Note: Before you begin, deleting an account cannot be undone.
Overview
Need to clean up your account list? Here’s how to delete accounts safely and easily.
If you're deleting an account because of connection issues, try the troubleshooting steps in When and How to Reset Your Account Connections on the Mobile App or contact our support team for assistance.
Important: Deleting an account is permanent. It also removes the account's transaction history and associated recurring transactions from Quicken Simplifi.
We also recommend exporting and saving your transaction history before deleting an account. For instructions, see How to Export Transactions from Quicken Simplifi.
Note: This article explains how to delete accounts from Quicken Simplifi. To cancel your subscription, see How to Cancel and get a Refund for Quicken Simplifi?
Delete a Single Account
Tap the Menu icon (three lines).
Select Settings, then Accounts.
Locate the account you want to delete and tap the three-dot icon next to it.
Tap Delete account.
Tap Delete again to confirm.
Note: Manual accounts can only be deleted one at a time. Repeat these steps for each manual account you want to delete.
Delete All Accounts at One Financial Institution
Tap the Menu icon (three lines).
Select Settings, then Accounts.
Locate the financial institution you want to remove and tap the three-dot icon next to it.
Tap Delete institution.
Tap Delete again to confirm.
If you're looking for steps specific to the web app, please see our article on How to Delete Accounts in Quicken Simplifi.
If you have any questions about Quicken Simplifi, our support team is here to help.