Overview
You may sometimes need to link existing accounts in Quicken Simplifi, such as when connecting a manual account or reconnecting a disconnected one. Doing this helps prevent duplicate accounts. This article explains how to link accounts while keeping your current connections.
Linking Accounts
After you enter your credentials, Quicken Simplifi will show a list of the accounts it found. This list includes the account name, account number, account type, and the action Quicken Simplifi will take.
At this point, be sure to link each account correctly. Choosing Nothing (Add as new) can create duplicate accounts, and linking the wrong account can cause transaction and balance errors.
To link the found accounts to your existing accounts, follow these steps:
Select the pencil icon next to each account.
Tap the Link to drop-down menu.
Select the existing account from the list.
Tap Update, then tap Confirm after selecting each account.
Relink an Account After Converting It to Manual
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:
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 next to it, then tap Delete Institution.
If your financial institution uses an OAuth API connection, sign in to its website and remove Quicken Simplifi's access to your accounts before reconnecting:
Return to Quicken Simplifi and tap the + 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 existing manual account.
Complete the connection process.
Note: Deleting the financial institution from Settings > Accounts before revoking access on the bank's website ensures Simplifi can establish a new connection and allows you to relink your existing accounts successfully.
If you need help linking accounts in Quicken Simplifi, please feel free to contact our support team!
To learn about linking accounts on the Quicken Simplifi Web App, please click here!