NEW 3/19/25: Incorrect Balance Information with Coastal Federal Credit Union

Coach Jon

We are currently seeing an issue with users trying to connect with Coastal Federal Credit Union receiving incorrect balance information in Quicken Simplifi. The balances and transaction signs for Checking, Savings, and Credit Card accounts at Coastal Federal Credit Union display incorrectly. However, the value of the balance will be correct in Quicken Simplifi:

• Checking Accounts:
  • The balance is showing as negative when it should be positive.
  • Transactions are incorrectly categorized as positive when they should be negative.
    
• Savings Accounts:
  • The balance is showing as negative when it should be positive.
  • Transactions are incorrectly categorized as negative when they should be positive.
    
• Credit Card Accounts:
  • Charges are displayed as payments, and payments are displayed as charges.
  • This issue affects how balances and transactions appear in Quicken Simplifi.

This is a known issue that we are working to resolve as quickly as possible. We currently have no ETA to provide on when a resolution can be expected, but will post updates as soon as we do. If you would like to be automatically notified of any updates regarding this issue, please "bookmark" this Alert by clicking the bookmark ribbon in the upper right corner.

Thank you!

CTP-11890