Affinity Federal Credit Union HELOC no longer provides accurate balance

user12
user12 Member
edited December 2025 in Adding and Updating Accounts

Starting a couple of months ago, Affinity information no longer reflects my actual HELOC balance – Savings and Checking with Affinity are still accurate however.

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  • Coach Jon
    Coach Jon Moderator admin

    Hello @user12,

    Thanks for reaching out! To help clarify your issue, can you confirm whether the account is updating at all? Are transactions still being downloaded? I would have you try establishing a fresh connection by making the account manual and re-linking to see if that fixes the current issue you are seeing. The instructions to do that are:

    • Make all of the accounts with the bank 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 this goes!!

    -Coach Jon

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