Planning for Bilt 2.0 Mastercards & Quicken Downloads

mb996
mb996 Quicken Windows Subscription Member ✭✭
edited January 25 in Download, Add/Update Accounts (Windows)

Planning ahead for the new Bilt 2.0 Mastercards and how to download transactions.

Bilt 1.0 Mastercard was with Wells Fargo.
Bilt 2.0 Mastercards are serviced by Cardless, Inc. and issued by Column N.A., Member FDIC. 

I cannot find Column N.A. in the 14,000+ supported institutions. HOWEVER…………

Column National Association (Column N.A.) is a nationally chartered bank, formerly Northern California National Bank.

Northern California National Bank ("NorCal") was acquired in 2021 by investors Annie and William Hockey for approximately $50 million. Following the acquisition, the Chico-based bank was rebranded to Column National Association.

Northern California National Bank is still listed as one of the 14,000+ supported institutions.

Will be interesting how to download Bilt 2.0 transactions…….

Comments

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Have you asked the bank's management itself for their comment on this matter?
    It's up to the bank to decide if and how they want to support third party downloads thru Intuit Inc. as the service provider. If they do and once the service is available, then there will (should) be appropriate instructions on the credit card website.

  • thoaingan
    thoaingan Quicken Windows Subscription Member ✭✭
    https://community.quicken.com/discussion/7970487/planning-for-bilt-2-0-mastercards-quicken-downloads

    I have the same issue. I'm not able to connect to Bilt from Quicken to download transactions.

  • thoaingan
    thoaingan Quicken Windows Subscription Member ✭✭
    https://community.quicken.com/discussion/comment/20534493#Comment_20534493

    This is Bilt's response -

    image.png
  • jnbarbee
    jnbarbee Quicken Windows Subscription Member

    Any update Quicken regarding being able to connect to Bilt 2.0?

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    https://community.quicken.com/discussion/comment/20536929#Comment_20536929

    Updates would have to come from the bank. They, and they alone, can authorize downloads into Q as the bank needs to make system changes on their side in order for it to happen.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • WonderFlea
    WonderFlea Quicken Mac Subscription Member
    https://community.quicken.com/discussion/comment/20537502#Comment_20537502

    Is there a way to escalate this into the Quicken Subscription as they're working to escalate it into Quicken Simplifi?

  • LarsV
    LarsV Quicken Mac Other Member

    It doesn't feel like these posts are even monitored. It's unclear whether the successful Simplify integration with Bilt 2.0 indicates the same capacity for "Classic." I don't see why not, but can someone (anyone) provide a response?

  • mb996
    mb996 Quicken Windows Subscription Member ✭✭

    @Quicken Janean @Quicken Anja Do you have any insights when Windows/Mac Classic will get the Bilt 2.0 integration via Plaid.

    For reference,

    https://community.simplifimoney.com/discussion/15691/bilt-mastercard-no-longer-supported-via-wells-fargo-api-switched-to-cardless-inc-edited

  • Quicken Anja
    Quicken Anja Moderator mod
    edited February 20

    Hello everyone,

    Thank you for posting.

    We do have an active Alert regarding Bilt Rewards (Bilt 2.0) connectivity issues through Plaid, including transactions not downloading, $0 balances, and “INSTITUTION NOT RESPONDING” errors.

    Please refer to this Community Alert. This issue has been escalated internally and is currently being investigated. While we do not have an ETA at this time, updates will be posted to the Alert as they become available.

    To receive notifications, please bookmark the Alert thread.

    Thank you!

    [Edited - Link Removed, See Update Below]

    -Quicken Anja
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  • mb996
    mb996 Quicken Windows Subscription Member ✭✭

    Thank you @Quicken Anja. Following the alert.

  • jvaillancourt74
    jvaillancourt74 Quicken Mac Subscription Member ✭✭

    When I click on "community alert" in Anja's post I get the error "Discussion Not Found"

  • MG99
    MG99 Quicken Windows Subscription Member ✭✭

    thank you for the update, i to am looking to download bilt 2.0 transactions, as we were able to download both previous bilt banks into quicken classic. hopefully this gets resolved quickly.

  • Quicken Anja
    Quicken Anja Moderator mod
    https://community.quicken.com/discussion/comment/20538866#Comment_20538866

    Hello everyone,

    I apologize for any confusion and want to clarify what happened with the Community Alert.

    After further internal review, it was determined that the connectivity issue referenced in the Alert that was previously linked above applies specifically to Quicken Simplifi (which supports Plaid connections). As a result, the Alert was reclassified and remains active in the Simplifi Community, but it does not apply to Quicken Classic.

    At this time, Bilt 2.0 is supported in Simplifi via Plaid. However, Quicken Classic (Windows and Mac) does not currently support Plaid connections, and Bilt 2.0 is not available through Classic’s aggregation channels.

    We understand this is disappointing, and our teams are continuing to review options with our aggregation partners, but there is no ETA to share regarding Classic support at this time.

    We apologize for any inconvenience, thank you!

    -Quicken Anja
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  • MamaHutt
    MamaHutt Quicken Windows Subscription Member ✭✭

    Thank you for the update @Quicken Anja Hopefully this will be resolved very soon for those of us on Quicken Classic!

  • Quicken Anja
    Quicken Anja Moderator mod

    You're welcome @MamaHutt—we appreciate your patience as we continue to explore options for Quicken Classic.

    -Quicken Anja
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  • mb996
    mb996 Quicken Windows Subscription Member ✭✭

    Appreciate the update @Quicken Anja. 🤞hoping Plaid support in Classic sooner than later.

    In the mean, I'm doing offline tracking and Bilt doesn't support Quicken export, so alot manual work. It is what it is.

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