Unable to add Barclays individual account (edited)

For the last couple weeks Barclays has been working as expected for my individual account. However, my fiance created a new joint account and added me to it which added a second account to my Barclays page. After she did this Simplifi needed to reconnect. After fixing the connection issue it only found 1 account (the joint account). I attempted to add a manual account and add a new one to link it, but it won't locate my individual account.

Has anyone seen this before?

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  • Coach Jon
    Coach Jon Moderator admin

    Hello @Joshua Miller,

    Thanks for reaching out! To help clarify your situation, can you let us know what type of accounts these are? Additionally, is the joint account a completely separate account from the individual account you mentioned? If you go to Settings > Accounts in Quicken Simplifi, does the account show as connected there?

    Let us know!

    -Coach Jon

  • Good evening,

    No, the account does not show connected if I go to Settings > Accounts.

    The only account that is showing is the recently opened Joint account my fiance opened and added me to. My individual account that I had added 2 months prior was disconnected. The account showed disconnected. So, I attempted to go to Settings > Accounts > … > Add a new account under Barclays and all its finding is the new Joint account recently created, not my Individual account. I also tried to reset the connection, but that didn't resolve my issues. I then removed the Individual account that showed disconnected, attempted the steps above again (even waited until the next day) and it still only found the joint account.

    Thanks,

    Joshua

  • Sorry, to answer your other question. These are two separate accounts. One is a joint and one is an individual. The individual was working fine until I was added to the joint account recently by my fiance, then the individual stopped working and there is only a joint account being found when connecting.

  • Coach Jon
    Coach Jon Moderator admin

    Hello @Joshua Miller,

    Thanks for the clarification. It is certainly strange that the older account is not being found when usually it is the newer accounts that have these issues if at all. One thing I have seen before is that there may be a setting on the bank's website that was possibly changed in regard to the third-party sharing of the account. Can you verify if you are able to see if there is a setting like that on the bank's website?

    -Coach Jon

  • My Barclays account also hasn't worked for months with Quicken Simplify which is very frustrating as it's my main savings.

  • Coach Jon
    Coach Jon Moderator admin

    Hello @Friedagretchen,

    Thank you for reaching out! From my side, I can see that you are receiving an FDP-103 error when trying to connect to Barclays. This would would be a different issue.

    Typically, you will receive error code: 103 when an invalid username and password for the bank you are trying to connect with have been entered. I would verify the following:

    • Verify the bank selected is the correct instance.
      • You may see several different instances of your bank that you can add in the Add Account screen. Check to see if you’re using the correct one.
    • Verify that your login information is correct.
      • Type your password/PIN into a text application to ensure you don’t have any typographical errors. Then, copy and paste your login information into Quicken Simplifi to ensure accuracy.
    • Verify your login at the bank’s website – Try to sign in to your bank’s website using the same login credentials to ensure you've not locked yourself out of the account and that the credentials are still valid.
    • Check for an app-specific password – Some banks require users to use a specific app password when connecting to a third party. Check with your bank to see if you need to use an app-specific password.
    • Update your credentials – Try temporarily updating your password at your bank's website and then try again to connect to Quicken Simplifi. We recommend NOT using the following special characters: & < > / \.

    -Coach Jon

  • My password does not contain any of the special characters mentioned. This can be marked as resolve though. I tried the steps I mentioned above, attempting to add additional accounts under Settings > Accounts > Barclays > ... > add a new account (using same username and password) and it was able to locate my individual account and joint account.

    Perhaps this was an issue on Barclays side.

  • Coach Jon
    Coach Jon Moderator admin

    Hello @Joshua Miller,

    Thanks for the follow-up! Glad to hear you were able to get connected.

    -Coach Jon

  • FormerMinter
    FormerMinter Member
    edited January 24

    I've confirmed that my password does not contain any of the special characters above. I have made my old connection manual. I have attempted to select Barclays as a new account using the user name and password. Quicken does not connect. I can log into Barclays directly. For what it's worth, I only have Barclays bank account and no credit card account.

    I receive the FDP-102 error

  • Coach Jon
    Coach Jon Moderator admin

    Hello @FormerMinter,

    Thanks for reaching out! Sorry to hear about your connection troubles. We are aware of a known issue with Barclays where users will receive an FDP-102 error when trying to connect. You can follow this alert for updates on this issue!

    -Coach Jon

This discussion has been closed.