Historical data for some accounts not being pulled in

System
System Administrator admin
edited 4:16PM in Adding and Updating Accounts

This discussion was created from comments split from:

Both Citi accounts show I need to "fix" the connection (edited).

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  • idebryn
    idebryn Member ✭
    edited 4:16PM

    [removed] I'm having similar issues with linking all my accounts (from the same institution). I'm using the web version of Quicken Simplifi, and I'm getting this

    image.png

    I'm new to Quicken and am just trying to set up things correctly, and preparing for my 2025 taxes, however historical data from some accounts is not being pulled in. The Application seems very impressive, however when certain blocks of data are missing, you start having trust issues. Can you help?

  • Coach Jon
    Coach Jon Moderator admin

    Hello @idebryn,

    Thanks for reaching out! To help clarify your issue, do the accounts show as disconnected in the Settings > Accounts tab? Are they still updating?

    Regarding the historical data issue you mentioned, you can always import your account balance history if it is missing in Quicken Simplifi. Our support article goes over how to do this here: https://support.simplifi.quicken.com/en/articles/8912157-how-to-import-account-balance-history#h_e6e4a91780

    I hope this helps!

    -Coach Jon

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