Overview
If you no longer want an account to sync with your financial institution, you can convert it to a manual account. Manual accounts let you track balances and transactions without maintaining a connection to your financial institution.
Connected accounts are linked to your financial institution, so transactions and balances update automatically.
Manual accounts aren't connected to a financial institution. You enter transactions and update balances yourself, making them ideal for cash, offline accounts, or accounts from unsupported financial institutions.
To stop syncing a connected account and manage it manually, follow the steps below.
Switch a Connected Account to Manual
Click the Settings (gear) icon in the upper-right corner.
Select Accounts.
Find the account you want to convert to a manual account and click the three-dot menu next to it.
Select Make Manual.
Click Make Manual again to confirm.
Once the conversion is complete, the account will appear in the Manual Accounts section.
Switch a Manual Account to Connected
From the Dashboard, click + New in the upper-right corner of the Accounts list.
Search for the financial institution you want to connect.
Enter the User ID and Password you use to sign in to your financial institution, then click Connect.
When your accounts are displayed, carefully link the online account to your existing manual account.
Note: If you need more help linking your accounts, please refer to the "How to Link Accounts" article.
What happens after switching?
The account is disconnected from your financial institution.
Automatic transaction downloads stop.
You'll need to update balances and transactions manually.
Existing transactions remain in the account.
If you're looking for steps specific to the mobile app, please see our article on Switch a Connected account to Manual Mode on the Mobile App
If you have any questions about Quicken Simplifi, our support team is here to help.