Using Quicken Classic and Quicken Simplify concurrently

Ps56k2
Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
edited December 2023 in The Water Cooler

just sharing from over on the Simplifi forum -
regarding trying to use both products with EWC+ and especially with USAA -

https://community.simplifimoney.com/discussion/6062/using-classic-and-simplify-concurrently-with-usaa

The financial institutions that currently use an API to connect in Quicken Simplifi are:
(I am using these (**) on both Quicken Classic & Quicken Simplifi - no problems)

  • American Express
  • Bank of America
  • Capital One. **
  • Charles Schwab. **
  • Chase **
  • PayPal. **
  • PNC Bank
  • USAA —→ appears to have a problem - only one "authorized" at a time -
  • U.S. Bank

This discussion has been closed.

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