Gemini account not linking credit card
Hi Quicken Team - I was anxiously awaiting the functionality to link my Gemini credit card account to Simplifi so I could start tracking the balance. (This is my main credit card) - I saw that the Gemini connection is now available (June/July 2025) and just attempted to link my account.
I was able connect but Simplifi is only picking up my crypto investment account balance, I am unable to see anything related to my Gemini credit card or its balance. I was hoping someone from the Simplifi team would be able to look into this and troubleshoot.
Many thanks!
Comments
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Hello @GF-2025,
Thanks for reaching out! To clarify your situation, you were able to get connected with Gemini in Quicken Simplifi, but your credit card accounts are not coming over into the application, correct? When connecting to Gemini, does the account show up in the list of accounts within the Account Discovery window?
Can you also let us know if there has been any activity in the account within the last 90 days? We may not find the account if there has not been any recent activity. Additionally, are you routed to a different URL or website when you try to open the missing account on the bank's website?
-Coach Jon
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I'm not OP, but this is also happening for me too. I am able to connect my gemini account, but the credit card account doesn't show as an option to link once i connect through quicken simplifi, only the exchange account. I have used this credit card within the last 90 days and even within the last couple of days. The URL for the credit card account is https://creditcard.exchange.gemini.com/ vs https://exchange.gemini.com/ .
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Hello @Kegeraider,
Thanks for reaching out and supplying that information! If the account is not showing up in the Account Discovery window within Quicken Simplifi, it may not be enabled for third-party sharing by the financial institution. Can you please provide the following information to better assist us:
- Is the account considered an external account (i.e. are you redirected to a different website when selecting the account on the bank's website)? If so, what URL are you redirected to?
- Is the account a subtype of a different account?
- Has the bank made any recent changes to its website or sign-in process?
- Are you the owner of the account?
- The name of the account, as it appears on the bank's website.
- A screenshot of the Accounts Summary page from the bank's website (the page that lists all accounts and balances - feel free to redact any private info) that has a wide enough scope to show the page URL (this must be taken from a web browser and not a mobile browser).
- A screenshot of the Add Account screen in Quicken Simplifi showing that the account in question is missing at account discovery.
-Coach Jon
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Hi there @Coach Jon - Thanks for following up on my post!
To answer your questions - Yes, I was able to successfully connect Gemini to my Quicken Simplifi account but the credit card account data is not getting pulled over. When linking this account as @Kegeraider noted above the URL I'm directed to is "exchange" specific but Gemini uses this same account info/login info for the crypto exchange and the credit card interchangeably (And the same URL / iOS app).
I'm also posting screenshots below, when linking this account (Second screenshot) there isn't an option provided to select different sub accounts within Gemini's product suite, this is just primary account access but the prompt directly mentions access to both exchange account and credit card accounts depending on each users product enrollment.
When connected the only account that shows up in my accounts screen for Simplifi is the exchange, however I can confirm that there is weekly/daily activity on my credit card portion of the account as well. Seems like there could be some additional back-end / integration that needs to get worked out to have this fixed possibly!
Thanks much!
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Hello @GF-2025,
Thanks for following up. If you can also provide all of the information I previously posted, this would help us with further troubleshooting. Feel free to DM the information to me personally for privacy reasons if you prefer.
- Is the account considered an external account (i.e. are you redirected to a different website when selecting the account on the bank's website)? If so, what URL are you redirected to?
- Is the account a subtype of a different account?
- Has the bank made any recent changes to its website or sign-in process?
- Are you the owner of the account?
- The name of the account, as it appears on the bank's website.
- A screenshot of the Accounts Summary page from the bank's website (the page that lists all accounts and balances - feel free to redact any private info) that has a wide enough scope to show the page URL (this must be taken from a web browser and not a mobile browser).
- A screenshot of the Add Account screen in Quicken Simplifi showing that the account in question is missing at account discovery.
I would also verify on the bank's website if there is a specific setting to enable third-party sharing for the credit card account in question. Let us know!
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Hello @GF-2025,
Thank you for the information! I did receive it via DM. While reviewing the information, it looks like we are still missing a screenshot of the Add Account screen in Quicken Simplifi showing that the account in question is missing at account discovery.
If you can please provide that last bit of information, we can go ahead and get this reported.
-Coach Jon
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I have the Gemini credit card but when I link my Gemini account it only links the crypto exchange.
Curious if the credit card can also be linked.
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Hello @AdaminPhilly,
Thank you for letting us know you're seeing this issue. To help troubleshoot, please provide more information. What is the exact URL (web address) that you use when logging into your Gemini credit card account directly through the financial institution website? Do you see any error messages/codes, or does it act like it's working, but sees only the crypto exchange? If possible, please also include a screenshot of what you are seeing in Quicken Simplifi when you try to add/link your Gemini accounts.
I look forward to your response!
-Coach Kristina
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@Coach Jon - Thanks for the follow up Jon, I just saw this message now. I'll DM you with the additional screenshot requested but wanted to post another reply here as it seems a few other users are having this issue.
@Coach Kristina & @AdaminPhilly - This sounds exactly like the problem I have been having with my account linking process. I provided the necessary info to move this along with Coach Jon. It does seem like it might not be as helpful, however, to get the same information from another user and I might suggest that the Quicken team tries to troubleshoot this internally / attempt to link a test account from their side so they can see what users are experiencing and from which side, whether Quicken or Gemini, the issue is stemming from. Thanks!
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Above is the link. All it provides when I link to Simplifi is the crypto transactions. Nothing from the credit card.
No error messages. Sorry for my late reply, I was not notified my topic was moved here or that I was tagged.0 -
Hello @AdaminPhilly,
Thanks for the reply! As @Coach Kristina mentioned, can you also please supply a screenshot of what you are seeing in Quicken Simplifi when you try to add/link your Gemini accounts?
