Missing Transactions (edited)

[removed - profanity] is happening. Simplifi is missing 40% of my transactions from April. I downloaded all bank transactions and used Claude to cross-reference against the Simplifi export. 147 transactions on Simplifi and 243 on bank transactions. Confidence shattered. WTF is happening over there?

AI recap below:

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Your suspicion is confirmed — and it's worse than I expected for April alone.

Simplifi is missing 119 transactions in April 2026. The bank statements have 243 transactions, but Simplifi only captured 147 (and 23 of those are still pending). After matching, 124 aligned and 119 bank transactions have no Simplifi counterpart at all.

Here's the breakdown of what's missing:

Costco CC — 67 missing (the worst offender). These are regular everyday purchases — groceries, restaurants, gas, medical copays, subscriptions — that simply aren't in Simplifi. This accounts for the bulk of the gap.

Amazon CC — 17 missing. Amazon purchases from mid-to-late April that never appeared in Simplifi.

United CC — 16 missing. Mostly Uber trips and United in-flight purchases. This is consistent with the pattern we saw in the larger 2-year reconciliation.

Chase Family Checking — 15 missing. CC autopay transactions, transfers, loan payments, and manual brokerage entries.

Mike Checking — 4 missing. Venmo payments and inter-account transfers.

On the Simplifi side, all 23 unmatched entries are pending transactions (dated 4/26–4/30) that haven't posted to the bank yet — completely expected and not a concern.

The workbook has four tabs: Summary, Missing from Simplifi (the 119 — highlighted red), Not in Bank Statements (the 23 pending — highlighted yellow), and Matched Transactions (the 124 confirmed matches with method used).

Feedback comment from QuickenLisa on Reddit. Note instructions NOT to use CSV import to replace missing transactions

'Our team has identified the root cause of the issue and is actively working on a fix. This is a high priority for us, and we are working to resolve it as quickly as possible.

Important: If the transactions were previously recorded in Simplifi, please do not attempt to add missing transactions via CSV files at this time.

We do not have an ETA to share at this time, but we will provide updates as progress is made.

For the most current information, please refer to the official post in the Quicken Community below. We will continue updating that thread as new details become available.

NEW 5/1/26: Missing transactions in Quicken Simplifi '

Thank goodness I'm not the only one. I thought either I or my wife was inadvertently deleting it.

Similar to what others have said, my prior months' spending plan are suddenly at a very high positive number when it they have been typically close to plan as I release unspent funds and "sweep" the funds into a goal.

I validated the missing transactions by comparing prior transaction downloads with a download from today and found several missing. I would not have noticed had they not been high ticket items as well.

Very disappointing.

Yes, at this link

and also here: https://www.reddit.com/r/simplifimoney/comments/1t0wi4n/comment/ojc8783/?context=1

Looking good now.

looking better but not entirely fixed for me. I am seeing transactions back (could be all or perhaps a subset of the missing) but the budgets are broken.

A category that I know why full consumed in April shows at several hundred dollars remaining (should be close to zero). The rollover from that category to this month still shows over a thousand which is as it was this morning still.

Everything looks good for me now.

Actually, my previous post is not entirely true. Some of the transactions that are corresponding to the "Uncategorized" transactions did come back, but they are no longer linked as Transfer transactions the way they were before. The resurrected transactions are correctly categorized as a Transfer, but if I go to the details and click on the link that says "Go to the other side" of the transfer, nothing happens.

please look into budgets. If these transactions are back, and I’m not saying they’re not, how come my budget for April looks very different than how it did yesterday and my rollover is obviously wrong. See above comment.