HSA Accounts that connect with Quicken

clrascoe
clrascoe Quicken Windows Subscription Member ✭✭
in Download, Add/Update Accounts (Windows)

What HSA providers will connect with Quicken? Health Equity no longer provides that feature.

Comments

  • EvDob
    EvDob Quicken Windows Subscription Member ✭✭✭

    Fidelity, but there are problems downloading currently.

  • clrascoe
    clrascoe Quicken Windows Subscription Member ✭✭

    Thanks. Does it handle investment and spending transactions?

  • EvDob
    EvDob Quicken Windows Subscription Member ✭✭✭

    I know it used to handle investment transactions. It should once they fix it.

    I don't spend from the account yet.

  • clrascoe
    clrascoe Quicken Windows Subscription Member ✭✭

    Thanks

  • Carefree
    Carefree Quicken Mac Subscription Member ✭✭✭

    Get a Schwab account through Lively - you have to pay $24 a year to lively to have no min balance. Otherwise it's 3k, and you can earn the $24 on that. I am seriously thinking of that as I am fed up with Fidelity and their lack of prep for the changing the Quicken connection method. You should confirm with them that you can download but pretty sure you can.

  • AEarthbound
    AEarthbound Quicken Windows Subscription Member
    edited October 28

    I came to this forum with precisely the same question. I've already given Health Equity a piece of my mind, but it seems that jumping ship to another provider that supports Quicken downloads may not be so easy.

    FYI 'HSA Bank' has an article online saying they support transaction download, but a reply I got today from their customer support says they do not.

  • Yupallnite
    Yupallnite Quicken Windows Subscription Member, Windows Beta Beta

    Health Equity used to support Quicken, at least for the Savings side but since they implemented the Passkey requirement it no longer connects. I have tried multiple ways but it seems like a manual entry if you want to track both Savings and Investments for Health Equity HSA. There doesn't seem to be a fix on the horizon.

  • GSC42
    GSC42 Member ✭✭

    My earlier HSA accounts stopped linking to Quicken in fall of 2025. I have since moved them to Fidelity, and, while it does link, there are some limitations on the abilities of a Fidelity HSA acct. You can't schedule recurring monthly EFTs to your checking account from a Fidelity HSA acct. You must do the scheduling manually, and then, only as far at six months ahead of the current date.

    This is quite cumbersome, and no where near as convenient as I had set up before. I am on Medicare now and enrolled in their "Easy Pay" automatic premium payment system. "Easy Pay" only allows links to checking or savings accounts. So, to use my HSA funds to pay my monthly Medicare premium, I set up recurring (monthly) EFTs from my HSA to my checking. Worked fine for a few years. But when EWC+ came out, some banks (my HSA) just decided not to update based on the Financial Data Exchange (FDX) protocol that is available.

    My understanding is that EWC+ is more secure. Go figure.

  • EvDob
    EvDob Quicken Windows Subscription Member ✭✭✭
    https://community.quicken.com/discussion/comment/20526977#Comment_20526977

    Have you tried giving your HSA account & routing numbers to Easy Pay and calling it a checking account?

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