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Unable to add Barclays Savings Account (edited)

movieman12345

I've had a frustrating experience over the last 2 weeks connecting to Barclays Bank (i.e. Simplifi financial institution "Barclays Bank Delaware"). The account would not refresh consistently, so I made it a manual account, and tried to re-add + link the account. However, in the Add Account workflow, after entering my credentials, I only see a "You have already added all your accounts at this bank." message. I tried to log out of my Simplifi account and log back in, but no luck. Can someone help resolve this?

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Coach Natalie

@movieman12345, thanks for posting to the Community regarding this issue!

The first thing I'd recommend is navigating to Settings > Accounts and confirming that the account in question is in the 'Manual Accounts' section. You will also want to look for Barclays in the Financial Institution list to ensure you don't have any active connections.

There may also be an empty institution for Barclays below the 'Manual Accounts' section (by empty, I mean there are no accounts under it) that's there from when you made the account manual. Although this shouldn't impact any new connection attempts, we may as well have you delete it to be on the safe side. You can do so by clicking the three dots at the end of it and then selecting "Delete Institution".

Once you've confirmed that there are no existing/active connections for Barclays, I'd next sign out and back into Quicken Simplifi just so everything refreshes. You can then go back through the Add Account flow to see if it works. If not, I would suggest trying the "Barclaycard" bank option to see if that one works for you.

Let us know how it goes!

movieman12345

I confirmed the account is in the 'Manual Accounts' section. I also deleted 2 empty institutions for Barclays. I signed out and signed back in. Tried the Barclaycard and Barclays Bank Delaware options. Nothing works! I continue to get the "You have already added all your accounts at this bank" message.

movieman12345

So, I changed my Barclays password, to see if this would force a new connection. I still got the same "You have already added all your accounts at this bank" message, so seems like an issue at Quicken's end. Please investigate. And what's worse, after I'm made the account manual, it shows an inflated account balance. All this is unacceptable for a paid service. There are account connection issues every couple of weeks, frustrating.

movieman12345

As a final attempt, I deleted my account, logged out/logged in, and tried to re-add. No luck, still seeing "You have already added all your accounts at this bank". Please fix this.

CMoney

@Coach Jon @Coach Natalie

I am also having an issue with my Barclay Savings account. It was working great unit the last week where I started running into problems updating. In troubleshooting, I deleted the account to try to re-add it, but now it can't find the Savings account. When reestablishing a connection the only account that shows up is a Banana Republic card from Barclay that I also have. Similar to the user here I have no problem signing in through Barclay's website to see both the BR card and the Savings account.

I'm using the Simpli connection. There doesn't seem to be a connection for just the Savings account. And just to reiterate, this was all working fine up to a week ago for me.

movieman12345

+1, I'm having the same issue as CMoney. [To see the discussion, click here]

Coach Kristina

Thank you for your replies,

To help us investigate this further, please answer these questions:

Has there been activity in the account within the last 90 days?
1. We may not find the account if there hasn't been any recent activity.
Are you routed to a different URL or website when you try to view the missing account on the bank's website?
1. If so, the account may be an external account, please provide the URL you are redirected to.
What is the account type (checking, savings, etc.) and nickname as it appears on the bank's website?
1. How many accounts do you have with this bank?
Is the missing account a subtype of another type of account?
1. For example, an authorized user on a credit card account.
Did the bank make any changes to their website?

Thank you!

movieman12345

Yes
After I successfully login to cards.barclaycardus.com and click on my account number to view details, it re-directs from a barclaycardus.com URL to securebanking.barclaysus.com
Savings; nickname = Online Savings
No
No, not recently

System

This discussion was created from comments split from:

Barclays Online Savings connection problems - FDP-103 (edited).

Coach Natalie

@CMoney, thanks for reaching out to the Community with this issue!

To clarify, which bank option was the savings account connected to prior? Also, have you tried the "Barclays Bank Delaware" bank option to see if that one works?

Please let us know so we can best assist!

Coach Natalie

@movieman12345, thank you for giving those steps a try and posting back!

To clarify, do you have any other accounts with Barclays, or is it just the Online Savings account? We do need a few additional pieces of data from you as well:

Are you the owner of the account?
A screenshot of the Accounts Summary page from the bank's website that has a wide enough scope to show the full page URL. This is the landing page after signing in, and typically lists all accounts and balances. You will want to take this from a web browser and not a mobile browser, as well as redact any private info such as account numbers.
A screenshot of the Add Account screen in Quicken Simplifi showing that the account in question is missing at account discovery, or the "You have already added all your accounts at this bank" message.

Please also submit your logs via the 'Send Feedback' option:

Log into the Quicken Simplifi Web App.
Select Profile from the left-hand navigation bar.
With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
Leave all boxes checked, add a brief description of the issue, and then click Send.

CMoney

@Coach Natalie

Thanks for your reply. I didn’t pay close attention to what was there before but I did also try the Delaware one and it yields the same results of only listing the BR credit card and not the Savings account. I also tried the AA Advantage one with the same results. The only one I didn’t try was the India one. Hope that helps troubleshoot.

movieman12345

No other accounts, just the 1 Online Savings account.

Yes
Screenshots attached (Barc-1 is the page I see after login; Barc-2 is after I click through on the account listed in Barc-1)
Attached (Barc-3)
Barc-1.png

Barc-3.png

Barc-2.png

I've submitted my logs too.

Coach Natalie

@movieman12345, thank you!

I got this issue escalated and will let you know when there are updates.

CTP-12741

Coach Natalie

@CMoney, thank you for the reply!

I merged your post with this thread for the same issue. I would love to get you added to the escalation! To do so, please provide the following data:

Has there been any activity in the account in the last 90 days?
Is the account considered an external account (i.e. are you redirected to a different website when selecting the account on the bank's website)? If so, what URL are you redirected to?
Is the account a subtype of a different account?
Has the bank made any recent changes to its website or sign-in process?
Are you the owner of the account?
The name of the account, as it appears on the bank's website.
A screenshot of the Accounts Summary page from the bank's website that has a wide enough scope to show the full page URL. This is the landing page after signing in, and typically lists all accounts and balances. You will want to take this from a web browser and not a mobile browser, as well as redact any private info such as account numbers.
A screenshot of the Add Account screen in Quicken Simplifi showing that the account in question is missing at account discovery.

Please also submit your logs via the 'Send Feedback' option:

Log into the Quicken Simplifi Web App.
Select Profile from the left-hand navigation bar.
With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
Leave all boxes checked, add a brief description of the issue, and then click Send.

Much appreciated!

Coach Natalie

@movieman12345, you can now follow our Alert for updates:

https://community.simplifimoney.com/discussion/12099/new-04-14-25-barclays-unable-to-add-savings-accounts

Thanks!