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My credit union (Washington State Employees Credit Union) is not available (edited)

Doug Olson

Good evening, Quicken Simplifi community:

Last August 8th I purchased a subscription to "Quicken Inc - N01 180 Jefferson Dr Menlo" for $51.78 (I had used "Quicken Home & Business, 2016" software for more than ten (10) years.) After I made the purchase I tried to connect the Quicken Simplifi software to my credit union. The Quicken Simplifi software failed to connect to my credit union account. (My credit union is the Washington State Employees Credit Union.) I looked at the long list of banks and credit unions that Quicken Simplifi states they can connect with and the Washington State Employees Credit Union is NOT on their list. I called the Washington State Employees Credit Union earlier this week and asked if there was a problem with Quicken Simplifi connecting to their business? The WSECU told me that it was Quicken's problem not being not able to connect to WSECU!

I am writing to ask if you have any further information you can share with me about "why" Quicken Simplifi cannot connect to the Washington State Employees Credit Union? (As you are aware the list of banks and credit unions that Quicken Simplifi claims to be able to connect with is quite extensive!) Why would Quicken Simplifi have a "problem" connecting to one credit union in the State of Washington??

Thank you, very much, for reading and considering my email.

Doug Olson

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SRC54

Good morning. I see that WSECU isn't available in Quicken Classic either.

Getting new banks is hard to do if the bank itself isn't real interested. But it won't do any harm to ask Quicken to add it.

Here's where you can ask for a missing bank or biller:

https://community.simplifimoney.com/categories/report-missing-financial-institutions

The more votes you can get, the better!

I assume your WSECU is your main checking account, so that's a bummer. Good luck.

Flopbot

Persistence is really the key, I’ve had those same conversations with other banks and CU’s before and often, it takes bringing it up with 2, 3, 4 employees before you finally find the correct techy-enough person to even initiate the conversation. Of the ones I’ve talked with, they almost always claim the other party (Simplifi) is the problem. I suspect it’s more mixed than they let on; that it’s added complexity that they just don’t want to deal with on the banks end.

I have been able to get a primary savings CU added, which isn’t exactly apples-to-apples, but maybe it will give you hope. Having your primary account supported is a game changer!

I understand that your got reaction to this s suggestion will be not on your life, but give a little thought to whether switching banks to a supported one might be an option.

Best of luck!

SRC54

Years ago when Quicken and Microsoft Money had taken off, I asked our huge national bank, AmSouth to adopt the OFX. They refused. So I switched to small Compass Bank (BBVA). It wasn't that hard.

Two years later AmSouth no longer existed. Compass spent the next 30 years becoming huge. (But of course, it folded into PNC when BBVA decided to leave US market, but now I hear it's coming back.

I now use a local state bank but made sure in advanced that they supported Quicken. These state banks just subscribe their online web sites (mostly the same one, but I cannot remember the brand name) and they handle all this stuff.

Credit Unions are unique and don't offer the full range of services, but they have their benefits too.

RobWilk

Historically, Quicken’s connection providers, and they have more than one or two (and generally are not done directly by Quicken) charged the banks a kind of convenience fee, varying by size of the bank, for adding support for said bank. There is work involved in setting up a connection to each bank, and I imagine the bank needs to set up some kind of test account so the connection can be verified as functional. intuit and plaid and maybe fincity are among the connection providers I am familiar with here.