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How to Resolve Missing Transactions
How to Resolve Missing Transactions

Common causes of missing transactions and how to correct them

Nicole avatar
Written by Nicole
Updated yesterday

Overview

If you're brand new to Quicken Simplifi, it may seem at times that transactions are missing from your register. Usually, these transactions can be easily resolved! For your convenience, here's a list of the most common causes of suspected missing transactions.

Manual Transactions May Be in the Wrong Account

We're all human and therefore make very human mistakes from time to time! One of the most common oversights we see with Missing Transactions is incorrect account selection. You can follow these steps to ensure you've assigned the correct Account to a Transaction:

Instructions for Web:

  1. Hover over the left side panel and select Transactions.

  2. Select Net Worth.

  3. Search the listed transactions for the Missing Transaction.

  4. 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:

  1. Click the Menu icon (the three lines in the upper left corner).

  2. Select All Transactions.

  3. Search the listed transactions for the Missing Transaction.

  4. 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.

Checking the Sort Order on Quicken Simplifi on the Web:

  1. From the Transaction Activity screen, click the column header Date.

  2. 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.

Checking the Sort Order For Quicken Simplifi on the Mobile App:

  1. From the Transaction Activity screen, click the Filter icon in the upper right.

  2. 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:

Clearing Prior Search for Quicken Simplifi on the Web:

  1. From the Transaction Activity screen, click in the Search transactions filed.

  2. Click on the X icon.

Clearing Prior Search for Quicken Simplifi on the Mobile App:

  1. Navigate to the Search transaction field.

  2. 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, make sure to clear them.

Clearing Filter Selections in Quicken Simplifi on the Web

  1. Navigate to the right of the Search transactions field.

  2. Click on the X icon

Clearing Filter Selections in Quicken Simplifi on the Mobile App

  1. In the All Transactions screen, to the right of the Search transactions field, click on the three line menu icon.

  2. 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'd like to access older transactional data, you may do so by hovering over and then selecting the gear icon to the upper left of your Transaction Activity on the Web App, or by selecting the icon at the very top of your Transaction Activity on the Mobile App. However, 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.

Note: While Quicken Simplifi is designed to download pending transactions, there are some financial institutions that do not allow us to do so.
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For example, Capital One and USAA accounts do not download pending transactions. For these particular financial institutions, 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.
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