Add Health Equity Account — Quicken Attempting to add a Health Equity HSA account, www healthequity com , to Quicken for Mac Health Equity 'Help' indicates it will integrate with Quicken and Quicken will send a two factor authentication code
Health Equity transactions are unable to match and duplicate . . . When downloading from HealthEquity, Quicken is unable to match transactions (It is downloading the whole year when I use diff computers - this is a separate issue, have another post about it, so let's skip this issue)
Health Equity no longer supports transaction downloads Cathy HealthEquity Member Services Customer (xxxx) Help Center' 02 16 2021 10:06 AM Hi My Quicken program stopped downloading HE transactions around the first of February I have been through troubleshooting with Quicken support and determined it is not an application issue Has something changed on the HE end to prevent transactions from
HealthEquity Investment Acct — Quicken My HealthEquity Investment Acct does not sync so I added it manually Transactions from my payroll check do however download automatically into Quicken as my HSA auto invests each payroll period These transactions are always uncategorized on my banking summary report My HSA Invesment account balance is 100% correct when I add the ticker symbol and number of shares however if I tag the