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No transactions for Discover Benefits FSA

Cactacea

I was able to connect my Wex FSA card as Discovery Benefits. The connection seems stable and the total available to spend updates correctly. However, none of my transactions are synced, so I can't categorize them and include them in my spending.

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Comments

Coach Aldair

Hi @Cactacea,

Thanks for letting us know! I'm glad to hear that your Discovery Benefits account is connecting successfully and updating its balance, but I understand how important it is to have your transactions available for categorization and spending tracking.

As a first step, please try the following basic troubleshooting steps:

Make sure Quicken Simplifi is updated to the latest version.
Log out of Simplifi and log back in.
Manually refresh your accounts and check if the transactions appear.

After completing these steps, please let us know if the transactions are still missing. If the issue persists, we can take a closer look to determine whether it may be related to a connection issue.

Thanks!

Cactacea

Thank you for the suggestions. I followed them and the issue was not resolved.

Coach Aldair

Hi @Cactacea,

Thanks for trying those steps and letting us know! Since your account balance is updating but the transactions are still missing, let's try making the account manual and then reconnecting it to see if that resolves the issue.

Make the account manual.
Once the account is manual, select + Add Account and search for Discover Benefits to reconnect it.
If prompted, link the newly found account to your existing account in Simplifi by following these steps.

If the issue persists, could you please provide any relevant screenshots that may help us investigate further? Please make sure to cover or redact any sensitive personal or financial information before sharing them.

Please also submit your logs via the 'Send Feedback' option:

Log in to the Quicken Simplifi Web App.
Select the Profile icon in the upper-right corner of the screen.
With the Profile menu open, hold down the Option key (Mac) or the Alt key (Windows), and then click Send Feedback.
Leave all boxes checked, add a brief description of the issue, and then click Send Feedback.

Once you've completed these steps, please let us know how it goes!

Thanks!

Cactacea

I tried these steps with no luck. I will submit feedback on the web app, including screenshots. There really isn't anything to show in the screenshot, though - it's just a message that says "No transactions found.

Coach Aldair

Hi @Cactacea,

Thanks for trying those steps and for your willingness to provide screenshots and logs! Since the transactions are still missing after troubleshooting, I recommend reaching out to our Support team directly for more advanced assistance. They have additional tools to investigate the connection and determine the next steps.

You can contact our Support team here: https://support.simplifi.quicken.com/en/articles/5077917-how-to-contact-support

Thanks!