Bilt 2.0 connection

Samjclark · February 11

I cannot connect to my bilt 2.0 card. I see several other people also have this issue.

Not available as institution

No CSV/QFX export

Previously worked via Wells Fargo

Thanks for your prompt attention to this issue.

Quicken Laura · February 12

I’m very sorry for the inconvenience you’re experiencing with the connection. We’re aware of this issue and our teams are actively looking into it. I know how disruptive this can be, and I appreciate your patience while we work toward a resolution.

To assist our investigation and help us gather the necessary technical details, could you please submit your log files by using the following steps?

Help → Report a Problem

These logs will allow us to review the connection behavior more closely as we continue working on the fix.

Thank you again for your understanding — we truly appreciate your help as we work to resolve this.

(CTP-16256)

weshough · February 12

Hello - In the Simplify community forum Laura seems to have solved the connection to Bilt 2.0 via Plaid. Does this also apply to Quicken Classic? I am a long time Quicken Deluxe for Windows user who has the new Bilt Palladium card and would very much like to use one-step update to connect to Bilt.

weshough · February 13

Hi Laura - Actually, it is Natalie in the Simplify community forum who has been so helpful to those customers in creating the Bilt linkage. Are you also working on Quicken Classic?

Quicken Laura · February 13

Hi @weshough,

Thank you for letting us know about the update you saw on the Simplifi forum — we really appreciate the information. And yes, you’re absolutely right: Cardless is now working in Simplifi.

For Quicken Classic (for Windows), Cardless/Bilt 2.0 is not yet available. Our teams are actively working with our aggregation partners to add it to the supported financial institution list. However, at this time, we do not have an ETA for when it will become available.

We appreciate your patience while this work continues, and we’re here if you have any other questions!

lewandor · February 14

I'm looking forward to this getting implemented. 🤞I don't know how it works behind the scenes, but it seems that having Simplifi solved means that porting it to Classic shouldn't be as big a lift. (For whatever it's worth, I'm on Quicken Classic (for Mac).

ssllii · February 15

Following this resolution.

Quicken Laura · February 16

Hi @lewandor,

That's right, our team is working with our aggregation partners, although there is
still no ETA for the solution. We greatly appreciate your patience.

If you have any other questions, I am here to help.

thadcaper · February 17

Following (assume if I post something I'll be notified of updates 🤷)

jacobs · February 17

@thadcaper Yes, since you have posted in this thread, you'll be notified of new pposts here. But just so you are aware, threads in this forum are routinely closed if there is no activity (new posts) after a period of several weeks. This happens irrespective of whether the issue has been resolved or not. As this is the type of issue which might be resolved next week or might not be resolved for many months — and there's no way to know (or for the moderators to know) whether a solution is imminent or far off — just be aware that this thread may get closed unless you or others post here once every few weeks.

MG99 · February 20

thanks for the thread..i to am looking to download bilt 2.0 transactions to quicken classic (as we have been able to do with both of bilts previously banking partners)…hopefully you get this fixed sooner vs later.

MamaHutt · February 20

Following and hoping that, as with Simplifi, there will be a quick resolution to this issue. I currently use Quicken Classic Deluxe on a Windows PC.

awfinlay · February 20

Just adding another voice, also wanting the connection between Quicken Classic (for Mac) and Bilt to be set up soon!

RabbMD · February 21

Adding another voice to link bilt 2.0 to quicken. Any other cardless cards like the qatar card would be nice as well

rswift · February 22

same here. Was anxious to get started using new bilt card but will back off using until this issue is resolved. Manual transaction entry isn’t my favorite activity.

Quicken Laura · February 22

Hi everyone,

Thank you for your continued patience.

At this time, the financial institution is not yet available in Quicken Classic. Our team is actively working on this with our aggregation partners; however, we do not have an update or an estimated timeframe for resolution.

We understand the inconvenience this may cause and truly appreciate your patience while we work toward a solution.

usaki · February 25

I am confused… Bilt 2.0 CS did not mention a plan for linking to Quicken. Quicken Laura says "

our team is working with our aggregation partners" - who needs to request the linkage: Quicken or Bilt 2.0? I thought it was Bilt 2.0 which did not seem to be working on it at all… kindly advise if Quicken Team can make that happen.

weshough · February 26

Please give us a status report. Thanks

Quicken Laura · February 26

Hi everyone,

We appreciate you sticking with us and checking back for updates.

This financial institution is still unavailable in Quicken Classic. Our teams are still working with our aggregation partners on this, but we don't yet have a timeline to share.

We understand how frustrating this can be and sincerely appreciate your patience as we continue efforts toward a resolution.

Bilt 2.0 connection

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