Coinbase Updated to New Login

Patrick T Williams
Patrick T Williams Quicken Mac Subscription Member ✭✭✭
edited May 20 in Download, Add/Update Accounts (Mac)

As of today, 4/23/2025, Quicken Classic for Mac has changed how to login into Coinbase and retrieve account(s) digital currency information. It used the Coinbase account userid and password as opposed to the Coinbase API key previously used (and not working for quite a while now). While I was able to login and create a new Coinbase account in Quicken, there was no way to link to the previous individual crypto currency wallets. Instead just one new Coinbase account that has the individual crypto currencies. Only Simple investing was allowed (so no transaction data) and while the total for my Coinbase account is accurate, the individual currency information is not and shows inaccurate prices and totals although the number of shares is correct. Bottom line, a start, but much more work needs to be done to get this to be useful other than the account totals.

Anyone else have a different / better experience with the new Coinbase update?

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Comments

  • Patrick T Williams
    Patrick T Williams Quicken Mac Subscription Member ✭✭✭

    Well, two days later and not working again. Quicken asked me to reauthorize my Coinbase account which I did and when it connected to Coinbase it said my account has a new account number and when I linked it to my existing Coinbase account in Quicken it shows a wrong account total. I then deleted my Coinbase account and added it new and now it shows a zero account balance and no digital currencies.

    Clearly, this needs alot of work!

    Anybody, else experiencing this?

  • Patrick T Williams
    Patrick T Williams Quicken Mac Subscription Member ✭✭✭

    Starting partially working again today, April 29, 2025. Account total is correct but individual digital currencies prices are incorrect so portfolio and dashboard tabs are showing incorrect totals although the number of share for each currency is correct. I sent in two problem reports over the last few days so maybe Quicken support or Coinbase has fixed something since I can at least connect to my Coinbase account and get the account total.

    Anyone, please comment with your experiences if you use Coinbase.

  • Patrick T Williams
    Patrick T Williams Quicken Mac Subscription Member ✭✭✭

    As of yesterday, 5/3/2025, the Coinbase account totals are no longer accurate.

    Anyone else having this problem?

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @Patrick T Williams and @AJac,

    Thank you for letting us know you're seeing this issue. To clarify, Simple investing is the only choice and you're seeing an incorrect market value? Is the portfolio information correct? Is it reflecting correct holdings/amounts?

    I look forward to your response!

    Quicken Kristina

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  • Patrick T Williams
    Patrick T Williams Quicken Mac Subscription Member ✭✭✭

    I understand that only Simple investing is available but hoping Quicken and Coinbase will upgrade to Detailed investing. The account balance is intermittently correct / incorrect from day to day. The portfolio total is always incorrect as the portfolio holdings are showing incorrect share prices.

  • Patrick T Williams
    Patrick T Williams Quicken Mac Subscription Member ✭✭✭

    Just to clarify, the Coinbase portfolio is showing the correct number of shares for each holding but the share price is incorrect and widly so. For example, the Bitcoin share price shows $47.47 as of this morning and Bitcoin is currently trading at $106,371.45.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod
    edited May 25

    Thank you for the reply,

    Sorry for the delayed response. I didn't get notification that you'd replied.

    Is it showing the correct name for your holdings, but an incorrect market value, or is the name for your holdings also incorrect?

    To help us further investigate this, please navigate to Help>Report a Problem and send a problem report with log files attached.

    Report a Problem QMac.png

    Thank you!

    Quicken Kristina

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  • Patrick T Williams
    Patrick T Williams Quicken Mac Subscription Member ✭✭✭

    Coinbase shows the wrong Portfolio market value as the individual digital currencies show wrong share prices. Also, the account total in the account list column intermittently shows the correct value or the wrong Portfolio market value. The Portfolio market value number is always wrong. My holdings show as Coinbase Vault entries even though none of my holdings are in Coinbase Vaults. So for example, Bitcoin shows as BTC Vault instead of just BTC so this may be contributing to the errors. I submitted an error report describing the problem.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Thank you for confirming,

    This issue has already been reported to our teams for further investigation and resolution. I added you to the ticket to ensure our teams know that you are also impacted. Thank you for sending the problem report yesterday; it will help our teams investigate the issue.

    Thank you!

    (CTP-12965)

    Quicken Kristina

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  • billcd
    billcd Quicken Mac Subscription Member

    I would like to be updated on this one also. Thanks much!!

  • CaliQkn
    CaliQkn Quicken Windows Subscription Member ✭✭✭✭

    @billcd since you commented on this thread, you will get a notification any time there is an update or comment made. If you wanted to be kept updated on a thread you haven't commented on, just simply click on the flag in the upper right of the original post.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @billcd,

    Thank you for letting us know that you're also impacted by this issue and for sending a problem report with logs attached! I added you to the ticket, so that our teams know you're also impacted by this.

    Thank you!

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

  • TPA-Qkn
    TPA-Qkn Quicken Windows Subscription Member
    edited June 16
    https://community.quicken.com/discussion/comment/20491800#Comment_20491800

    one day it is quoting the price for Bitcoin and the next it was showing for

    BTC:NYSE Arca

    Grayscale Bitcoin Mini Trust ETF – BTC ETF

    You would expect that by setting 'Type' under 'Secuity Details' as 'Crypto', it would not source for the ETF.

    Also, for anybody staking ETH, Coinbase indicated that those are technicsally in your account and won't be downloaded to Quicken.

  • squenn
    squenn Quicken Windows Subscription Member
    edited June 17

    Echoing @TPA-Qkn… I was amazed for about 4 seconds that the login worked and asset imports were relatively close - but hopes were dashed as the prices that were reflected instantly changed to ETFs and other irrelevant, non-crypto assets.

    For now I have told Quicken to stop automatically matching with online securities, and manually update the prices.

    Keen to see how long proper matching will take to roll out, and what a mess the account will be when I open the app tomorrow! :D

    @Quicken Kristina - please add me to the ticket, as well. Happy to provide logs as needed.

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