Overview
If you've accidentally added a duplicate account to Quicken Simplifi instead of linking your existing one, don't worry—it's easy to resolve duplicate accounts.
First, delete the newly created account
Note: You'll want to be absolutely certain that you're deleting the newly created account, as deleting an account in Quicken Simplifi is permanent, and we don't want you to lose your historical data from the existing account.
You can delete a duplicate account by:
Hover over the left panel and click Settings.
Select Accounts.
Locate the duplicate account and click the three-dot icon to the right of it.
Click Delete account.
Click Delete again to confirm account deletion.
Next, ensure to link your existing account
After you delete the newly created duplicate account, you'll need to reconnect to the bank. When you do, make sure to carefully link to your existing account(s).
For instructions on linking an account in the web app, see our article: How to Link Accounts.
For instructions on linking an account in the mobile app, How to Link Accounts on the Mobile App.
If you’re unable to fix the duplicate account yourself or don’t feel comfortable deleting accounts in Quicken Simplifi, don’t hesitate to reach out to our support team for guidance.