OptumHealth Bank - HSA reports balance but not showing in accounts

jimkne
jimkne Quicken Mac Subscription Member
edited July 23 in Download, Add/Update Accounts (Mac)

Using Quicken for Mac - Version 7.7.1 (Build 707.53346.100)

At some point this year Quicken stopped showing the balances of my OptumHealth HSA brokerage accounts. The HSA account balance is correct. The account balance are showing correctly when setting up the download from Optum but the accounts in Quicken show zero.

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Answers

  • jimkne
    jimkne Quicken Mac Subscription Member
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    Today's balance. I did select Projected Balance and Online Balance and Quicken continued to show a zero balance for the accounts in question. All other accounts are displaying amounts that I would expect.

  • jimkne
    jimkne Quicken Mac Subscription Member

    Thank you RickO for replying, it is appreciated but I’m still having the issue.

  • jimkne
    jimkne Quicken Mac Subscription Member

    Thanks again for the suggestion but with the downloaded account, it requires Simple Tracking and so there are no transactions. I tried switching to detailed an then Quicken presents the following popup.

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