Overview
Resetting an account connection disconnects your accounts from your bank and allows you to reconnect them to Quicken Simplifi. This can help resolve certain account connection issues.
Only reset your account connections when instructed to do so in a help article or by a support agent. Before resetting, review the troubleshooting resources below to see if another solution is available.
Before Resetting Your Account Connections
Before resetting your connections, check whether your bank has a known issue or whether another troubleshooting step may resolve the problem:
To check for known bank connection issues, visit our Community.
If your account balance is incorrect, see How to Resolve Balance Discrepancies in Quicken Simplifi on the Mobile App.
If transactions are missing, see Troubleshooting Missing Transactions.
If you see duplicate transactions, see How to Resolve Duplicate Transactions on the Mobile App.
If duplicate accounts appear in your Account List, see Resolving Duplicate Accounts on the Mobile App.
Resetting Account Connections
Tap the Menu icon (three lines) in the upper-left corner.
Select Settings, then Accounts.
Locate the financial institution experiencing the issue and tap the three-dot icon next to it.
Select Reset connection.
Tap Reset.
Your accounts will now be disconnected from the bank. If you don't reconnect them, they will remain in manual tracking mode.
After resetting your connections, see How to Link Accounts on the Mobile App to reconnect your accounts.
Enter the user ID and password you use to sign in to your bank's website, then tap Link Account.
If your account was connected using our new connection type, OAuth, tap on Continue and follow any onscreen instructions.
When your accounts are shown, match and link your online accounts to their corresponding accounts in Quicken Simplifi.
Tap Confirm when done.
Will I Lose My Data During This Process?
No. Resetting your account connections only affects the connection between Quicken Simplifi and your financial institution. Your transaction history, categories, and all other manually entered data remain unchanged, so you can troubleshoot connection issues without losing your financial records.
To learn how to reset account connections in the Web App, see When and How to Reset Your Account Connections.
If you have any questions about Quicken Simplifi, our support team is here to help.