All CollectionsManaging Your AccountsManaging Your AccountsHow to manage your accounts on the Simplifi Web AppCBy Nicole and 4 others5 authors·24 articlesAdding Accounts in Quicken SimplifiNew and Improved Way to Connect to Your Financial Institution (OAuth API)How to Edit Your Bank Account Names and TypesWhat Account Types Are Supported in Quicken Simplifi?How to Delete Accounts in Quicken SimplifiHow to Exclude Accounts from Reports and the Spending PlanMarking Accounts as ClosedSwitch a Connected Account to Manual ModeHow to Link AccountsHow Often Does Quicken Simplifi Update My Accounts?Updating Your Bank Login InformationWhen and How to Reset Your Account ConnectionsHow to Add and Remove ColumnsDoes Quicken Simplifi Have a Running Balance Column?Asset Tracking in Quicken SimplifiHow to Track Loans and Liabilities in Quicken SimplifiUsing Projected Cash FlowReconciling Accounts in Quicken SimplifiHow to Hide Closed Accounts and Savings Goals from the Accounts ListAccount to Account Transfers (A2A)Managing When Your Connected Bank UpdatesHow Does Quicken Simplifi Connect to My Bank?Using Kelley Blue Book to Track Automobile Values on the Web AppErrors When Attempting to Add 529 Accounts to Simplifi
