I’ve just started using Stessa and want to use it for tracking my 2020 expenses especially for my tax returns. I attempted to link my credit cards and bank accounts as well as mortgage accounts.
My Chase and BoA accounts were linked successfully and I was able to import transactions but I noticed while doing an audit that several random transactions were missing which I had to manually import. Random rent payments, mortgage payments, credit card fees, etc were simply not imported, but they show up clearly on the credit card and/or bank statements. I had to go and manually review everything to make sure I wasn’t missing anything, is this a known issue and is there a way to fix it? I’d like to make sure all the transactions are imported and I can manually delete the ones that are not relevant.
For the Mortgage company, I have a smaller lender which was available through the portal and it mentioned it was linked but going back I do not see it linked at all?
Any troubleshooting would be appreciated.