OptumHealth Bank - HSA reports balance but not showing in accounts

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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.

Answers

  • RickO
    RickO SuperUser, Mac Beta Beta
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    What does the Balance column for this account in its register show?

    In Quicken > Settings > Sidebar, what type of balance is selected for display?

    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • jimkne
    jimkne 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 Member
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    Thank you RickO for replying, it is appreciated but I’m still having the issue.

  • RickO
    RickO SuperUser, Mac Beta Beta
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    Try searching the register for the word "placeholder" or "balance adjustment". You may need to delete these automatically created transactions.

    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • jimkne
    jimkne Member
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    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.

  • RickO
    RickO SuperUser, Mac Beta Beta
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    In that case, I think the problem lies in what/how OptumHealth is transmitting the data to Quicken. I think you'll have to deal with them to get it resolved.

    Quicken Mac Subscription; Quicken Mac user since the early 90s