HealthEquity Savings Account Showing Zero Balance (edited)
Recently my HealthEquity Savings Account is incorrectly showing a zero balance. This is a different problem than I sometimes have with the connection being broken. I reset the connection several times and refreshed it too, but it still shows a zero balance. I use several account aggregators and I'm only having this problem with Quicken Simplifi.
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Bummer. I assume the banking site shows the correct total. You can add a Balance Adjustment to fix it temporarily. Have you checked on the phone app to see if it is wrong there as well as the web app? It probably is the same.
I would also try taking the account manual, then go your banking site to remove access to Quicken Simplifi (it often just says Quicken). Next I would go to Add a new account and re-enter my credentials. When it finds your HealthEquity Savings Account, I would then link it back to the now manual account (so you don't end up with second account in Simplifi.
Good luck.
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 20090 -
Yes, the balance is correct on the HealthEquity website and on several other account aggregators like Fidelity and Schwab. It is incorrect on all Quicken Simplifi platforms including the web, Android, and Apple. I have deleted and recreated the account on Quicken four times. It is still showing a zero balance. This is clearly a Quicken issue.
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I have this problem also. Additionally, the investment account associated with the HSA has disappeared from Simplifi and when resetting the connection or when deleting/re-adding HealthEquity, the investment account is no longer offered as a selection, only the savings account.
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@FBOL & @defStef, thanks for posting to the Community!
Please follow these steps to establish a completely fresh connection with the bank to see if doing so clears up the balance discrepancy:
- Make all of your HealthEquity accounts manual by following the steps here.
- 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.
- If the connection is successful, carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.
Let us know how it goes!
@defStef, if you're experiencing a different issue, such as a missing account, you will want to create a separate post to report the separate issue.
-Coach Natalie
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I already tried that several times. It didn't resolve the problem.
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@FBOL, thanks for the reply!
When viewing your connection activity with HealthEquity from our end, I do not see that you've made the accounts manual. Please go ahead and give those steps another try so we can confirm from our end and proceed with reviewing your case for escalation.
Let us know how things go!
-Coach Natalie
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I did and then a Coach deleted that account and recreated it. Still didn't help
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I linked the accounts. It didn't resolve the problem.
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@FBOL, thanks for the update!
Since you mentioned contacting Chat Support, you would want to stick to the original support channel you worked with. It looks like they are escalating the issue for you, so as soon as they have an update, they will reach back out. Keep an eye out for new messages in your Help Center!
-Coach Natalie
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OL, I just wanted to see if anyone else in the Community was having this problem.
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I have the same issue, I have reset the conneciton, deleted and recreated multiple times same results. Zero balance for the "savings account" and the investment account is gone. Logging into the site all balances are fine.
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@Strahan001 @FBOL @defStef, this issue has been escalated from our end. We have an Alert that you all can follow for updates moving forward:
Thank you for your patience as this issue is worked on!
-Coach Natalie
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I have the same issue. Reset to manual, deleted brand, added Healthequity and can't get through connection (spinning). Sometime it goes through but balance is bogus.
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