Some posted transactions not downloading from Wells Fargo (edited)

Alexem
Alexem Member
edited April 20 in Adding and Updating Accounts

Anybody else getting inaccurate data import from their bank? Simplifi is not importing all posted transactions from my bank (Wells Fargo). I've reset the connection but the problem persists. Bad data usually leads to poor accounting🤔

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  • Coach Kristina
    Coach Kristina Moderator admin

    Hello @Alexem,

    Thank you for letting us know you're encountering this issue. To help troubleshoot, I checked our internal tools, and it looks like you contacted Support about this issue a couple of days ago. Is that correct?

    If that is correct, I can see you've already confirmed with the financial institution that the transaction has cleared and that you've tried resetting the account.

    If you haven't already done so, following these troubleshooting steps from our article on missing transactions may help:

    Click on the Date column to ensure the transactions are sorted by date.

    Screenshot 2026-04-19 at 3.13.09 PM.png

    Make sure you don't have an active search.

    Screenshot 2026-04-19 at 3.18.20 PM.png

    If there is one, click the "x" to clear the search.

    Make sure you don't have any filters active.

    Screenshot 2026-04-19 at 3.19.29 PM.png

    If you do have filters active, click the "x" to clear them.

    These steps can help if the transaction was downloaded but was hidden by sort order, a search, or filters.

    If the steps above don't correct the issue, then please try making the account manual (for instructions, click here), then add the account again (for instructions, click here), and link it again (for instructions, click here).

    I hope this helps!

    -Coach Kristina

  • Alexem
    Alexem Member

    Hi Kristina : I followed your advice path, and it worked. I was able to enter the transaction manually. Then I went back to auto updates and all appears OK. But I'm at a loss to explain what happened. The only thing that alerted me was that the bill kept appearing as unpaid in Simplifi. Is this a know issue? Thanks much🙂

  • Coach Jon
    Coach Jon Moderator admin
    edited 4:39PM

    Hello @Alexem,

    Thank you for your response! I'm glad to hear that you were able to resolve the issue. I am not currently aware of any known issues related to this matter. Please keep an eye out in case it happens again in the future, and let us know if it does.

    -Coach Jon

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