Bank of America not updating

ctanenbaum
ctanenbaum Member ✭
edited May 8 in Adding and Updating Accounts

For the past 3 days, my BOA accounts have not updated. I followed the instructions multiple times to reconnect my account. I have received emails from BOA that they received my consent to share. What is the issue here? It is frustrating that besides these accounts not updating, I still do not have connection to Prudential and Raymond James Financial. My data and reports are not accurate. I need assistance. At this point, I am considering cancelling my account and going back to manual tracking.

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  • Coach Jon
    Coach Jon Moderator admin

    Hello @ctanenbaum,

    Thanks for reaching out! I am sorry that your experience recently has not met your expectations. Regarding the Bank of America issue you mentioned, are you encountering an error when connecting, or what exactly is happening? Are the accounts just not updating the balance/transactions when you connect?

    You can try the following steps to see if they work in resolving the issue:

    1. Navigate to the bank's website, sign in, and then remove Quicken's access from the bank's third-party linked apps.
    2. Navigate back to Quicken Simplifi, and make all of the accounts with the bank manual by following the steps here.
    3. 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.
    4. If the connection is successful, carefully link the account(s) found to your existing Quicken Simplifi account(s) by following the steps here.

    Let us know!

    -Coach Jon

  • aqs42112123114user
    aqs42112123114user Member ✭

    I am having a similar issue although my account did update yesterday.

  • Coach Jon
    Coach Jon Moderator admin

    Hello @aqs42112123114user,

    Thanks for chiming in! To clarify, is your account now updating as expected? If not you can also try the steps I listed previously.

    https://community.simplifimoney.com/discussion/comment/69626#Comment_69626

    -Coach Jon

  • Smile and Dance
    Smile and Dance Member ✭✭

    I’m having the same problem since last week

  • Smile and Dance
    Smile and Dance Member ✭✭

    I followed this advice and now I have duplicate accounts showing in the dashboard (no...I did not add them as new). In the settings/accounts section, I only see one set of accounts (the reset ones...I know because the names are those from BoA, not my edited names). None of them are updating, so the problem was not fixed, but made worse because now I have duplicate accounts in the dashboard. I submitted logs. Frustrating.

  • ctanenbaum
    ctanenbaum Member ✭

    I had duplicate accounts in my dashboard as well. I closed out the accounts that stopped updating from BOA and kept the new ones open. It seems to have been fixed now for me.

  • Coach Kristina
    Coach Kristina Moderator admin
    edited May 10

    Hello @Smile and Dance,

    Thank you for letting us know you ended up with duplicate accounts, even though you did not add them as new. You mentioned that you see duplicates on the dashboard, but only one set of accounts in the settings/accounts section. To confirm, did you look in the manual section? It's possible the other set of accounts is still listed, but isn't showing as connected to a financial institution.

    Thank you for your reply @ctanenbaum,

    I'm glad to hear the issue seems to be fixed. Thank you for sharing how you resolved the duplicate issue!

    I look forward to your response!

    -Coach Kristina

  • Smile and Dance
    Smile and Dance Member ✭✭

    User error. I read the text wrong and thought I was not adding as new, but I was. Deleted the new accounts and went back and reconnected attaching to manual accounts. Seems to be working now. Sorry for the confusion.

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