Missing Fidelity HSA Transactions

Mortimer Duke
Mortimer Duke Member ✭✭
edited December 17 in Adding and Updating Accounts

Simplifi has stopped showing all transactions to my Fidelity HSA after October 3, 2025. Any suggestions?

Also, though it took me some time to figure out what it was doing, Simplifi seems to consolidate multiple transactions from a given payee on a particular day into a single transaction in the Simplifi ledger. Is this Simplifi's doing or how Fidelity sends data across to it? Have others noticed similar phenomena?

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  • Coach Jon
    Coach Jon Moderator admin

    Hello @Mortimer Duke,

    Thank you for reaching out! I am sorry that you are not receiving transactions in your Fidelity HSA account. Can you confirm if the account balance is still updating within Quicken Simplifi? Have you tried the following steps to see if they work to resolve the issue you are seeing?

    1. Navigate to the bank's website, sign in, and then remove Quickens access from the bank's third-party linked apps.
    2. Make all of the accounts with the bank manual by following the steps here.
    3. 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.
    4. If the connection is successful, carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.

    As for your second inquiry, this could very well be how your financial institution sends over data, but I would not be sure myself. Have you verified if the transactions show up the same way on the bank's website? Let us know!

    -Coach Jon

  • Mortimer Duke
    Mortimer Duke Member ✭✭

    Thanks. I'll try removing and readding the account.

    As for the second portion, the ledger at Fidelity shows discrete ledger entries for each transaction.

  • Coach Jon
    Coach Jon Moderator admin
    edited December 17

    Hello @Mortimer Duke,

    Thank you for the reply! I apologize, but after more research, I have verified that Fidelity HSA Accounts do NOT download transactions. This is due to HIPAA. Users will need to manually enter their Investment Transactions for these particular accounts in Quicken Simplifi.

    I am sorry I do not have a better solution.

    -Coach Jon

  • Mortimer Duke
    Mortimer Duke Member ✭✭

    Wow. Fascinating. Thanks.


    interesting that transactions prior to October 3 exist,

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