Help finding and removing transactions assigned to Account: Unknown (edited)

SmittyVA
SmittyVA Member
edited April 20 in Troubleshooting

While researching a large anomaly in the "Spending" dashboard widget (see first image),

Screenshot 2026-04-20 101121.png

I discovered a significant number of transactions in that month (and more in prior months) assigned to the account "Unknown":

Screenshot 2026-04-20 101858.png



The correct account these transactions should have been in was marked "Excluded" from Spending Plan and Reports, so the transactions should not have been visible in the Dashboard in the first place.

Upon further investigation, these transactions do not appear to be duplicates. I can tell which account they should be in (many are investment transactions), but you cannot navigate to this "Unknown" account to fix the transactions. Nor can I cannot find where to search for all transactions in an "Unknown" account without just bumping into anomalies.

How do I search for these transactions, and how can they can be added back to the correct account? Their existence means I cannot trust any dashboards or reporting data in Simplifi 🙁

Quicken Simplifi user since 2024; Desktop since 1992.

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  • Coach Jon
    Coach Jon Moderator admin

    Hello @SmittyVA,

    Thanks for reaching out! I wasn't able to reproduce this issue, unfortunately. To help further clarify your issue, can you please check whether the same "Unknown" account information still appears in another web browser/incognito mode?

    If you are able to locate these transactions due to knowing which account they should be in, can you let us know whether they still show as "Unknown" in the Account field? Based on your graph and transaction detail screenshot, it looks like searching in the month of December should help you locate them. Let us know!

    -Coach Jon

  • SmittyVA
    SmittyVA Member

    Yes, in normal troubleshooting I've tried 3 different devices and just tried a new browser with a cleared cache and the issue persists. They still show as "Unknown" in the account field. Not all transactions from that account, but some. Weird.

    However, I was able to locate the odd transactions in the correct account (I didn't think I could before, but I found them - I just cannot say "show me all account = unknown transactions" in one view - you have to go searching one by one by the transaction amount. When you open the transaction, it still shows Account: Unknown.

    BUT I did make progress. The dashboard widgets (graphs) are now correct, and here's how I accomplished that: I went to Settings > Accounts and UNchecked "Exclude from Spending Plans" and "Reports", then waited 5 minutes, then CHECKED "Exclude from Spending Plans" and "Reports" again, like I had them (excluded) before. Now the graphs look better! The weird transactions are not showing in the graphs anymore.

    When navigating to the account, then opening the transactions individually, they still show account "Unknown" even though I was able to navigate to them and get to them via an account transaction list. Also I noticed these are all Investment transactions, if that makes any difference.

    Quicken Simplifi user since 2024; Desktop since 1992.

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