Best Of

@iericdaly, thanks for confirming!

I went ahead and got this issue escalated from our end and will post back with updates. In case we need them, please also submit your logs via the 'Send Feedback' option:

1. Log into the Quicken Simplifi Web App.
2. Select Profile from the left-hand navigation bar.
3. With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback. 
4. Leave all boxes checked, add a brief description of the issue, and then click Send.

-Coach Natalie

EWC-11172819

Hello @CericRushmore,

Thanks for the information! We have gone ahead and escalated this issue. We will post back here when we receive updates going forward.

Thanks,

Coach Jon

EWC - 11171613

Hello @CericRushmore,

Thanks for reaching out! We are aware of this known issue and you may follow the alert we have for it here for further updates as we receive them.

Thanks,

Coach Jon

@CericRushmore, thanks for reaching out!

I'd suggest following these steps to establish a completely fresh connection with American Express, and also generate a new OAuth token:

1. Navigate to the bank's website, sign in, and then remove Quicken's access from the bank's third-party linked apps.
2. While on the bank's website, also make sure the new credit card account is authorized for third-party access.
3. Navigate back to Quicken Simplifi and make all of your Amex accounts manual by following the steps here.
4. Once you see the account(s) listed in the Manual Accounts section under Settings > Accounts, go back through the Add Account flow to reconnect to the bank.
5. If the connection is successful, carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.

Let us know how it goes!

-Coach Natalie

oh the other bit of feedback would be to have instructions around the recurring bills. I had a few but was not sure if I should reconnect them in fear of confusing or duplicate bills…so I'm in the process of resetting those.

Thanks

@Coach Natalie

So I think I did something wrong. I did step 3,

3. Once you see the account(s) listed in the Manual Accounts section under Settings > Accounts, go back through the Add Account flow to reconnect to the bank.

and added account and created NEW accounts, so I can wait for step 4. but I can't find a way to link the new account to the old one. The new accounts seem to have all the old transactions.

So I deleted the NEW accounts and through the QS flow, restarted step 4 AND linked them back to manual accounts. I think it's working now.

Some feedback, step 3 really is part of the workflow in step 4…as QS connects, it brings up the dialog box show here. But what would have been helpful in this link is to understand that this linking process is part of step 3, added a new account, making the new connections.

Thanks.

Max