Optum FSA Account Transaction Activity does not align with Simplifi/FDP-102/FDP-2001 (edited)

jhst
jhst Member ✭
edited 5:22PM in Adding and Updating Accounts

Here are my transactions from my Optum FSA account:

image.png

On Simplify, it's only accurate up to 5/2/2025. After that, it's all messed up:

image.png

Please help

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  • Coach Jon
    Coach Jon Moderator admin

    Hello @jhst,

    Thanks for reaching out! From your screenshots, I can definitely see the discrepancies you noticed. It appears that there are missing transactions that never downloaded from your bank. I also noticed that this is from May of 2025. Is this an ongoing issue that is still currently occurring, or was it just during the timeframe shown in the screenshots? Let us know!

    If the issue is still occurring, I would see if the following steps work to resolve the issue you are seeing with this account:

    • 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.

    If you still have missing transactions afterwards, please provide the following information:

    • The name of the account the transactions are missing from, as it appears in Quicken Simplifi.
    • The Date, Payee, and Amount of a few example transactions that are currently missing in Quicken Simplifi.
    • A screenshot of the example transactions from the bank's website.
    • A screenshot of the corresponding register in Quicken Simplifi showing that the transactions are missing.
    • Confirm whether the missing transactions are impacting the balance in Quicken Simplifi or not.

    -Coach Jon

    -Coach Jon

  • jhst
    jhst Member ✭

    it happened after may of 2025. after that nothing is accurate.

    I am not able to relink the account after I have marked them as manual:

    image.png
  • jhst
    jhst Member ✭

    the first time i got Care Code: to.100. The 2nd time I got Care Code: FDP-2001

    image.png
  • Coach Jon
    Coach Jon Moderator admin

    Hello @jhst,

    Thank you for the update! From our side, I can see that the most recent error you are experiencing with Optum Bank is an FDP-102 error. Are you still receiving an FDP-2001 from your side? Let us know!

    Can you also please send logs?

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

    -Coach Jon

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