Overview
Adding your accounts is an important first step to getting the most out of Quicken Simplifi. By connecting your bank, credit card, loan, and other accounts, Simplifi can automatically track your spending, monitor upcoming bills, calculate your net worth, and give you a clearer view of your finances.
Quicken Simplifi connects to more than 14,000 financial institutions. If your account can't be connected, you can add it manually and still track the value of assets such as property or investments.
Whether you’re adding a connected or manual account, follow the steps below to get started.
Note: To view all supported account types, see What Account Types Are Supported in Quicken Simplifi?
Add a Connected Account
Connect your account to automatically download transactions and update balances.
Tap the Menu (three-line icon), then select Accounts.
Tap the +New button in the upper-right corner.
Select your financial institution or search for it by name.
Review the consent message and tap Continue.
Enter the user ID and password you use to sign in to your financial institution, then tap Link Account.
Review the accounts found and select the ones you want to add. You can also edit the account name or type if needed.
Tap Confirm.
Once connected, Quicken Simplifi will typically download the last 90 days of transactions, and the account will appear in your Accounts List.
Add a Manual Account
If your financial institution isn't available to connect, you can add the account manually to track it in Quicken Simplifi.
Tap the Menu (three-line icon), then select Accounts.
Tap the +New button in the upper-right corner.
Select Add account at the bottom of the screen.
Enter the account name and select the account type. Depending on the account type, you may also be asked to enter details such as the current balance, value, or as-of date.
Tap Confirm.
The manual account will appear in your Accounts List. Since it isn't connected to a financial institution, no transactions will be downloaded automatically. You can add transactions manually as needed.
For more information on adding transactions in Quicken Simplifi, see Managing Transactions on the Mobile App.
Note: Manual investment accounts do not have an opening balance. To learn how to add holdings or cash to a manual investment account, see the article Tracking Investments on the Mobile App.
Link a New Account to an Existing Connected Account
You may need to relink an existing account in Quicken Simplifi if the connection to your financial institution needs to be re-established or if you need to connect a new card number to an existing credit card account.
Note: To learn how to update your bank login information, see the Updating Your Bank Login Information support article.
If you aren't prompted to reconnect the new account, reset the financial institution's connection by following the steps in the When and How to Reset Your Account Connections on the Mobile App article.
Frequently Asked Questions
Find answers to the most common questions about this topic!
How often does Quicken Simplifi update my accounts?
How often does Quicken Simplifi update my accounts?
Your accounts refresh automatically when you sign in to Quicken Simplifi, and you can also refresh them manually at any time. However, Quicken Simplifi only checks with your financial institution for updated transactions and balances every 4–6 hours.
Why do I need to re-authenticate my bank with every refresh?
Why do I need to re-authenticate my bank with every refresh?
Some financial institutions require multi-factor authentication (MFA) each time Quicken Simplifi refreshes your accounts. While this may be inconvenient, these security measures are implemented by your financial institution to help protect your account and financial information.
How do I manually refresh my accounts in Quicken Simplifi?
How do I manually refresh my accounts in Quicken Simplifi?
You can manually refresh your accounts at any time. On the Quicken Simplifi Web App, click the Refresh icon in the left sidebar. On the Mobile App, pull down on the screen to refresh your accounts and sync data between the web and mobile apps.
How does Quicken Simplifi calculate my balance?
How does Quicken Simplifi calculate my balance?
By default, Quicken Simplifi adjusts your account balance to account for pending transactions. If you'd prefer not to use this behavior, you can disable it in your account settings. Learn more here.
Does Quicken Simplifi have a running balance column?
Does Quicken Simplifi have a running balance column?
Quicken Simplifi does not currently display a running balance column. For more information, see this Support Article.
Can I reconcile my accounts in Quicken Simplifi?
Can I reconcile my accounts in Quicken Simplifi?
While Quicken Simplifi doesn't currently offer a built-in reconciliation feature, you can use the Reviewed column to keep track of reviewed transactions. For more information, see this Support Article.
Can I track my assets in Quicken Simplifi?
Can I track my assets in Quicken Simplifi?
Quicken Simplifi makes it easy to track your assets. Adding assets—such as your home or vehicle—helps provide a more accurate Net Worth by offsetting related liabilities, like a mortgage or auto loan.
If you're looking for the steps specific to the web app, please see our article Adding Accounts in Quicken Simplifi.
If you have any questions or need help adding your accounts in Quicken Simplifi, please don't hesitate to reach out to our support team!