Quicken shows only HSA cash reserve but none of my investments

My employer recently changed to a new HSA administrator (HealthEquity). I've been trying to set up this new account on Quicken. It only shows up as a savings or checking account instead of an investment account, and investment account is not an option that's available. Quicken downloads the HSA cash reserve balance but none of the funds I've invested in, even though those show up in transactions
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Answers

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    In some HSAs the investments are in a separate account, which may or may not support downloading. In this case the investments are in a separate Quicken account.
    QWin Premier subscription
  • Jeff Armin
    Jeff Armin Member ✭✭
    Just to be clear - With HealthEquity there's no way to download my investments into that account? Only the cash reserve balance? Am I able to manually add/update my investments? Thanks for the reply.
  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    HealthEquity doesn't appear to make investment available for download.  Here's the FIDIR.TXT entry for HE, as compared to one for Fidelity Investments.
        HealthEquity    https://www.healthequity.com/    801-727-1000    https://my.healthequity.com/HE.aspx    ACTIVE                   BANKING,ACCOUNTINFO&EXP-WEB-CONNECT   

    Fidelity Investments    http://www.Fidelity.com    (800) 544-7931    http://personal.fidelity.com/misc/partners/quicken/disclaimer.shtml    ACTIVE    INVESTMENT,ACCOUNTINFO&DIRECT

    Note that the entry for HE doesn't include "Investment".  You need to bug HE to get THEM to make this info available.


    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    Further note, that per HE's website (my wife has an HSA with them) there's no reference to downloading investments into Q. It only references "savings" accounts.
    *************

    Can I export my HealthEquity account information to Quicken?

    HealthEquity has seamless integration with Quicken through their 'Express Direct Connect' tool. This will allow you to view your HealthEquity balance information through your Quicken account.

    Setting up the integration takes about five minutes and requires you to enter your HealthEquity username and password.

    Once logged into your Quicken account, go to the 'Tools' menu and choose to add a savings account. From that point, Quicken will walk you through the setup process.

    Please note that the process will require a multi-factor authentication email from Quicken. This is a standard part of their security process.



    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • czerk89
    czerk89 Member
    edited May 14
    If HealthEquity doesn't make it available, how is it that [removed] is able to pull in both the cash reserve and investment account? And for [removed], I entered the same HE login+password, and it pulled the investment account automatically. So HE clearly makes it available to pull. Can Quicken be updated to pull the same way?
  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    What another product offers is totally irrelevant to what Q offers.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Jeff Armin
    Jeff Armin Member ✭✭
    I have all of my outside investment accounts linked on the Vanguard site. They use a service called Yodlee to update all accounts daily. It actually created two accounts for the HE HSA - one for the cash balance and the other for investments. Works like a charm.
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    If your HSA provider does not support downloading the investment side of the account to Quicken, you can set up and track the investing account manually.

    Quicken does not use Yodlee.
    QWin Premier subscription
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