Overview
If you accidentally added a duplicate account in Quicken Simplifi instead of linking your existing one, don’t worry—it’s easy to fix.
First, delete the newly created account
Note: Make sure you delete the newly created account. Deleting an account in Quicken Simplifi is permanent, and deleting the wrong one could remove your historical data.
You can delete a duplicate account by:
Move your cursor over the left panel and click Settings.
Early Access users: Locate the Settings menu in the upper-right corner (gear icon).
Select Accounts.
Find the duplicate account and click the three-dot icon next to it.
Click Delete account.
Click Delete again to confirm account deletion.
Next, ensure to link your existing account
After deleting the duplicate account, reconnect to your bank. When doing so, be sure to link it to your existing account(s).
Note: If the option to link an existing account does not appear, ensure the account is set to “manual”.
Move your cursor over the left panel and click Settings.
Early Access users: Locate the Settings menu in the upper-right corner (gear icon).
Select Accounts.
Find the account you'd like to make "manual" and click the three-dot icon next to it.
Select Make manual.
Click Make manual to confirm.
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, see our article: How to Link Accounts on the Mobile App.
If you’re unable to fix the duplicate account or don’t feel comfortable deleting accounts in Quicken Simplifi, contact our support team for help.