Overview
Sometimes you’ll need to link accounts in Quicken Simplifi—such as when turning a manual account into a connected one, or when reconnecting an account that lost its connection.
Linking ensures your existing account stays intact and prevents duplicate accounts from being created.
This article walks you through how to link accounts safely and correctly.
To learn about adding accounts to Quicken Simplifi, please click here!
Before You Begin
When Quicken Simplifi finds accounts at your bank, it needs to know whether each one should:
Connect to an existing account you already track
Be added as a brand‑new account
Be ignored entirely
Choosing the correct action is what prevents duplicates.
Linking Accounts
Enter your bank credentials
After signing in, Quicken Simplifi will show you a list of accounts it found.
Review the accounts found
You’ll see each account’s:Account Name
Account Type
Action that Quicken Simplifi will take
Open the Action dropdown and choose the existing Quicken Simplifi account that the bank account should link to.
Important: If you leave the Action set to “Add as New (no link)”, Quicken Simplifi will create a duplicate account.
Ignore accounts you don’t want to add
If there’s an account you don’t want to connect, simply uncheck the box next to it.
If you're looking for the steps specific to the mobile app, please see our article on How to Link Accounts on the Mobile App.
If you have any questions or need help linking your accounts in Quicken Simplifi, please don't hesitate to reach out to our support team!