HealthEquity Investment Acct - One Step Update now works [Edited - Issue Returned]

tlpwis
tlpwis Quicken Windows Subscription Member ✭✭✭
edited August 19 in Download, Add/Update Accounts (Windows)

I had to reset my HealthEquity acct for One Step Update and noticed that it now recognized the investment account. I connected it to my existing HealthEquity Investment Acct in Quicken and it now updates in "Simple Investing" mode using One-Step Update!! I can see all owned securities, # of shares, current value and history on one simple page. Thrilled to no longer have to manually maintain going forward!!! Finally!!😁

Comments

  • richard13
    richard13 Quicken Mac Subscription Member ✭✭✭
    edited May 12

    [Removed - Different Platform]

    Quicken Premier for Mac

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭
    https://community.quicken.com/discussion/7962362/healthequity-investment-acct-one-step-update-now-works

    Thanks for sharing!

    -Quicken Jasmine

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  • tlpwis
    tlpwis Quicken Windows Subscription Member ✭✭✭

    Same here…my setup worked for about 2 weeks and now no longer works as of this week :-(

  • tlpwis
    tlpwis Quicken Windows Subscription Member ✭✭✭

    Starting this week, when using one step update to download HealthEquity savings, the online balance is incorrectly coming back as $0. I reset the account and even set up a new account in a new quicken file from scratch and still comes back incorrectly as $0 online balance. The online HE account correctly shows the balance as $1000.01.

    Is anyone else seeing this same issue? Likely related, the HE investment acct download also stopped working. Seems something just changed.

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭

    Hello @tlpwis and @mairdj,

    Thanks for reaching out!

    Upon review, I see recent connection logs for Health Equity with statuses of "ok", indicating that the connections were successful. Are you still experiencing these issues? If so, are you receiving any error codes or messages?

    Please let me know!

    -Quicken Jasmine

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  • Philip Mead
    Philip Mead Member ✭✭
    edited June 2

    I am getting this problem - a transaction has downloaded correctly, but the online balance is $0

    When I do an account reset quicken adds an opening balance, but still reconciles to an online balance of $0

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭

    Hello All,

    Who is still experiencing this issue with HealthEquity?

    Let me know!

    -Quicken Jasmine

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  • Quicken Anja
    Quicken Anja Moderator mod

    Hello All,

    Thank you for taking the time to report this issue!

    We will be forwarding this issue to the proper channels to have this further investigated. However, we request that you please navigate to Help > Report a problem within your Quicken program and submit a problem report with log files and screenshots attached in order to contribute to the investigation.

    image.png

    It would also aid the investigation to include a sanitized file when submitting the problem report. A sanitized file is a data file that removes personally identifiable information so you can comfortably share this file with the Quicken team.

    While you will not receive a response through this submission, these reports will help our teams in further investigating the issue. The more problem reports we receive, the better.

    We apologize for any inconvenience in the meantime! Thank you.

    -Quicken Anja
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  • Quicken Anja
    Quicken Anja Moderator mod

    Hello again,

    This is now considered a known issue and has been escalated internally, though we do not have an ETA on resolution at this time. While the investigation remains ongoing, please refer to this Community Alert for any and all available updates and information.

    We apologize for any inconvenience in the meantime! Thank you.

    -Quicken Anja
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  • e83driver
    e83driver Quicken Mac Subscription Member

    I am also having this issue on Quicken for Mac.

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @e83driver,

    Thank you for letting us know you're also impacted by this issue. If you haven't already done so, I recommend that you bookmark the Community Alert so that you'll receive notification of any updates, once available, and know when the issue has been resolved.

    https://community.quicken.com/discussion/7963206/ongoing-6-20-25-health-equity-only-hsa-savings-accounts-detected-other-investing-accounts-missing

    Thank you!

    (Ticket #11803003/ CTP-13428)

    Quicken Kristina

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  • tlpwis
    tlpwis Quicken Windows Subscription Member ✭✭✭

    The online balance for HealthEquity now seems to be coming down as expected.

  • jackhake
    jackhake Quicken Mac Subscription Member ✭✭

    Any update on this? Quicken is still not seeing my Health Equity brokerage account.

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @jackhake,

    Thanks for checking in!

    There are no new updates at this time. Any and all available information will be posted in the Alert previously shared by Quicken Kristina. We don’t have any additional details beyond what’s currently listed there.

    We apologize for any inconvenience in the meantime! Thank you.

    -Quicken Anja
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This discussion has been closed.

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