Add Live Oak Bank (edited)

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ksenter
ksenter Member
Please add live oak bank.  www.liveoakbank.com
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  • that_guy_jt
    that_guy_jt Member
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    Yes please. This connection has been broken for months and months now.
  • that_guy_jt
    that_guy_jt Member
    edited November 2022
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    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
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    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
  • FemmeNatal
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    Looks like this has been a problem for over a year. Will this be resolved any time soon? Is there a work around?

  • Jram2209
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    Any update on this issue? This is my primary savings bank, so not ideal for manual import.

  • jeffdav
    jeffdav Member
    edited March 29
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    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!

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