Overview
If you need to personalize or correct your account information, this guide will show you how to do it. In this article, you'll learn how to:
Rename your bank accounts to something more recognizable or personal.
Change the account type (e.g., Checking, Savings, Credit Card) to better reflect how you use it.
Edit the financial institution name if it was imported incorrectly or you'd prefer a custom label.
Edit Account Details (Name & Type)
Tap the Menu (three-line icon).
Tap on the Settings icon and then Accounts.
Locate the account you'd like to edit and tap the three-dot menu on its right.
Select Edit Account.
Change the account name and/or account type.
Click Update when done.
Note: Investment Accounts cannot be changed to any other account type besides other Investment types.
Edit Financial Institution Name
Tap the Menu (three-line icon).
Tap on the Settings icon and then Accounts.
Locate the financial institution you'd like to edit and tap the three-dot menu on its right.
Select Edit institution.
Enter the desired institution name.
Tap Update when done.
If you're looking for steps specific to the web app, please see our article How to Edit Your Bank Account Names and Types on the Web App.
If you have any questions or need help editing your account details in Quicken Simplifi, reach out to our support team. Or start a live chat by tapping on the blue messenger icon in the bottom-right corner of the screen.