Overview
Quicken Simplifi does not offer a feature to reset all data. To start over, you’ll need to delete each account or bank connection individually. Once all accounts are deleted, you can begin again from scratch.
How to Delete Your Accounts
Hover over the left side panel and click Settings.
Click Accounts.
Locate the bank that you want to delete and click the three dots at the end of it.
Click Delete institution, then Delete to confirm.
After deleting all of your accounts, your Spending Plan will be blank. Historical data and recurring reminders will no longer be available.
Your created categories and tags will remain. Click here for steps to delete a category or subcategory, or click here to delete a tag.
After deleting all your accounts, your Dashboard will be blank. You can re-add accounts by clicking the + Add icon next to Accounts on the Dashboard.
