Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
can we add a new HSA account with an unrecognized web address
cabernet
we recently opened as HSA where the health insurance company is the administrator and as such is not recognized in the financial institution search when adding a new online account can quicken add a unique web address in order to add the account or am I relegated to creating an offline (ugh) account ?
Find more posts tagged with
Accepted answers
All comments
UKR
Until the health insurance company works together with Intuit Inc. to establish connectivity, "creating an offline (ugh) account" will be your only option. Sorry.
Cairo
I just started using Quicken Deluxe and have set up most of my financial accounts with the program. The one I cannot find in the add accounts list is my Mercer Marketplace 365+ HSA. I can't find any solutions on Mercer's website either. Does anyone know how to add this type of account to Quicken? Is it even possible?
Sherlock
I suggest you add any accounts that are provided by financial institutions that have chosen not to support Quicken as
offline
accounts
: select
Tools > Add Account...
and
+ Offline Account
Note: An HSA account is a tax deferred: open the account, press
Ctrl + Shift + E
, and choose
Yes
for
Tax deferred
Ps56k2
just to clarify - Quicken is a software service company,
and financial orgs must create a contract with Quicken
and purchase a level of support and downloading capability..... just having a web address is not enough
As mentioned above - you would need to track the HSA account manually and offline.
[
EDIT
] - updated topic title to better reflect the actual Q&A
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of