Skip to main content
All CollectionsManaging Your Accounts
What Account Types Are Supported in Quicken Simplifi?
What Account Types Are Supported in Quicken Simplifi?

Learn the account types that are currently supported in Quicken Simplifi

Natalie avatar
Written by Natalie
Updated this week

Overview

Instead of having to reference Quicken Simplifi any time you'd like to see which account types are supported, we thought we'd publish a list for everyone. Quicken Simplifi is powered by a network of over 14,000 financial institutions. If you can't connect your account in Quicken Simplifi, you can track it manually, as well as track the value of your assets. If you can't find your bank, click here to learn how to request it!

If you need assistance adding accounts to Quicken Simplifi, check out our Adding Accounts article!


Banking

Cash & Checking

  • Checking

  • Cash Management

Digital Cash

  • Digital Cash

Credit

  • Credit Card

  • Lines of Credit

  • Other Credit

Savings

  • Savings

  • CD

  • Money Market

Other Banking

  • Other Banking


Investments

Brokerage

  • Brokerage

Retirement

  • IRA

  • Keogh

  • Roth IRA

  • Roth 401K

  • SEP IRA

  • Simple IRA

  • 401K

  • 403B

Other Investments

  • UGMA/UTMA

  • 529 Plan

  • Other Investment


Property (Assets)

Real Estate

  • Real Estate

Vehicle

  • Vehicle

Other Property

  • Other Asset


Loans (Debt)

Home

  • Construction Loan

  • Home Equity Loan

  • Mortgage

Vehicle

  • Auto Loan

Personal

  • Consumer Loan

  • Military Loan

  • Student Loan

Other Loan

  • Small Business Loan

  • Other Loan


If you experience any trouble adding your accounts in Quicken Simplifi, please don't hesitate to reach out to our Support Team!

Did this answer your question?