Optum Bank HSA

Michael Rosen
Michael Rosen Member ✭✭✭✭
edited March 1 in Download, Add/Update Accounts (Windows)

I have an online account set up in Quicken. I even tried resetting it just now. I get sent a 2FA code but nothing ever downloads.

Running Classic Premier R66.18 build 27.1.66.18 on Windows 11.

Thanks.

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Answers

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod
    edited March 10

    Hello @Michael Rosen,

    Thank you for sharing your experience.

    It sounds like you are experiencing Missing Transactions. Please take a look at the linked article on this topic.

    If this is the first time this has happened

    Review this list of reasons; if the issue has only happened once, one of the scenarios below is the likely cause:

    1. Has the sort order been changed in the register? Confirm that the Sort Order in your account register is by Date; just click the top of the Date column in your account register. It's likely the transactions are in your register, just not where you thought they'd be.

    WinDateSortGif_support

    2. Click the Reset button at the top of the register. This will confirm that there's no filtering in your account register.

    3. Try refreshing your login session: To do this, go to Help > Refresh Sign in. After completing the log-in process, trying running a One Step Update again.

    4. Are these missing transactions over 90 days old? Transaction download is typically limited to the last 90 to 200 days, depending on the financial institution. If you need transaction history older than what the download contains, many banks will make this available on their website via Web Connect. To use Web Connect, you can find information here, or contact your bank.

    5. Are these transactions still marked as "pending" on your bank's website? Pending transactions have been authorized by your bank but have not cleared and paid from your account yet. Most banks don't allow transactions to download until the transaction clears the bank.

    More steps can be found in the article. If the steps in the article do not resolve the issue, please contact Quicken Support directly so they can gather examples of these missing transactions and check your log files to see if the bank is sending them over.

    Hope this helps!

    Quicken Alyssa

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  • Michael Rosen
    Michael Rosen Member ✭✭✭✭

    I don't think this is applicable. Nothing is downloading. I read that Optum Bank may not support direct download to Quicken. I have three transactions in the past few days that didn't download when I ran a One Step Update just now.

    I'll try emailing their customer service to clarify.

  • Michael Rosen
    Michael Rosen Member ✭✭✭✭

    This is what they told me.

    Thank you for letting me know your concern, Michael. Sorry to inform you, earlier we used to support data aggregators like Quicken and Mint. Due to the latest security update we longer offer to download the transaction information from external applications like Mint/Quicken. I would request you to download the statements using .CSV format from our portal.

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    @Michael Rosen,

    Thank you for following up and sharing the information from the financial institution.

    Unfortunately, it appears that Optum has not made us aware of this change, if this has in fact taken place. Your connections internally are all showing an "Ok" status.

    If you are still not receiving transaction downloads from this bank, please reach out to Quicken Support so they can investigate the issue and escalate if needed.

    Thanks again!

    Quicken Alyssa

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