Adding Accounts in Quicken Simplifi | Quicken Simplifi Help Center

Overview

Quicken Simplifi can connect to a wide range of financial institutions, making it easy to import and manage your accounts. If your financial institution isn't supported, you can still track your finances by creating a manual account using the steps below.

Learn about the account types supported in Quicken Simplifi.

Adding a Connected Account

From the Dashboard, click + New next to the Account List.
Search for your financial institution and select it.
Review the consent message and click Continue.
Enter your financial institution credentials and click Connect.
Review the accounts found. Uncheck any accounts you don't want to add, and make any desired name or account type changes.
Click Add.
Quicken Simplifi will scan the accounts for Recurring Transactions.
Once the process is complete, your accounts will appear in the Account List.

Add a Manual Account

From the Dashboard, click + New in the Account List.
Select Add Manual Account.
Choose the account type.
Enter the account details such as:
1. Usage Type (Business or Personal, if applicable)
2. Account Name
3. Opening Balance and Date (if applicable)
Click Continue.

The manual account is displayed in your Accounts List. You won't see any transactions (aside from an opening balance, if used) until they are manually added.

Note: Manual investment accounts do not have an opening balance. To add assets, see How to Add Holdings or Cash to a Manual Investment Account.

Add an Account with an Existing Bank

If you've already connected a financial institution, you can add any new or additional accounts from that institution to Quicken Simplifi at any time.

Click the Settings (gear) icon in the upper-right corner.
Select Accounts.
Find your financial institution, then click the three-dot menu next to it.
Select Add a new account.
Enter the username and password you use for your financial institution, then click Connect.
Review the accounts Quicken Simplifi finds and select the ones you want to add. Uncheck any accounts you don't want to include. You can also rename the accounts or change their account type, if needed.
Click Add.

Note: If you need to update the sign-in credentials for an existing connected account, click here.

Link to an Existing Connected Account

In some cases, you may need to re-link an account in Quicken Simplifi. This can happen if the connection to your financial institution needs to be re-established or if a new account or card number needs to be linked to an existing account.

Reset the connection to your financial institution by following the steps here. Once the account is available to add again, be sure to link it to your existing account to avoid creating a duplicate.

Frequently Asked Questions

Find answers to frequently asked questions about this topic.

What account types are supported in Quicken Simplifi?

To view a complete list of the account types available in Quicken Simplifi, click here.

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?

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?

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?

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?

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?

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.

How do I track cash in Quicken Simplifi?

The best way to track cash in Quicken Simplifi is to create a manual cash account and record your cash transactions manually as they occur.

Can I track my loans in Quicken Simplifi?

Yes! You can connect your loan accounts in Quicken Simplifi to receive updated balances from your financial institution. However, connected loan accounts do not download transactions. If you want to track payments and other loan activity, you can create a manual loan account and enter the transactions yourself.

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.

What if my bank is not listed?

If your financial institution isn't listed, you can request that it be added by following the instructions here.

Learn more about Adding Accounts on the Quicken Simplifi Mobile App.

If you experience connectivity issues, refer to this Support Article or contact our support team for assistance.

Adding Accounts on the Mobile App