AMEX HYSA zero balance

quickdave

Hi. I have both an Amex Delta card and a new HYSA account. In Simplifi, had no trouble connecting on 11/4/2024 and selecting the new HYSA account to add. Simplifi added the account and the first deposit transaction. However Simplifi shows ZERO balance. I have tried so many ways to change how I add the account or enter balance adjustment transactions and have no luck.

To repeat - I had no trouble with adding the account, I have trouble showing a balance.

Neither Simplifi nor Amex are new products.

Coach Jon

Hello @quickdave,

Thanks for reaching out! Sorry to hear about your recent trouble with your AMEX HYSA account. To better help us understand your situation, can you let us know what instance you are using to connect to your account in Quicken Simplifi? And have you tried any other available American Express instances to see if they possibly work?

One thing you might also do is to try Resetting your Account Connection, to see if the balance comes through after a reset. Let us know if that works!

-Coach Jon

quickdave

I have used the first two and last in the list …. "American Express", "American Express Delta Skymiles", and "American Express - Delegate". I do not see an "American Express - Bank" option anywhere. The first two appear to connect fine and select the HYSA and show the deposit transaction, but zero balance. It shows the transaction as if it were a payment, increasing the value from negative to zero. I have tried every possible variation of transaction and account details I can imagine, but there may be a magic combination out there.
Honestly, I am a little afraid of 'reset connection'. For one thing, the doc sometimes reads 'resets ALL connections'.

quickdave

Update. I might have this working now. Instead of using a top level 'Add Account', I selected the existing Amex account and saw there is yet another 'Add Account' option. I selected this option and re-connected. This time the accounts to add selection was different - both accounts are lised but the dialog is more plain with no fancy images. This almost worked. It briefly showed a balance on the new account (yay) before showing a 'connection failed' message (boo). I repeated the same process and this time has stuck so far.
Lesson - there is more than one entry point to add an account.

Coach Jon

Hello @quickdave,

Thanks for the reply! I am glad you were able to get the account connected and have the balance show correctly. I see that you connected to the "American Express" instance in Quicken Simplifi, which is the instance you want to use for your account. Be sure to let us know if the problem with the balance shows up again in the future.

Thank you,

Coach Jon