Balance Issues with Bank of America

System
System Administrator admin
edited 2:11PM in Adding and Updating Accounts

This discussion was created from comments split from:

Balance Issues with Citi (edited).

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  • TheReal702
    TheReal702 Member ✭✭✭

    I started this thread because of balance issues with my BOA checking account.

    It seems to have been morphed into a Citi issue.

    It's not just a Citi issue.

    I continue to have balance issues. Today included.

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭

    @Coach Natalie You may wwant to get the first few messages off the original thread and add them to this.

    —
    Rob Wilkens

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @TheReal702, thanks for bringing your Bank of America issue back up!

    Since the original thread had a Citi escalation and has become quite convoluted with various banks and issues, we are asking users to create separate threads for separate banks. With that, I have split your issue into a new thread so we can take a fresh look at it. Assuming you're seeing the same balance issues as other users, we will first need to have you establish a completely fresh connection with the bank and gain a new access token:

    1. Navigate to the bank's website, sign in, and remove Quicken's access from the bank's third-party linked apps.
    2. Navigate back to Quicken Simplifi and make all of your accounts with this bank manual by following the steps here.
    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 reauthorize your accounts.
    4. Carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.

    Once done, please keep an eye on things moving forward to see if the issue pops back up. If it does, let us know so we can gather data from you for the most recent example and submit an escalation.

    We look forward to your reply!

    -Coach Natalie

  • TheReal702
    TheReal702 Member ✭✭✭

    Bad news @Coach Natalie

    I opened Simplifi on the web to see what a refresh would do and see this -

    Screenshot 2024-11-25 at 8.29.09 AM.jpg

    So I circled back to this thread that you posted to me. I performed steps 1 & 2.

    When I go your Step 3, I get a pop up window that is blank, and a file drops onto my desktop titled "registration" that contains zero data.

    I tried to perform the same "add account" using your instructions using the app on my iPad and I get this -

    IMG_95C51BC0583C-1.jpeg

    Everything has stalled, and I get nowhere.

    I tried a refresh with my Quicken Classic program, and get error messages there saying it can't connect to BofA. So I go back to BofA and revoke the token for QC also.

    Now I can't reconnect to BofA with Simplifi or with QC.

    I've cleared all cookies, cleared the cache, restarted my MacBook tried it all again. Nothing.

    Maybe it's a BofA issue? I have no way of knowing.

    Ugh.

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