Add Live Oak Bank (edited)

ksenter
ksenter Member ✭
edited March 2022 in Report Missing Financial Institution
Please add live oak bank.  www.liveoakbank.com
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  • that_guy_jt
    that_guy_jt Member ✭✭
    Yes please. This connection has been broken for months and months now.
  • that_guy_jt
    that_guy_jt Member ✭✭
    edited November 2022
    Live Oak Bank just emailed customers that they recently added support for connections to QuickBooks. Hopefully this means they are now able to connect to Simplifi too. Please check if possible. Thank you.
  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Hello @that_guy_jt,

    Thanks for reaching out!

    Sadly, I'm still not seeing Live Oak Bank available in Simplifi. To clarify, Quickbooks is a completely separate company from Quicken/Simplifi. However, I believe that Quickbooks uses the same aggregator as us, so hopefully this is a step in the right direction for Simplifi. 🤞

    -Coach Natalie

    -Coach Natalie

  • FemmeNatal
    FemmeNatal Member

    Looks like this has been a problem for over a year. Will this be resolved any time soon? Is there a work around?

  • Jram2209
    Jram2209 Member

    Any update on this issue? This is my primary savings bank, so not ideal for manual import.

  • jeffdav
    jeffdav Member
    edited March 2024

    Has this issue been resolved? When I go into Quicken Simplifi and attempt to add my personal savings accounts at Live Oak Bank, I see "Live Oak Business Plus" as an option but not Live Oak Personal Banking. When I try selecting "Live Oak Business Plus:" using my (verified and up to date - I tested them) Live Oak personal banking access code and PIN, it errors out.

    Does Quicken Simplifi need to add Live Oak Personal Banking as an option? Is there another way for me to connect to my Live Oak Personal Banking accounts? I use Live Oak for my savings needs and definitely do not want to update these accounts manually. Thanks!

  • JoshCampbell
    JoshCampbell Member ✭

    Please!!!!

  • alecp
    alecp Member

    I would also like to request the addition of Live Oak Bank (Personal Savings).

  • FlotsAndJets
    FlotsAndJets Member ✭

    Has everyone on this queue asked to add Live Oak Bank Personal and Small Business login using https://secure.liveoak.bank/login? . If you have not made the request directly in the ‘Add Bank’ page, then Quicken does not have a good sense of the queue that is waiting for this login add. I want to confirm with everyone that Live Oak’s Commercial banking is the Login that is listed currently, not the Personal/Small Business login. Be sure to specify that Quicken needs to add the Personal with the URL for personal. Thank you. All of us submitting this will elevate the item in the queue. Thanks!

  • BustaSnick
    BustaSnick Member

    + 1 to add Live Oak Bank Personal and Small Business login using  https://secure.liveoak.bank/login?

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