Note: Before you begin, keep in mind that deleting an account is permanent and cannot be undone.
Overview
If you're deleting an account because of a connection issue, try the troubleshooting steps in our Top Bank Download Solutions article or contact our support team for assistance instead.
Keeping your Quicken Simplifi account list up to date helps ensure your finances stay organized. Keep in mind that deleting an account will permanently remove its transaction history and any associated Recurring Transactions.
Before deleting an account, we recommend exporting your Transaction Activity so you have a copy for future reference. For instructions, see How to Export Transactions from Quicken Simplifi.
Note: This article explains how to delete a connected account in Quicken Simplifi. If you're looking for information about canceling your Quicken Simplifi subscription, see the separate article here.
Delete a Single Account
Click the Settings (gear) icon in the upper-right corner.
Select Accounts.
Find the account you want to delete and click the three-dot menu next to it.
Select Delete Account, then click Delete again to confirm.
Note: Manual accounts must be deleted one at a time. To remove multiple manual accounts, repeat these steps for each account.
Delete All Accounts at One Financial Institution
Click the Settings (gear) icon in the upper-right corner.
Select Accounts.
Find the financial institution you want to remove and click the three-dot menu next to it.
Select Delete institution, then click Delete again to confirm.
Note: Accounts Payable and Accounts Receivable cannot be deleted in Quicken Business & Personal, even if you later downgrade to Quicken Simplifi. This is expected behavior.
If you're using the mobile app, see How to Delete Accounts on the Mobile App for step-by-step instructions.
If you need help deleting an account in Quicken Simplifi, please contact our support team.