Optum FSA Account Transaction Activity does not align with Simplifi/FDP-102/FDP-2001 (edited)
Here are my transactions from my Optum FSA account:
On Simplify, it's only accurate up to 5/2/2025. After that, it's all messed up:
Please help
Comments
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Hello @jhst,
Thanks for reaching out! From your screenshots, I can definitely see the discrepancies you noticed. It appears that there are missing transactions that never downloaded from your bank. I also noticed that this is from May of 2025. Is this an ongoing issue that is still currently occurring, or was it just during the timeframe shown in the screenshots? Let us know!
If the issue is still occurring, I would see if the following steps work to resolve the issue you are seeing with this account:
- Make all of the accounts with the bank manual by following the steps here.
- Once you see the account(s) listed in the Manual Accounts section under Settings > Accounts, go back through the Add Account flow to reconnect to the bank.
- If the connection is successful, carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.
If you still have missing transactions afterwards, please provide the following information:
- The name of the account the transactions are missing from, as it appears in Quicken Simplifi.
- The Date, Payee, and Amount of a few example transactions that are currently missing in Quicken Simplifi.
- A screenshot of the example transactions from the bank's website.
- A screenshot of the corresponding register in Quicken Simplifi showing that the transactions are missing.
- Confirm whether the missing transactions are impacting the balance in Quicken Simplifi or not.
-Coach Jon
-Coach Jon
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it happened after may of 2025. after that nothing is accurate.
I am not able to relink the account after I have marked them as manual:
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the first time i got Care Code: to.100. The 2nd time I got Care Code: FDP-2001
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Hello @jhst,
Thank you for the update! From our side, I can see that the most recent error you are experiencing with Optum Bank is an FDP-102 error. Are you still receiving an FDP-2001 from your side? Let us know!
Can you also please send logs?
- Log in to 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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I got 100 again
and i sent feedback:
report created - reference id 5222920818361392640 -
Hello @jhst,
Thank you for the requested information! I did get this reported to our service provider and will be sure to follow up with any updates as they work on a resolution to this issue.
In the meantime, 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
EWC - 12186067
-Coach Jon
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Hello @jhst,
I am back with an update. Are you able to provide a screenshot of the Accounts Summary page from the bank's website that has a wide enough scope to show the full page URL? This is the landing page after signing in, and typically lists all accounts and balances. You will want to take this from a web browser and not a mobile browser, as well as redact any private info such as account numbers.
You may feel free to DM me this information if you prefer!
-Coach Jon
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Hi Coach Jon, I sent you a message:
https://community.simplifimoney.com/messages/1661
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Hello @jhst,
Thank you for the DM! I did get this reported to our product team, and will be sure to follow up with further status updates here going forward.
In the meantime, 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
CTP-16204
-Coach Jon
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