Overview
Consolidating all your finances in one place is a breeze with Quicken Simplifi! Connecting your bank accounts, for automatic transaction download and updated balances, or tracking them manually, is one of the first steps you will need to take to manage your finances in Simplifi.
If you are interested in seeing what account types are supported, click here!
Adding a connected account
On your Dashboard, click on the + Add button in the upper right of the Accounts List.
Search for your bank’s name in Search bar.
If your bank is shown as one of our popular banks listed underneath the search bar, click on the image.
Once you've selected your bank, you'll see a message regarding consent. Click Continue.
Enter the User ID and Password you use to sign in to your bank's website, then click Connect.
Quicken Simplifi locates the account(s) associated to your bank’s login and will show the name of the account and the account type.
If you do not want to add a specific account from that bank, you can uncheck the box next to the name of the account.
You can also rename and change the type of account from this screen or you can change it later on the Settings screen.
Click Add when done.
Once your accounts are connected, Quicken Simplifi will review your transactions for any recurring transactions.
Once done, the account(s) will show in your Accounts List.
Add a Manual Account
On your Dashboard, click on the + Add button in the upper right of the Accounts List.
Select Add Manual Account.
Enter an Account Name, and select an Account Type.
You can also enter a Balance with an "as-of" Date, a Value, etc., depending on the Account Type.
Click Continue when finished.
Your manual account will be shown in your Account List and since the account is manual, your transaction activity will be empty, and you will need to enter in your transactions. If you some help creating a manual transaction, click here!
Note: Manual investment accounts will not start with an opening balance. To learn how to add holdings or cash to a manual investment account, please click here.
Add an Additional Account with an Existing Bank
You can also easily add new or additional accounts with a bank you've already connected to in Quicken Simplifi!
Hover over the panel on the left-hand side and select Settings.
Select Accounts.
Locate the Financial Institution you'd like to add an existing account with and click the three dots at the end of it.
Select Add a new account.
Enter the User ID and Password you use to sign in to your bank's website, then click Connect.
Quicken Simplifi will locate the account(s) associated with your User ID and Password and will display the Account Name and Type, as well as a checkbox to add or ignore each new account.
To disregard any of the accounts, uncheck the box to the left of the account. You can also rename your accounts, as well as change the Account Type, from this screen.
Click Add.
Note: If you would like to update your login information for an existing account or bank instead, click here!
Link a New Account to an Existing Connected Account
There may be instances when you will need to re-link your accounts in Quicken Simplifi. The cause could be that we need to re-establish a connection with your bank or needing to link a new credit card number to an existing connected credit card account.
Frequently Asked Questions
Learn the answers to frequently asked questions for this topic!
What account types are supported in Quicken Simplifi?
What account types are supported in Quicken Simplifi?
To see a full list of all of the account types Quicken Simplifi has to offer, please click here!
How often does Quicken Simplifi update my accounts?
How often does Quicken Simplifi update my accounts?
Your accounts will automatically refresh when you sign into Quicken Simplifi, and you can also manually refresh them. However, Quicken Simplifi will only reach out to your bank once every 4-6 hours to retrieve new transactional and balance data. Learn more here!
Why do I need to re-authenticate my bank with every refresh?
Why do I need to re-authenticate my bank with every refresh?
Due to increased security measures that have been put in place by some financial institutions, you may be required to perform MFA with every account refresh in Quicken Simplifi. While we understand that this can be frustrating, these security measures are in place to protect you and your financial data. Please see here for more info!
How do I manually refresh my accounts in Quicken Simplifi?
How do I manually refresh my accounts in Quicken Simplifi?
On the Quicken Simplifi Web App, you can select the 'Refresh' icon from the left-hand navigation bar, and on the Quicken Simplifi Mobile App, you can pull down on the screen to refresh your accounts, as well as sync data between the two Apps. Please note that Quicken Simplifi will only reach out to your bank once every 4-6 hours to retrieve new transactional and balance data.
How does Quicken Simplifi calculate my balance?
How does Quicken Simplifi calculate my balance?
Quicken Simplifi automatically deducts pending transactions from the balance provided by your bank, however, there are also some settings to disable this when needed. Find out more here!
Does Quicken Simplifi have a running balance column?
Does Quicken Simplifi have a running balance column?
Quicken Simplifi does not currently offer a running balance column; you can read more in our Support Article here. We apologize for any inconvenience!
Can I reconcile my accounts in Quicken Simplifi?
Can I reconcile my accounts in Quicken Simplifi?
Although Quicken Simplifi doesn't currently offer an official reconciliation feature, you can easily use the Reviewed Column to review your transactions one by one! Please be sure to check out our Support Article here for more details.
How do I track cash in Quicken Simplifi?
How do I track cash in Quicken Simplifi?
The best way to track your cash in Quicken Simplifi is to create a manual "Cash" account, and then manually track your cash transactions as they take place. We have a Support Article available here that has more info on tracking cash in Quicken Simplifi!
Can I track my loans in Quicken Simplifi?
Can I track my loans in Quicken Simplifi?
Absolutely! When you connect your loan accounts in Quicken Simplifi, you won't see transactions, but you'll receive updated balances from the bank. However, you can also track your loan accounts and transactions manually. Please see here for more details!
Can I track my assets in Quicken Simplifi?
Can I track my assets in Quicken Simplifi?
Quicken Simplifi is a great place to keep track of your assets! Adding your various assets to Quicken Simplifi will also help offset any applicable loans when viewing your Net Worth, such as tracking the value of your home against the mortgage. Our Support Article here has more info on tracking assets in Quicken Simplifi!
What if I do not see my bank listed?
What if I do not see my bank listed?
If your bank isn't listed, you can learn how to and request your bank to be added here!
If you're having other connectivity trouble, please check out our Support Article here, or contact our amazing Support Team!
To learn about adding Accounts on the Quicken Simplifi Mobile App, please click here!