Overview
Need to update your account details in the Simplifi Mobile App? Quicken Simplifi strives to keep things as easy and customizable as possible. We can help you easily:
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 click the three-dot menu at the end of it.
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 at the end of it.
Select Edit institution.
Enter the desired institution name.
Tap Update when done.
If you're looking for the steps specific to the mobile app, please see our article on 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, please don't hesitate to reach out to our support team!