Overview
Have you noticed that you are missing transactions in Quicken Simplifi that you can see on your bank's website? Not to worry, let us look at the most common cases of suspected missing transactions and how to locate them!
Has the sort order been changed on your Transaction Activity?
It's possible that your Transaction Activity sort order was changed due to reviewing transactions or in error.
For example, if you sorted the register by Category, your transactions will grouped by Categories rather than the order by date.
Follow these steps to check your sort order:
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.
Have you cleared your prior search?
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.
Do you have specific filters enabled?
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.
Are you missing a transaction from a previous year?
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.
Did you create a manual transaction and it was assigned to the wrong account?
A common oversight when creating a manual transaction is forgetting to check to see which account the transaction assigned to.
Follow these steps to check to see if you’ve assigned the correct account to your 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 transactions.
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.
Was the transaction incorrectly matched?
One of Quicken Simplifi's key functions is the ability to recognize and match a downloaded transaction to manually entered transaction or recurring transaction. It is possible that the 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.
Was the transaction recently deleted?
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.
Are the missing transactions older than 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.
Are the missing transactions still pending with the bank?
While you may see pending transactions on your bank’s website, they may not have been downloaded into Quicken Simplifi just yet. At your bank’s discretion, pending transactions can appear immediately or take a few days to appear, even until it’s fully cleared. This is a common occurrence over the weekend. If you are missing a recent transaction, we recommend allowing a day for the pending transaction to download.
Listed below are known banks that do not allow pending transactions to be downloaded:
Capital One
USAA
If you continue having trouble with Missing Transactions, please contact Quicken Simplifi Support.