Overview
If you’ve recently changed your bank login credentials, you’ll need to update them in Quicken Simplifi to keep your accounts connected and your transactions flowing smoothly.
There are two ways to update your bank login information:
Automatic Prompt: Quicken Simplifi will ask for your new credentials after a refresh.
Manual Update: Reset the connection and enter your new login info.
The easiest way to update your bank login information in Quicken Simplifi is to wait for the first successful account refresh after updating your credentials. After your bank connection refreshes, Quicken Simplifi may automatically prompt you to enter your new login credentials. This usually happens within four hours of the change.
Manually Update Your Bank Login Information
If you don't receive an automatic prompt, you can reset the connection and re-enter your updated login information manually to keep your accounts synced and accurate.
To manually update your bank login information in Quicken Simplifi, just follow these steps:
Instructions for Web:
Hover over the left panel and click the Settings gear icon.
Select Accounts.
Locate the financial institution to update and click the three-dot icon to the right of it.
Click Reset connection.
Enter the User ID and Password you use to sign in to your bank's website, then click Connect.
If your account uses the OAuth connection, click Continue and follow the onscreen instructions.
When your accounts are shown, match and link your online accounts to their corresponding accounts in Quicken Simplifi.
If you need additional assistance with linking your accounts, see our article on How to Link Accounts on the Mobile App.
To ignore unwanted accounts in Quicken Simplifi, uncheck the box next to them.
Click Add.
Instructions for Mobile:
Tap the Menu (three-line icon).
Select Settings.
Select Accounts.
Locate the financial institution to update and tap on the three-dot icon to the right of it.
Tap Reset connection.
Tap Reset.
Enter the User ID and Password you use to sign in to your bank's website, then tap Link Account.
If your account uses the OAuth connection, click Continue and follow the onscreen instructions.
When your accounts are shown, match and link your online accounts to their corresponding accounts in Quicken Simplifi.
If you need additional assistance with linking your accounts, see our article on How to Link Accounts in the Mobile App.
To ignore unwanted accounts in Quicken Simplifi, uncheck the box next to them.
Tap Confirm.
For more details about resetting an account connection on the web, please see our article on When and How to Reset Your Account Connections.
If you have any questions or need help updating your Bank Login Information in Quicken Simplifi, please don't hesitate to reach out to our support team!