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Level 1

I added my bank account but some of my transactions and deposits are missing.

 
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Moderator

I added my bank account but some of my transactions and deposits are missing.

Let's get this sorted out so you can retrieve those missing transactions, emtmommy214-gmai.

 

It could be that the bank account where the transactions are attached is hidden. If this is the case, hidden transactions will be removed in the Transactions menu. 

 

To make the account active again:

 

  1. Go to the Gear icon and select Bank Accounts.
  2. Locate the account that might have been hidden.
  3. In the Show Account section, select the toggle to ON.

Once done, go back to the Transactions menu and verify if they're already available there.

 

We can also refresh the bank account to reinstate the connection and update the transactions. Here's how:

 

  1. Go to the Gear icon and select Bank accounts.
  2. Click the Refresh all button.

Here are some articles you can refer to when handling downloaded bank transactions:

Please get back to us if you need more help.

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