How do I set up my Optum Financial HSA as a manual account (since Optum is not supported)

Question

Optum has two buckets of money, 1. the bucket used for health-related expenses and, 2. the bucket that is invested. I'm not sure how to set this up in Simplifi. ??

Coach Jon · Accepted Answer

Hello @dc2psguy,

Thanks for reaching out! You can track accounts 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

As for what account type to set it up under, I have seen users set it up as both a Savings account and an Investment account type.

If the account is an investment account, the manual tracking steps are a little different. You can add/edit your Holdings to keep accurate records using the information available here:  Tracking Investments in Quicken Simplifi | Quicken Simplifi Help Center and Tracking Investments in Quicken Simplifi | Quicken Simplifi Help Center

I hope this helps!