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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 over 2 weeks ago

Overview

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, and also monitor the value of your assets, such as property or investments.

To make it easier for you to check which account types are supported, we’ve published a list for everyone. 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

  • Other Liability

Vehicle

  • Auto Loan

Personal

  • Consumer Loan

  • Military Loan

  • Student Loan

Other Loan

  • Small Business Loan

  • Other Loan


Business Only

Banking

  • Client Trust

  • Rents Held in Trust

Asset

  • Prepaid Expenses

  • Small Business Loan

  • Client Trust Liability

  • Rents Held in Trust Liability

  • Unearned Income

Business Payments

  • Accounts Payable

  • Online Payments

  • Sales Tax

  • Undeposited Funds


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

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