Imprint - new credit card servicing Crate and Barrel (edited)

Hello @LW2000,

Thanks for reaching out! We converted your idea post into a discussion, as it looks like we already have a Crate and Barrel instance within Quicken Simplifi. When checking from our side, I do see that Crate and Barrel Credit Card is currently reporting connection issues at this time, however.

We are currently investigating the issue from our side, but in the meantime, I would keep trying to connect every once in a while and be on the lookout for when that banner disappears.

Additionally, you can 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

Hello @danielkeisling,

Thanks for the feedback. As mentioned previously, Crate and Barrel Credit Card is currently reporting connection issues at this time in Quicken Simplifi. I would suggest following the steps I gave above and being on the lookout for when that banner disappears.

-Coach Jon

Hello @danielkeisling,

Thanks for the reply. If you select the URL available in the Add Account window for the Crate and Barrel Credit Card instance, are you able to log in at the website that opens in a new tab? Additionally, what happens if you do try connecting using this instance in Quicken Simplifi? Do you receive an error?

-Coach Jon

Hello @danielkeisling,

I can understand your frustration; however, since the previous connection with Crate and Barrel Credit Card was supported within Quicken Simplifi, we need to verify that it no longer works to create a new request for this financial institution. To clarify further, oftentimes, when banks make changes such as merging with another bank or changing their website, our service provider will work with the bank to update the existing connection so it works with the changes.

The connection error banner displayed in Quicken Simplifi indicates that we are already aware of an issue with this bank, which could mean that they are already working on implementing the changes. Escalating a connection issue with an existing bank option in Quicken Simplifi will be much more productive than a Missing FI Request that may never get implemented, which is why we usually do it this way.

Once the connection error banner is gone, if you are still experiencing an issue, please let us know so that we can troubleshoot further. If we end up escalating the issue, we will share the changes that the bank has made with our service provider so they are aware and can research solutions; this will give us a definitive answer on whether Impact needs to be a Missing FI Request, or if this is something that can be fixed with the existing Crate & Barrel bank option.

I hope this makes sense and clears up any confusion.

-Coach Jon

Hello @bcsams424,

Thanks for reaching out. Crate and Barrell Credit Card is indeed still reporting connection issues at this time in Quicken Simplifi. We are currently investigating the issue from our side, but in the meantime, I would keep trying to connect every once in a while and be on the lookout for when that banner disappears.

Additionally, you can 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

Hello @Adeem Fenster,

Thanks for reaching out! It looks like Crate and Barrel Credit Card is still reporting connection issues within Quicken Simplifi.

We are currently investigating the issue. In the meantime, you can continue to try connecting periodically while the banner remains visible. As mentioned in my previous comment in this thread, you also have the option to manually track the account by adding manual transactions, which will help keep your records up to date in the meantime. Here are the steps to do so: Managing Transactions in Quicken Simplifi | Quicken Simplifi Help Center

-Coach Jon

Hello @turtle,

Thanks for the detailed response. I do understand where you are coming from when it comes to wanting a solution as fast as possible for this issue. Per my previous response in this thread, the connection error banner displayed in Quicken Simplifi indicates that we are already aware of an issue with this bank, which could mean that they are already working on implementing the changes you are requesting. If we were to escalate a connection issue with this existing Crate and Barrell bank option in Quicken Simplifi, it would be much more productive than a Missing FI Request that may never get implemented or take quite a while to implement.

After verifying on my side again today, I can see that the banner is still showing for this instance. Which means that we are still investigating the connection issues being reported. I would suggest waiting a bit longer to see if this banner clears and if you can connect via this instance afterward.

If you are still adamant afterward that you all would like to still submit a Missing FI Request, we can take that route as well. Be sure to let us know.

I hope this clears up any confusion!

-Coach Jon