Overview
Quicken Simplifi can connect to a variety of financial institutions. Adding your accounts is one of the first steps toward managing your finances in Quicken Simplifi.
If your bank is not supported, follow the steps below to add a manual account.
Learn about the account types supported in Simplifi.
Adding a Connected Account
In the Dashboard, click the + New button in the upper right of the Accounts List.
Search for your bank’s name in the Search bar.
If your bank appears under the Popular Financial Institutions section, 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 used to sign in to your bank's website, then click Connect.
Quicken Simplifi locates the accounts associated with your bank's login and displays the account name and account type.
To exclude an account from the bank, uncheck the box next to its name.
You can also rename and change the type of account from this screen, or make these changes later in the Settings menu.
Click Add when finished.
After your accounts are connected, Quicken Simplifi will review them for Recurring Transactions.
Once complete, the accounts will display in your Accounts List.
Note: You cannot edit the opening balance of a connected account. Balances are designed to match your bank’s website.
Add a Manual Account
In the Dashboard, click the + New button in the upper right of the Accounts List.
Select Add Manual Account.
Select an Account Type and enter an Account Name.
You can enter an opening balance with a date, value, or other details, depending on the Account Type.
Click Continue when finished.
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 will not include an opening balance. See instructions on how to add holdings or cash to a manual investment account.
Add an Account with an Existing Bank
You can add new or additional accounts with a bank you've already connected to in Quicken Simplifi.
Hover over the panel on the left side and select Settings.
Select Accounts.
Locate the financial institution, then click the three-dot menu on the right.
Select Add a New Account.
Enter the User ID and Password used to sign in to your bank's website, then click Connect.
Quicken Simplifi will locate the accounts associated with your User ID and Password, displaying the Account Name and Type, along with a checkbox to add or ignore each new account.
To exclude an account, uncheck the box to the left of the account. You can also rename your accounts and select the account type from this screen.
Click Add.
Note: To update your login information for an existing account, click here.
Link a New Account to an Existing Connected Account
There may be instances when an account needs to be re-linked in Quicken Simplifi. This may happen if Simplifi needs to re-establish a connection with your bank or link a new credit card number to an existing account.
You can reset the connection to your bank by following the steps listed here.
Once the account is available to add, carefully link it to the existing 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 complete list of all of the account types Quicken Simplifi has to offer, 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 can also be refreshed manually. However, Quicken Simplifi will only reach out to your bank every 4-6 hours to retrieve updated transactions and balances.
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 put in place by some financial institutions, you may be required to complete multi-factor authentication (MFA) each time you refresh your accounts. We understand that this can be frustrating, but these security measures are in place to protect you and your financial data.
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 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 web and mobile apps. Please note that Quicken Simplifi connects with your bank once every 4-6 hours to retrieve new transactions 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, you can also disable this feature 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. Learn more in this Support Article.
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 use the "Reviewed" column to review each transaction. See this support article 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 manually record your cash transactions as they occur.
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.
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 assets helps offset applicable loans in your Net Worth view, such as the value of your home against its mortgage.
What if my bank is not listed?
What if my bank is not listed?
If your bank isn't listed, learn how to request that it be added 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.