Quicken Simplifi

If you'd like to disconnect one of your accounts from the bank and track it manually in Quicken Simplifi instead, we've got the solution for you! You can now make any of your accounts 'manual' in Quicken Simplifi with just the click of a button. You can also easily connect or re-connect manual accounts to the bank!

Make a 'Connected' Account a 'Manual' Account

Hover over the panel on the left-hand side and select Settings.

Locate the Account you'd like to make 'manual' and click the three dots at the end of it.

1. Hover over the panel on the left-hand side and select Settings.
2. Select Accounts.
3. Locate the Account you'd like to make 'manual' and click the three dots at the end of it.
4. Select Make manual.
5. Click Make Manual to confirm.

Once done, the account will be moved down to the Manual Accounts section.

Make a 'Manual' Account a 'Connected' Account

Go through the Add Account flow and connect to the bank by following the steps <a href="https://help.simplifimoney.com/en/articles/4295304-adding-accounts-in-simplifi#how-to-connect-and-add-your-account--" rel="nofollow noopener noreferrer" target="_blank">here</a>.

When the list of accounts is presented from the bank, carefully link the accounts found to your existing Quicken Simplifi accounts by following the steps <a href="https://help.simplifimoney.com/en/articles/4959544-how-to-link-accounts" rel="nofollow noopener noreferrer" target="_blank">here</a>.

1. Go through the Add Account flow and connect to the bank by following the steps <a href="https://help.simplifimoney.com/en/articles/4295304-adding-accounts-in-simplifi#how-to-connect-and-add-your-account--" rel="nofollow noopener noreferrer" target="_blank">here</a>.
2. When the list of accounts is presented from the bank, carefully link the accounts found to your existing Quicken Simplifi accounts by following the steps <a href="https://help.simplifimoney.com/en/articles/4959544-how-to-link-accounts" rel="nofollow noopener noreferrer" target="_blank">here</a>.

If you need any assistance with making an account manual in Quicken Simplifi, or connecting a manual account to the bank, our <a href="https://help.simplifimoney.com/en/articles/5077917-how-to-contact-support" rel="nofollow noopener noreferrer" target="_blank">Support Team</a> is happy to help!

To learn about making an account 'manual' on the Quicken Simplifi Mobile App, please click <a href="https://help.simplifimoney.com/en/articles/6739410-how-to-make-an-account-manual-on-the-mobile-app" rel="nofollow noopener noreferrer" target="_blank">here</a>!

Learn how to make a 'Connected' Account a 'Manual' Account in Quicken Simplifi, and vice versa

Overview

Make a 'Connected' Account a 'Manual' Account

Make a 'Manual' Account a 'Connected' Account