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How can I categorize an HSA account as an investment in the Mobile App?

Rob2806

I added an HSA Savings account within Quicken Classic Desktop and changed the intent to investment. It displays under investments as desired on the Desktop. However, in the mobile app it still falls under Banking. I've purged my cloud data and logged out and back in, but it still doesn't work. How can I fix this Savings account so that it falls under investments in the app? Note: When I added the HSA account, it created two accounts for it. I want both to categorize as investments.

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Sceptic

@Rob2806 when you change the account intent, unfortunately, it does not change it consistently in Quicken. This is especially true in reports. For example, the Net Worth report will show the HSA Savings account as a Bank Account, no matter what you change the account intent to. So, it doesn't surprise me that the HSA Savings account shows under Banking in the mobile app.

Rob2806

Is there a way to add an HSA Savings Account as an investment account so I don't have to change the intent later?

Is Quicken doing anything to fix this bug? If they don't fix this, I won't be able to use Quicken to track my investments. Monarch handles this without any problem.

Sceptic

@Rob2806 Personally, I would be reluctant to redesign the account structure just to change where it appears in the mobile app. The HSA savings account is fundamentally the cash component of the HSA, so treating it as an investment account may introduce inconveniences elsewhere in Quicken while providing only a cosmetic benefit in the mobile app.

I can understand why this seems like a bug, especially since changing the account intent to Investment causes it to appear under Investments in Quicken Desktop Account Bar. However, HSAs are somewhat unique because they often consist of both a cash account and an investment account.

I am not aware of any announced plans to change this behavior. What you are seeing appears to be consistent with how Quicken currently handles HSA Savings accounts in other areas of the product, where changing the account intent does not always change the classification in all areas of Quicken.

Sceptic

@Rob2806 If having the HSA Savings account appear under Investments in the mobile app is important to you, I would encourage you to submit a Product Idea or Enhancement Request. Regardless of whether this is considered a bug or a design limitation, a Product Idea gives Quicken visibility into how users would like HSA accounts to be handled and allows other users to vote on the request.

Click on Product Ideas > Ideas for Mobile, and then click on "New Idea".

Rob2806

I will submit a ticket. I would be concerned if they didn't consider it a bug. Quicken Classic Desktop allows me to set the intent category as a Savings Account or as an Investment Account and it works as desired on the Desktop. I can toggle the account back and forth between the Banking and Investment categories with no problem. The bug is really in the Quicken Mobile App where the same account categories exist, but the mobile app is not consistent with how they are displayed on the Desktop. The Mobile App is supposed to sync with the Desktop app, but it doesn't. And when I searched the help forums and used the assistant, it tells me that it should sync! This really is a deal breaker as to whether I will use Quicken to track my investments. I already know that Monarch works.

Sceptic

@Rob2806 you can definitely send a problem report to Quicken Support. In my opinion, whether to consider it a bug or not, gets a little murky. It's really not a sync issue. It is just the fact that Quicken doesn't honor the account intent in every aspect of the desktop program or its companion apps.

Rob2806

If it's not a bug then it's horrible design. Who would intentionally design inconsistencies into their products and between their companion applications so that investment and banking balances don't reconcile between each other? Plus if they are going to accept this as design, then they need to update their documentation instead of saying it's a sync issue and providing steps (that don't work) to fix the so-called sync issue.

I added an HSA account which automatically categorized as a savings account. I changed the display intent to investments, and it displays correctly in quicken desktop, however, on the mobile app it still shows under a savings account even after sync. Can this be fixed?

Yes — this can usually be fixed by refreshing the mobile sync.Try this on your Windows desktop:

Go to Mobile & Web tab
Click the Accounts synced successfully link
Uncheck the HSA account
Click Update Accounts
Reopen the window, recheck the account, and click Update Accounts again to resync

If it still shows incorrectly after that:

Sign out of the Quicken Mobile app
Sign back in with the same Quicken ID

If the mobile data still looks wrong, you can also reset the cloud data from Edit → Preferences → Mobile & Web → Reset your cloud data, then sync again.

Quicken Laura

Hi @Rob2806,

Thank you for sharing your experience. I was able to reproduce the behavior on my end.

It appears that when an account is initially set up as a Savings account, Quicken continues to display it under the Banking account group in the mobile and web apps, even if you change the account intent in the desktop application.

I’ll report this behavior to our team and keep you updated if I receive any additional information.

In the meantime, please submit a problem report along with your log files. This will help us provide the appropriate team with additional details for further investigation.

To send your logs:

Open Quicken
Click Help
Select Report a Problem
Click Send to Quicken

Once submitted, please let me know. I look forward to your response!

(CBT-1306)

Sceptic

@Quicken Laura one clarification - the account type is not changed it remains "Savings". It is the Account Intent that is changed to "Investments" on the Display Options tab in Account Details. I think that's an important distinction for the programmers.

Quicken Laura

Thank you for catching that, @Sceptic ! I’ve corrected it to reflect the accurate information.

Quicken Laura

Hi @Rob2806,

I wanted to share a quick update on case CTP-18980. The case remains open, and our team is continuing to investigate the issue.

At this time, we don't have an estimated resolution date, but I'll keep you informed as soon as any new information becomes available.

In the meantime, please feel free to reach out at any time if you have additional questions.

Thank you for your continued patience and understanding!

[CTP-18980]