Best Of

Hello @sandglass,

Thank you for reaching out! From our side, it looks like you may be using an instance that is no longer supported for Vanguard. I would check if the other Vanguard instances available within Quicken Simplifi work for you.

Let us know how that goes!

-Coach Jon

Hello @MikeZ,

I can certainly understand where you are coming from. The idea post I linked previously in this thread may definitely be something you would want to vote for, considering it is requesting more consistent investment balances. We also have the following idea post that requests the ability to choose simpler investment tracking than what is currently utilized in Quicken Simplifi, if this interests you.

I apologize that we were not able to find a resolution for your issue, but if you do change your mind, be sure to let us know so we can continue troubleshooting.

-Coach Jon

Thanks Natalie. I’ll give that a try next time (hopefully ther won’t BE a next time, though!).

I think the AMEX HYSA is downloading again. It stopped on me and I spent a frustrating month being told my AMEX that they were no longer going to support Quicken, so I closed the account and moved it to Capital One. It was a goodly sum.

Then I think they started downloading again. My wife uses AMEX credit card, but if it continues to give trouble, bye bye.

There's a bank on every corner.

Edit: But none of these connections work the way they did 20 years ago when you had a problem once in a while on weekends when they were doing maintenance, and you usually got an email warning you. I don't really know what happened. I guess they cut the number of technicians.

I get this Amex warning all the time. Usually works the next time. I hope it will be the same for you. I get it more in Quicken Classic than Simplifi for some reason.

It is extremely frustrating that this issue is STILL unresolved! How hard is it for Simplifi to change login credentials from a PIN to password for its customers. Please make this a HIGH priority for your customers.