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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 today

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!

What if I can't find my bank? Click here to learn how to request it!

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!

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