-Coach Jon
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@Coach Jon Not sure what screenshot you are looking for. It connects to the brokerage fine, just doesnt connect to the credit card portion. If these screenshots arent what you need, please let me know what specifically you are looking for.
Thank you for your assistance.
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Thank you @AdaminPhilly,
That is precisely what we were looking for! If you can please provide the rest of the following information, we can work on getting this issue reported:
-Coach Jon
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- Is the account considered an external account (i.e. are you redirected to a different website when selecting the account on the bank's website)? If so, what URL are you redirected to?
The website is always ………..gemini.com Not sure if the text before that matters
- Is the account a subtype of a different account?
I dont think so
- Has the bank made any recent changes to its website or sign-in process?
This is a new card
- Are you the owner of the account?
Yes
- The name of the account, as it appears on the bank's website.
I am not sure, maybe Credit Card.
- A screenshot of the Accounts Summary page from the bank's website (the page that lists all accounts and balances - feel free to redact any private info) that has a wide enough scope to show the page URL (this must be taken from a web browser and not a mobile browser).
Attached
- A screenshot of the Add Account screen in Quicken Simplifi showing that the account in question is missing at account discovery.
Already provided
0 - Is the account considered an external account (i.e. are you redirected to a different website when selecting the account on the bank's website)? If so, what URL are you redirected to?
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@Coach Jon Didnt tag you in the above.
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Hello @AdaminPhilly,
Thanks for the reply and the requested information. Are you able to see if there is a specific setting to enable third-party sharing for the credit card account in question on the bank's website anywhere? I have seen this in the past with other types of accounts that have run into this issue.
-Coach Jon
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@Coach Jon No. They have API keys, thats the only thing Ive seen
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Hello @AdaminPhilly,
Thank you for confirming! We will need logs in order to get this issue reported. Please supply those and let us know when you have sent them:
- Log into the Quicken Simplifi Web App.
- Select Profile from the left-hand navigation bar.
- With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
- Leave all boxes checked, add a brief description of the issue, and then click Send.
-Coach Jon
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Report sent.
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Hello @AdaminPhilly,
Thanks for the reply! We have reported this issue to our product team, and we will follow up with any status updates as we receive them!
In the meantime, you can add and track the account manually by adding manual transactions, which will keep your records up-to-date. Here are the steps to do so: Managing Transactions in Quicken Simplifi | Quicken Simplifi Help Center
-Coach Jon
CTP-14406
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Anything new on this?
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Hello @nixiecon,
Thanks for reaching out! I can confirm that our product team is working on the reported issue. We will be sure to provide updates here as we receive them going forward. If you are also experiencing this issue, I would suggest tracking the account manually in the meantime:
-Coach Jon
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@Coach Jon I would also like to report that I am having the exact same issue as of 10/3. I just tried linking it today and my experience is exactly the same as the other people that have already posted. The "bank" is all through Gemini's website under this URL, if it helps.
creditcard.exchange.gemini.com
With the increased demand for crypto reward credit cards, you will see more institutions that might have this issue. It is important that this is figured out. Manual transactions, is only a workaround and is too tedious to do long term.
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Hello @nateks0492,
Thanks for letting us know! As noted previously, our product team is working on a resolution for this issue, and we will follow up with any status updates as we receive them. I agree that manual transactions can be tedious; however, it is a good way to keep things up to date in the meantime.
-Coach Jon
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Hi @Coach Jon - Hope you are having a good week! OP here, I agree with @nateks0492, these cards have been in the market for quite some time and although manual transactions can patch over in the interim the whole reason I want to use Simplifi is to avoid that process. I'd love to continue to use the product so it would be helpful from my perspective if there were any additional updates that could be shared aside from it being with the product team as this post is now a few months old…anything would help like if the issue has been identified, a fix is in process, timeline, etc.? Thanks much!
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Hello @GF-2025,
Thanks for reaching out for an update. I can understand not wanting to be left in the dark regarding the status of an issue being worked on. I can assure you that our product team is still reviewing this issue and actively working on a resolution. I do not know everything that they do from their side to solve an issue, so I cannot provide an ETA or a more in-depth update, but we will provide status updates and additional steps here whenever they are shared with us by our product team.
Thank you for your continued patience!
-Coach Jon
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Hello @AdaminPhilly,
I am back with an update from our product team on this issue. They would like you to please try connecting again in Quicken Simplifi. If the issue persists, please provide new logs and a new screenshot showing the add account window. Thank you!
-Coach Jon
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I reset the connection on my Gemini account, but it only pulled up my brokerage account again. I was able to re-link that to my Gemini brokerage account but it still didn't find my credit card account.
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Is the account considered an external account (i.e. are you redirected to a different website when selecting the account on the bank's website)? If so, what URL are you redirected to?
I'm not sure, but when I sign into the account, the "Home" page has a summary of the brokerage account as well as the credit card account. When I click "View Card" or I click on the "Card" page, I go to this URL: https://creditcard.exchange.gemini.com/credit-card/dashboard. This has the credit card transactions, account number, balance, billing info, etc.
Is the account a subtype of a different account?
I don't know what that means. Maybe?
Has the bank made any recent changes to its website or sign-in process?
Not that I know of.
Are you the owner of the account?
Yes
The name of the account, as it appears on the bank's website.
I guess "Gemini Card"?
A screenshot of the Accounts Summary page from the bank's website (the page that lists all accounts and balances - feel free to redact any private info) that has a wide enough scope to show the page URL (this must be taken from a web browser and not a mobile browser).
A screenshot of the Add Account screen in Quicken Simplifi showing that the account in question is missing at account discovery.
The amount on here matches the amount under "Portfolio" in the above photo.
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