Gemini account not linking credit card

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Comments

  • Coach Jon
    Coach Jon Moderator admin

    Hello @nixiecon,

    Thanks for the requested information! For the subtype question, we would basically just want to know whether the account falls under a more specific account type. In this case, would the account you are tying to add be just a credit card account, or something more specific that falls under that umbrella?

    If you can also provide logs for us, that would be great!

    1. Log into the Quicken Simplifi Web App.
    2. Select Profile from the left-hand navigation bar.
    3. With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
    4. Leave all boxes checked, add a brief description of the issue, and then click Send.

    -Coach Jon

  • I have the same issue. Just showing the reward amount but not my spending. Please add the credit card to Quicken. Thank you.

  • Coach Jon
    Coach Jon Moderator admin

    Hello @much96,

    Thanks for reaching out as well. 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? Let us know!

    -Coach Jon

  • nixiecon
    nixiecon Member

    Okay sent the logs.

    I don't think it's another subtype, it's just a credit card account. It earns rewards in crypto but I don't think that matters?

  • Coach Jon
    Coach Jon Moderator admin

    Hello @AdaminPhilly,

    I am following up once more 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, and please let us know as soon as you can!

    -Coach Jon

  • Coach Jon
    Coach Jon Moderator admin

    Hello @nixiecon,

    I did report this information to the product team and got you added to the ticket for this issue. I will be sure to follow up here with any updates as we receive them!

    -Coach Jon

  • Coach Jon
    Coach Jon Moderator admin

    Hello @nixiecon,

    Can you please try connecting to the WebBank instance available within Quicken Simplifi, using your Gemini credentials? Let us know if this instance works for bringing over your Gemini credit card account.

    image.png

    -Coach Jon

  • dolan0913
    dolan0913 Member

    @Coach Jon I am unable to log into webbank with my Gemini information since it asks for an Account Number which I tried using my credit card number for but it didn’t work. So webbank doesn’t seem to be an option. I’m having the same issue with my new Gemini card—I can’t see the transactions even though my account is ‘linked’ and I can see my reward balance.

  • Coach Jon
    Coach Jon Moderator admin

    Hello @dolan0913,

    Thank you for the information. I have let our product team know and will be sure to provide further updates as this issue is worked on.

    -Coach Jon

  • Coach Jon
    Coach Jon Moderator admin

    Hello everyone,

    We now have what we need to file a ticket with our aggregation partner, so that has now been done for this issue with Gemini. We will keep everyone informed of updates going forward here.

    -Coach Jon

  • nateks0492
    nateks0492 Member

    Following. Same issue.

  • Infinity
    Infinity Member
    edited October 22

    hoping this gets resolved. Been waiting for this for a while now!


    im also trying to add a Gemini acc but i get stuck on this screen

    IMG_4586.png
  • nateks0492
    nateks0492 Member
    edited October 22

    @Coach Jon Has your product team tried contacting Gemini support regarding this issue? Since they instutute this card, they would know the exact information for redirects and how the transactions are being pulled. Collaboration is everyone's best friend.

    Also, I think the Gemini credit card partners with WebBank. They might also be helpful.

  • Adding my up-vote to fixing this issue. Please expedite the connection to the credit card account. Perhaps reach out to Gemini's team to figure it out?

  • Do you still want me to do this or have you confirmed this is a institution side issue?

  • Coach Jon
    Coach Jon Moderator admin

    Hello @AdaminPhilly,

    Thank you for the reply! We currently have everything we need at this point, so there is no need for updated logs. Be sure to follow along in the thread for updates as our product team continues to work on this issue.

    -Coach Jon

  • Coach Jon
    Coach Jon Moderator admin

    Hello everyone!

    I am back with an update from our product team on this reported issue. Gemini currently supports sharing only investments, not credit cards, at this time. They do plan to enable support, but we do not have an ETA yet at this time.

    We will be updating our support article to include this information, but in the meantime, you can track this 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

  • nateks0492
    nateks0492 Member

    Everyone here should be bombarding Gemini's support team to get them to support sharing transactions…

  • I've already emailed their support team. I appreciate your reply and the tech team's efforts here. Manual adding is easy at least!

  • quick-lotus
    quick-lotus Member

    Thank you, Simiplifi Team, for the progress on the Gemini account sync! At present, I can see my Gemini crypto balance within Simplifi, but not the credit card transactions.

    Gemini Cash & Crypto Account Balance - synced as of 7/22/25
    
    Gemini Master Card Account Balance - not synced as of 11/01/25
    

    Like the others, I would also like to sync my Gemini credit card with Simiplifi.

  • nateks0492
    nateks0492 Member
    edited November 3

    No, it's not easy to use manual transactions. Not when you literally have every thing you pay for go through this card…. If I wanted to do manual, I would have stayed using a checkbook.

  • DryHeat
    DryHeat Superuser ✭✭✭✭

    @nateks0492 — "No, it's not easy to use manual transactions."

    I couldn't agree more. Sure, you can do it on an account with just a few transactions a month. But I pay almost everything electronically now, usually though my main card. (Which, thankfully, downloads correctly.)

    There were 95 transactions on that card last month. That would be lots of work, and lots of chances for error.

    Not easy at all.

    DryHeat
    -Quicken Classic (1990-2020), CountAbout (2021-2024), Simplifi (2025-…)

  • dolan0913
    dolan0913 Member

    I’ll cancel if I need to do manual transactions.

  • nateks0492
    nateks0492 Member

    We all should be contacting Gemini's support. It sounds like it's not Quicken's fault as to why the card doesn't share the transactions. Gemini has to allow transactions to be shared for Quicken to grab them.

  • GF-2025
    GF-2025 Member

    @nateks0492 OP here :) I'm glad to see this thread is getting significant attention!!

    I agree the best route is to submit a ticket to the Gemini support team…I've already sent mine in this am but let's make sure they know this is a notable issue for cardholders by having everyone here who is willing send in a support request! 👍️