Target Circle Card update, it's been a problem.

    Transactions from my current statement (NOT PENDING) are missing from Simplifi.

    The sync'd balance is correct. The transactions for this statement are still missing.

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @t3hhcaptain, thanks for posting on this topic!

    To get you added to the ticket for this issue, please provide the information that was requested above:

    We look forward to hearing back from you!

    -Coach Natalie

  • SmartCents
    SmartCents Member

    I'll second @t3hhcaptain 's observations. I see this as well:

    Transactions (NOT PENDING) are missing from Simplifi.

    The sync'd balance is correct.

  • MoneyManStan
    MoneyManStan Member
    edited May 14

    same exact with me, pending transactions show up then disappear. No non-pending transactions pull into Simplifi. But statement balance updates in Simplifi

  • Coach Jon
    Coach Jon Moderator admin

    Hello @RenaultR10,

    Thanks for the information! We did get you added to the ticket and will be sure to follow up here when we have any status updates.

    -Coach Jon

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @gm2, thanks for DMing the requested information! I got you added to the ticket.

    I noticed that you have newer transactions, dated 5/13, in your Quicken Simplifi register — were those manually entered, or have transaction downloads resumed again, and you now just have a gap?

    Please let us know!

    -Coach Natalie

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    Hey everyone!

    We now have an Alert for this issue that you all can follow for updates:

    Thank you all for your patience as this issue is worked on! And thank you to those who joined in on the escalation!

    -Coach Natalie

  • gm2
    gm2 Member

    No, those are pending transactions (as identified by the bank). Once the transactions are posted and I update my Target card account in Simplifi those transactions will be gone. This behavior is exactly the same as observed by @t3hhcaptain and @SmartCents above.

  • allensipe
    allensipe Member

    Thank you Natalie. Given this alert is it still recommended we provide the information and screenshots mentioned earlier in the thread?

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @allensipe, we'll post back here if we need additional examples. For now, everyone can follow the Alert:

    Thanks!

    -Coach Natalie