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!
Banking
Cash & Checking
Checking
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
Keough
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!