Overview
Have you noticed that you’re missing transactions from your most recent download, or have you just added your account for the first time and noticed that you only get 90 days worth of transactions? Not to worry, usually locating missing transactions is a piece of cake! Listed below are the most common causes for suspected missing transactions.
Manual Transactions May Be in the Wrong Account
A common oversight is that the missing transaction(s) are assigned to an incorrect account.
Follow these steps to ensure you’ve assigned the correct account to the correct transaction:
Instructions for Web:
Hover over the left side panel and select Transactions.
Search the listed transactions for the Missing Transaction.
If you locate the Transaction, correct the Account field and save the changes.
If you do not locate the transaction, continue to the steps below.
Instructions for Mobile:
Click the Menu icon (the three lines in the upper left corner).
Select All Transactions.
Search the listed transactions for the Missing Transaction.
If you locate the Transaction, click on it, correct the Account field, and then click Save in the upper right corner.
If you do not locate the transaction, continue to the steps below.
Check the Sort Order
It's possible that your Transaction Activity sort order was changed on accident, or that your sort order was not restored to its default order.
For example, if you temporarily sorted the register by Category, the transactions will not be in order by date but rather grouped by Category.
Follow these steps to check your sort order in Quicken Simplifi:
Instructions for Web:
From the Transaction Activity screen, click the column header Date.
To display your most recent transactions at the top of your Transaction Activity, ensure the Date column header shows a downward arrow next to it.
Note: To display your oldest transactions at the top of your Transaction Activity, click the Date column header again so the arrow next to it points upwards.
Instructions for Mobile:
From the Transaction Activity screen, click the Filter icon in the upper right.
Click Reset to restore the default sort order.
Note: Clicking Reset will also clear any filter selections, so if you'd like to just restore the default sort order, you can select to sort by Pending to Cleared instead.
Clear Prior Searches
Quicken Simplifi's search function makes finding transactions quick and easy; however, failing to clear the last search can lead you to believe transactions have gone missing.
Be sure your search history is cleared by clicking the gray circle with an X.
Follow these steps to clear your prior searches in Quicken Simplifi:
Instructions for Web:
From the Transaction Activity screen, click in the Search transactions filed.
Click on the X icon.
Instructions for Mobile:
Navigate to the Search transaction field.
Click on the X icon.
Clear Filter Selections
Using Quicken Simplifi's filters in your account registers will allow you to view just the items that you want to see, however, it's easy to forget to clear the filters.
If you believe that you're missing transactions, make sure to check if you have any filters selected and if so, be sure to clear them.
Follow these steps to clear your filter in Quicken Simplifi:
Instructions for Web:
Navigate to the right of the Search transactions field.
Click on the X icon
Instructions for Mobile:
In the All Transactions screen, to the right of the Search transactions field, click on the three line menu icon.
On the top right side of the pop-up, click on Reset.
Transactional Data Limits
To improve performance, your transactions will default back to just a few years.
If you would like to see older transactions, you may do so by hovering over and selecting the gear icon to the upper left of your Transaction Activity on the web or by selecting the icon at the very top of your Transaction Activity on the Mobile App.
We advise keeping your transactional data limited to keep Quicken Simplifi performing at full capacity.
Missing Transactions Over 90 Days Old
If this is your first time downloading transactions for an account, it's important to know that banks place limitations on the amount of data you can download into Quicken Simplifi.
Most banks allow you to download 90 days worth of data per account; if your missing transactions are more than 3 months old, they will not automatically download into Quicken Simplifi.
Transactions Still Pending with the Bank
You may see transactions on your bank's website that have not yet been downloaded into Quicken Simplifi, and these are most likely pending transactions. While you can often see pending transactions in your Quicken Simplifi Transaction Activity, it can take a while for pending bank activity to appear. This is a common occurrence over the weekend. If you're missing a recent transaction, we suggest allowing a day for the pending transaction to download.
While Quicken Simplifi is designed to download pending transactions, there are some financial institutions that do not allow us to do so.
Capital One and USAA accounts do not download pending transactions. For these particular banks, transactions won't download until they've cleared the bank, which can take a few days.
Transactions Incorrectly Matched
One of Quicken Simplifi's key functions is the ability to recognize and match downloaded transactions to manually entered transactions or Recurring Transactions. It's possible a transaction was matched to a transaction in error, resulting in a "lost" or missing transaction. If you believe this to be the case, just manually enter the missing transaction to correct your Transaction Activity.
Recently Deleted Transactions
Once a transaction has been downloaded from your bank, it will not be downloaded again. This means that if you download a transaction and later delete it in error, running another update will not replace the deleted transaction. If this occurs, manually enter a new transaction with identical information to ensure your records are correct and complete.
If you continue having trouble with Missing Transactions, please contact Quicken Simplifi Support.