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 having connectivity issues, we have alternative solutions. Please check out our support article on Top Bank Download Solutions, or contact our support team!
Keeping your Quicken Simplifi accounts list accurate and up-to-date is important. However, please note that deleting bank accounts will also permanently remove their transaction history and any associated Recurring Transactions from Quicken Simplifi.
We encourage you to export and save your Transaction Activity before following the steps below, just in case you need to reference it down the line. To learn more about exporting transactions, please refer to our article on How to Export Transactions from Quicken Simplifi.
Note: This article explains how to delete a connected bank account within your Quicken Simplifi. If you were instead looking for information on how to cancel your Simplifi subscription, that topic is covered in a separate article here.
Delete a Single Account
Tap the Menu (three-line icon).
Select Settings and then tap Accounts.
Locate the account you'd like to delete and tap the three-dot icon at the end of it.
Tap Delete account.
Then tap Delete again to confirm.
Note: Manual accounts can only be deleted one at a time. If you're trying to remove multiple manual accounts, you'll need to repeat these steps for each one.
Delete All Accounts at One Financial Institution
Tap the Menu (three-line icon).
Select Settings and then tap Accounts.
Locate the Financial Institution that you'd like to delete and tap the three-dot icon at the end of it.
Tap Delete institution.
Then 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 or need help editing your account details in Quicken Simplifi, please don't hesitate to reach out to our support team!