Overview
There may be times when you need to link accounts in Quicken Simplifi, such as when converting a manual account to a connected account or reconnecting an account after its connection has been lost.
Linking an account preserves your existing account history and helps prevent duplicate accounts from being created. This article explains how to link your accounts correctly.
Before You Begin
When Quicken Simplifi finds accounts at your financial institution, you'll need to choose how each one should be handled. You can link it to an existing account, add it as a new account, or ignore it.
Selecting the correct option helps prevent duplicate accounts.
Linking Accounts
Enter your financial institution credentials.
After signing in, Quicken Simplifi will display a list of the accounts it found.
Review the accounts that were found.
For each account, Quicken Simplifi displays:Account Name
Account Type
The action Quicken Simplifi will take for that account
Open the Action drop-down menu and select the existing account you want to link to the account found at your financial institution.
Important: If you leave 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.
Note: To learn about adding accounts to Quicken Simplifi, please click here
If you have any questions or need help with your accounts in Simplifi, our support team is here to help.