Simplifi says to reconnect bank - NBT Bank (edited)

EllieBean

Says to reconnect my bank (I do know the bank updated it's portal but all sign in info is the same)

When I click reconnect it tells me the accounts are already added.

Now what?

Coach Jon

Hello @EllieBean,

Thanks for reaching out! Sorry to hear about the trouble with NBT Bank. I would suggest trying to reset the account connection if the reconnect button is not working. https://help.simplifimoney.com/en/articles/4857199-when-and-how-to-reset-your-account-connections

If that still doesn't work try with a fresh connection. You can make the accounts manual and then use the Add Account flow to get a completely fresh connection. If the connection is successful, you'll then want to link the accounts to your existing Quicken Simplifi accounts. Let us know how that goes!

Thanks,

Coach Jon

EllieBean

None of this is working. Reconnect wouldn't work - I made the 2 accounts manual followed the directions and it continually tells me "You have already added all your accounts at this bank"

Now what?

Coach Jon

Hello @EllieBean,

Thanks for the response. I would see if this works from another browser/incognito mode to see if there is an extension or setting possibly causing an issue.

Additionally, if you go to Settings > Accounts, are there any accounts currently listed under NBT Bank? Can you attach a screenshot as well?

Thank you,

Coach Jon

EllieBean

Hi Jon … I ended up in a support chat - we did the incognito then we did the app. Still not connecting - issue has been escalated

Coach Jon

Hello @EllieBean,

Thank you for the information. I am glad you were able to get the issue escalated with the support team. If you wanted to let us know how that turns out, that would be great!

Thanks,

Coach Jon

EllieBean

A few days ago I signed into Simplifi and was told to reconnect my bank. (see image) Bank is NBT Bank and they did indeed do an upgrade to their site - but login URL and info is the same.

I did the reconnect and it tells me the accounts are already added. (see image)

I then posted in the community for help - Coach Jon answered and I followed his advice. Still not connecting.

The next day I went to support - 1 hour I was on this chat following all the directions - still not working and she tells me she is escalating this issue. I guess you shouldn't escalate on a Friday - cause it's been crickets.

Today I went back over several of the so-called fixes - even used a browser that I have never used for Simplifi or for my bank and cleared all cache and cookies in there. Nope still not working … 😖

AND the balance Simplifi says I have on one of these accounts - I have no idea where it came up with that figure and I wish it was right!

I've spent way too much time on this and still here I sit .. in Simplifi limbo

[Merged Post]

Coach Kristina

Thank you for the follow-up @EllieBean,

I can see that the escalated ticket is in work. There aren't any updates yet, nor is there an ETA, so I have no further information at this time.

Thank you!

EllieBean

@Coach Kristina Thanks for keeping me updated. This probably doesn't belong here … but … Since I made my those 2 checking accounts Manual - If I add transactions they show up as cleared. When I posted them when the accounts were connected they showed up as pending until they did indeed clear.

My question is - if I keep adding these transactions - when my accounts are finally connected again - will I end up with double transactions?

Coach Kristina

Thank you for your reply,

As long as the information is the same, once you are able to reconnect the account, Quicken Simplifi should automatically recognize and match the downloaded transactions to the existing transactions you entered manually. Please see this article (Add a Transaction section) for more details:

https://help.simplifimoney.com/en/articles/3348103-managing-transactions-in-quicken-simplifi

When an account is a manual account, transactions you add will default to Cleared, but you can change it to Pending when you are creating the transaction in Quicken Simplifi. You can do this by clicking the Status dropdown and selecting Pending.

I hope this helps!

N4KHQ

I had the same problem with AIG account. Going to accounts and clicking the 3 dots to the right and selecting Reset connection fixed my problem

EllieBean

UPDATE: While I wasn't notified - I did go in this afternoon to see if I could connect Simplifi to my Bank. The connection worked this time! 😊 And I was able to connect it to my two accounts.

Big Thanks for all the tried to help me with this…