Overview

Even though Simplifi is made by Quicken, we do not offer the same connection types that Quicken offers. Unlike Quicken, Simplifi only offers one connection method: Express Web Connect.

Express Web Connect is available for most banks and there is no fee to use it. With this connection method, Simplifi communicates directly with your bank on your behalf, so you won't have to sign in to your bank's website to manually download your transactions; Simplifi does this for you!

How Does Express Web Connect Work?

  • Express Web Connect works by using the login information that is used when signing into your bank's website to connect in Simplifi.

  • Express Web Connect is a one-way connection. Data is imported into Simplifi, but Simplifi cannot affect your transactions or balances in any way.

  • Access and retrieval of data is automated through the use of nightly updates. During these updates, our aggregation partner logs in to your bank's website on your behalf. Generally, this happens once a day and outside of business hours. Because of this, you may notice login activity on your bank's website overnight.

  • Your login credentials are stored on our aggregation partner's servers. This makes updates faster for you.

  • Your financial data is stored on Quicken-hosted servers. This provides a more complete history of your financial transactions than is typical for data stored on bank servers.

  • Our aggregation partner uses state-of-the-art security measures to protect your login credentials and your financial data.

Note: If you're experiencing an issue connecting to a particular bank, please be sure to check out our Known Issues here, as well as our Top Bank Download Solutions here. If you're still experiencing an issue, our Support Team is happy to help!

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