You may find that transactions are either missing or that you see duplicate transactions. This happens from time to time and is mainly due to our integration with Plaid and its integration with the individual financial institutions.
Note: To minimize confusion, WizeFi does not import pending transactions from institutions. Before proceeding with the following steps, check to make sure the missing transactions aren't pending.
Missing Transactions
Follow these steps to try and refresh missing transactions.
Go to your accounts page and make sure all institutions are synced
If the accounts aren't synced, click on the error to log into the institution.
If the accounts are synced but you're still not seeing transactions from the institution, try refreshing login credentials by clicking the "edit" button
Click on the "refresh login credentials" button and log into your institution
Once you've synced and reconnected to your accounts, go to the Transactions page, and click the refresh transactions button.
If you are still missing transactions, please message our team with the following information for one missing transaction to troubleshoot further.
Name of the account and financial institution (ex: Chase credit card)
Merchant (ex: Amazon)
Date of missing transaction (ex: August 22nd)
Transaction amount (ex: $50)
With this data, we can work with our 3rd party provider Plaid to locate your missing transactions and resolve the issue.
Duplicate Transactions
If you see duplicate transactions inside your account, please try the following steps.
Make sure all accounts are synced. To do this, go to the Accounts page and make sure all accounts show "Synced"
Go to the Transactions page and click the Refresh icon on the top bar.
If you continue to see these duplicates after refreshing your transactions, please contact WizeFi support and be sure to include the following:
Name of the account and financial institution
Merchant
Date of duplicate transaction
Transaction amount
Screenshot of the duplicate transactions on the transactions page
When these cases happen, you can safely "exclude" the duplicate transaction in the Transactions page so that it gets removed from your active Transactions list. The transaction won't be lost, and we can still use it to troubleshoot the issue, but it at least removes it from the active view.
You may see that a large amount of duplicates appear at once. This is an indication that the integration between Plaid and the Institution is having an issue, and WizeFi support can then work with Plaid to help get that problem fixed. This is typically out of WizeFi's control, but at least we can work with Plaid to get an understanding of when the underlying issue could be fixed.
You can bulk exclude transactions by selecting multiple transactions and clicking the Exclude button.
