Overview
When you connect or reconnect an account, Quicken Simplifi may find an account that already exists in your file. Linking the accounts helps prevent duplicates and keeps your existing transaction history and balance information associated with the correct account.
This article explains how to link accounts and reconnect accounts that were previously switched to manual mode in the Quicken Simplifi Mobile App.
Link an Account to an Existing Account
After you enter your financial institution credentials, Quicken Simplifi displays the accounts it finds. For each account, Quicken Simplifi will display:
Account Name
Account type
The action Quicken Simplifi will take for that account
Note: Review each account carefully to make sure it's linked to the correct existing account. Selecting Nothing (Add as new) when the account already exists can create a duplicate. Linking an account to the wrong existing account can also result in incorrect transactions or balances.
To link an account to an existing account:
Tap the pencil icon next to the account.
Tap the Link to drop-down menu.
Select the existing account you want to link to.
Tap Update, then tap Confirm.
Relink a Manual Account
If you converted an account to a manual account but can't reconnect it because Simplifi says all accounts have already been added, follow these steps:
If the financial institution is still listed in Quicken Simplifi:
Tap the Menu icon
Select Settings and then Accounts.
Scroll to the bottom of the page and check if the financial institution is still listed.
If the financial institution is still listed, tap the three-dot icon next to it, then tap Delete Institution.
If the financial institution uses an OAuth API connection:
Before reconnecting, sign in to your financial institution's website and revoke Quicken Simplifi's access. Then follow these steps:
Return to Quicken Simplifi and tap + New.
Search for and select your financial institution.
Enter your online banking credentials and complete any required verification.
When your accounts appear, link each one to its corresponding existing manual account.
Complete the connection process.
Note: Delete the financial institution from Settings > Accounts before revoking Quicken Simplifi's access on the financial institution's website. This helps Quicken Simplifi establish a new connection so you can link your accounts to their existing manual accounts.
If you're looking for the steps specific to the Web App, please see our article on How to Link Accounts.
If you have any questions about Quicken Simplifi, our support team is here to help.