Hudson Valley Credit Union transactions not loading (edited)

Charles V
Charles V Member ✭✭
edited April 6 in Adding and Updating Accounts

Charles V. Orangeburg, NY

Using Simplify for a few years.

Interested: product issues/resolutions

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  • Charles V
    Charles V Member ✭✭
    edited April 6

    HVCU.org (Hudson Valley Credit Union)

    Stopped loading all transactions.

    IMG_0256.png

    [edited image to reduce size]

  • SRC54
    SRC54 Superuser ✭✭✭✭✭

    Hi Charles. How long has it been since this account updated?

    I assume you have tried to reset or reconnect this account? Your other accounts all connect?

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    MS Money (1991-2009) and Dollars & Sense (1987-1991)

  • Charles V
    Charles V Member ✭✭

    I’ve tried reset connection to no avail.

    All my other 15 or so accounts are losding normally. It started Thurs. noticed HVCU.org acct disconnected. Clicked Fix it option to reconnect. Now I only get balance but “No transactions Found”. Thinking maybe some security update at HVCU.org. Planning to call tomorrow to see. Thank U for reply!

  • Coach Kristina
    Coach Kristina Moderator admin

    Hello @Charles V,

    Thank you for letting us know you're seeing this issue. If you haven't already checked, I recommend tapping on the filter icon, just in case the transactions are there, but hidden by a filter. If a filter is active, tapping the icon should show an option to Reset. That option will clear any active filters.

    IMG_6036.jpeg

    For more information, please see this article: https://support.simplifi.quicken.com/en/articles/3412682-troubleshooting-missing-transactions#h_a90620a2f9

    I hope this helps!

    -Coach Kristina

  • SRC54
    SRC54 Superuser ✭✭✭✭✭

    You're welcome. But it has narrowed things down.

    Did you try Coach Kristina's suggestion in case the filter is blocking the transactions on that account?

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    MS Money (1991-2009) and Dollars & Sense (1987-1991)

  • Charles V
    Charles V Member ✭✭
    edited April 6

    hi Coach Kristina & SRC54,

    Yes, thank U. Did this yesterday:

    IMG_0265.png

    [edited image to reduce size]

  • Charles V
    Charles V Member ✭✭

    as mentioned, HVCU.org is the only acct

    Having this issue. I’ve checked all the others & they’re loading transactions fine. I even subscribed to trial of Monarch budgeting app & had same issue after linking HVCU visa acct.

    Soooo, I’m inclined to think it’s the financial institution. Monarch uses Plaid to link accounts (different than Simplifi).

    Lastly, I never had this issue with HVCU prior to this.
    “and the Beat Goes On”…

    Thank You Both & have a Happy Easter if

    You celebrate it. Best Regards,

    Charles Valentin

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @Charles V, thanks for the reply!

    To clarify, have transactions been downloaded into this account prior? If so, are those transactions missing as well, or are you just seeing new transactions that aren't downloading? Or is the issue not that transactions aren't downloading, but that your account register is empty for a different reason? Understanding the sequence of events will help us to identify how to proceed.

    Also, have you checked the Quicken Simplifi Web App to see if the issue is perhaps specific to just the Mobile App? You may do so here: https://simplifi.quicken.com/

    Let us know!

    -Coach Natalie

  • Charles V
    Charles V Member ✭✭
    edited April 6

    Hi, I had transaction history for over 2 years. HVCU.org disconnected & Simplifi issued message to Fix it. I clicked on it & it reconnected but all transaction history was gone after I logged on to reconnect. Now, I have no transaction history for HVCU. No old ones & no current ones charged to my credit card. All my other accounts are ok. I’m thinking maybe some new security feature within HVCU. This is what I see when I select acct in Simplifi.

    IMG_0256.png

    [edited image to reduce size]

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @Charles V, thanks for the information!

    To clarify, a bank can't come in and remove already downloaded data from Quicken Simplifi. When you reconnected the account, did you perhaps create a new duplicate account instead of linking to the original account in Quicken Simplifi? You can determine this under Settings > Accounts.

    I would also still recommend checking the account register in the Quicken Simplifi Web App for a comparison.

    -Coach Natalie

  • Charles V
    Charles V Member ✭✭

    @Coach Natalie

    Is there a support # I can call or have them call me to discuss. I’m at a loss to try n figure this out with my limited experience.

    Thxs, Charles Valentin

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    https://community.simplifimoney.com/discussion/comment/68200#Comment_68200

    Absolutely! Chat/Phone Support would be your best bet, as they can screen share with you. Our help article here goes over how to reach out: https://support.simplifi.quicken.com/en/articles/5077917-how-to-contact-support

    Good luck getting everything sorted out!

    -Coach Natalie

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