How Do I Know Which Accounts Are Using 0Auth?

sjc314
sjc314 Member

I am looking at the Settings → Accounts screen and I don't see any "lightening bolt" icons. Does that mean none of my accounts are using 0Auth?

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  • Coach Jon
    Coach Jon Moderator admin
    edited June 12 Answer ✓

    Hello @sjc314,

    Thanks for the reply. For the financial institutions that use OAuth to connect in Quicken Simplifi, you'll use a bank-hosted sign-in form to authorize downloads.

    image.png

    You may also see a symbol next to your API connected accounts that are ready for migration:

    image.png

    As for determining what your current accounts are that are on OAuth in Quicken Simplifi, the only real way to tell is when going through the OAuth flow when adding or updating your accounts. If you would like the addition of an indicator that shows which connected banks use an OAuth API, I would suggest making an idea post that other users can vote for as well!

    I hope this helps!

    -Coach Jon

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