Overview
There may come a time when you're experiencing account connectivity problems in Quicken Simplifi, and having the ability to reset the connection for your bank allows a broader scope for troubleshooting and potentially resolving these types of issues. Resetting the connection works by disconnecting the accounts from Quicken Simplifi, which then allows you to re-establish the connection.
Please note that resetting your account connections should only be used when you're instructed by troubleshooting steps or by a Coach.
Click here to see our known connection issues.
Click here for troubleshooting steps for common bank download errors.
Click here for troubleshooting steps for balance discrepancies.
Click here for troubleshooting steps for missing transactions.
Click here for troubleshooting steps for duplicate transactions.
Click here for troubleshooting steps for duplicate accounts.
Instructions
Click the Menu icon (the three lines in the upper left corner).
Select Settings and then Accounts.
Locate the Financial Institution that's experiencing the issue and select the three dots at the end of it.
Select Reset connection and then click Reset.
Note: At this point, your accounts are in a "disconnected" status. If you do not continue with the linking process, the accounts will remain disconnected and will need to be tracked manually.Enter the User ID and Password you use to sign in to your bank's website, then click Link Account.
Once your accounts are presented, make sure to have your online accounts matched to their correct corresponding account in Quicken Simplifi to be linked correctly.
If you see additional accounts that you do not want to be added in Quicken Simplifi, uncheck the box to the right of the account to ignore it.
If you need some help linking your accounts in Quicken Simplifi, click here!
Click Confirm when done.
To learn more about resetting account connections on the Quicken Simplifi Web App, please click here!