Missing transactions are usually due to one of two things:
Case 1: The Cashflow area of your wealth portal is powered by live feeds which pull in new information overnight. A transaction appearing in your bank account today may not show in your portal until the next day.
Case 2: The feeds may need to be refreshed. If that’s the case, follow these steps:
- Open the wealth item with the duplicate transactions.
- If the last update was more than 24 hours ago, click on “Refresh now”.
- Follow the prompts to re-enter your credentials and reset the feed.
In some instances, your portal may have notified you of the issue by displaying an “Incorrect Credentials” notification at the top of the page.
If you’re still seeing a problem despite following the steps outlined above, contact our Support Team for assistance.