Overview
Resetting your account connections is designed to disconnect your connected accounts from Quicken Simplifi and then allow you to re-establish those connections with your bank. This allows for broader troubleshooting and possible resolution of specific errors. While this is a troubleshooting option, you should only reset your account connections when instructed to do so in a help article or by a support agent.
Before Resetting Your Account Connections
Before attempting to reset your account connections, take a look to see if there is some additional troubleshooting steps you can take prior to resetting your account connections or if there is a known issue with the bank that you are trying to connect with:
Click here to check out our community see if there is known issue with your bank.
For troubleshooting steps for our most common bank download errors, click here.
If you are experiencing a balance discrepancy, click here.
If you are missing transactions from your account(s), click here.
If you are experiencing duplicate transactions in your account(s), click here.
If you are seeing duplicate accounts on your Account List, click here.
Instructions
Hover over the menu on the left-hand side and select Settings.
Select Accounts.
Locate the Financial Institution that's experiencing the issue and select the three dots at the end of it.
Select Reset connection.
Click Reset.
Your accounts are now in a disconnected status and if you do not wish to continue linking your accounts to your bank, the accounts will remain disconnected, and you will need to track them manually.
Enter the User ID and Password you use to sign in to your bank's website, then click Connect.
If your account was connected using our new connection type, QAuth, click on Continue and follow any onscreen instructions.
When your accounts are shown, match and link your online accounts to their corresponding accounts in Quicken Simplifi. If you need additional assistance with linking your accounts, click here.
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.
Click Add when done.
To learn more about resetting account connections on the Quicken Simplifi mobile app, click here!