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!