Hi, anything basic I’m missing if my balances for linked accounts are loading into my Google Sheet but no transactions are coming over?
I have three institutions, Schwab, Bank of America, and American Express.
Each have several linked accounts.
None will load any transactions despite all appearing linked, and all “refreshing” without error.
Possibly a filter turned on?
I’d review this guide:
Thanks. I’ve followed all of those troubleshooting recommendations. No filter is turned on.
I get this error each time I try to connect to Schwab:
Uh oh. It looks like we’re having issues connecting to this site for some reason. Unfortunately, we don’t know when this will be resolved. Please come back later to try again."
But, that said, my Schwab balances seem to come through. Just not my Schwab transactions.
I’ll let it go for now but if you come across a solution or something I’m missing, please let me know. If it starts to work before my trial runs out I’ll update here. Thanks!
Update! Time has healed all Weirds.
I woke up today and the transactions had loaded.
I just tried to “refresh” and it was successful.
Thanks, Heather feel free to delete this whole thing or ask me to if it’s not helpful to anyone.