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New Upgrade Connection Does Not Include Personal Loan Accounts

jtb36

When attempting to use the new Upgrade.com connection, personal loan accounts do not seem to be considered compatible accounts.

Screenshot 2025-07-22 at 12.02.29 PM.png

Screenshot 2025-07-22 at 12.03.31 PM.png

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Coach Jon

Hello @jtb36,

Thanks for reaching out! I can confirm that Personal Loan accounts are usually supported within Quicken Simplifi as an account type. It may be that the account is not set up for third-party sharing with the financial institution. If you navigate to the bank's website, is there a setting you can see that allows you to manage the way the account is shared, possibly?

-Coach Jon

jtb36

There does not seem to be anything around sharing within Upgrade's settings.

Coach Jon

Hello @jtb36,

Thanks for the reply. Is this a newly opened account with Upgrade? Sometimes, accounts that have just been opened can take a few days to be shared in Quicken Simplifi.

-Coach Jon

jtb36

No sir, this is a ~3 year old account.

Coach Jon

Hello @jtb36,

Thanks for the reply. If you can provide the following information, we can work on troubleshooting this issue for you:

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.
If the issue is occurring on an existing Quicken Simplifi account, the name of the account as it appears in Quicken Simplifi.
A screenshot of the Accounts Summary page from the bank's website (the page that lists all accounts and balances - feel free to redact any private info) that has a wide enough scope to show the page URL (this must be taken from a web browser and not a mobile browser).
A screenshot of the Add Account screen in Quicken Simplifi showing that the account in question is missing at account discovery.

We will also need logs to be sent. The instructions to do that are:

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.

-Coach Jon

jtb36

There is no send feedback option.

Coach Jon

Hello @jtb36,

You will need to hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.

-Coach Jon

jtb36

Logs have been sent and the above questions were responded to in a PM to you.

Thanks.

Coach Jon

Hello @jtb36,

Thanks for the information we requested! I did get this issue reported to our product team, and we will be sure to follow up here with any status updates going forward!

In the meantime, you can track the account manually by adding manual transactions, which will keep your records up-to-date. Here are the steps to do so: Managing Transactions in Quicken Simplifi | Quicken Simplifi Help Center

-Coach Jon

CTP-13845

Coach Jon

Hello @jtb36,

I am back with an update from our product team on your reported issue. They would like you to please try connecting again within Quicken Simplifi. If the issue continues, please supply new logs and 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.

-Coach Jon

Coach Jon

Hello @jtb36,

I am following up to verify if you saw my previous response regarding the update from our product team for your issue. They would like you to please try connecting again, and if the issue continues, provide new logs and 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.

Let us know!

-Coach Jon

jtb36

I actually paid this account off, so I am unable to test it further.

Thank you for following up.