How to Link Accounts

Learn how to link accounts in Quicken Simplifi

Natalie avatar
Written by Natalie
Updated over a week ago


A time may come when you're presented with the need to link to existing accounts in Quicken Simplifi, such as when connecting a manual account to the bank, or when reconnecting a disconnected account. In these instances, linking bank accounts to your existing Quicken Simplifi accounts is what prevents duplicate accounts from being created. This article will explain how to perform these actions while maintaining your existing account connections.


After entering your credentials, Quicken Simplifi will present you with a list of the accounts that it's found. In this list, Quicken Simplifi will show the Account Name and the Account Type. You'll also see the Action Quicken Simplifi will take.

At this point, it's imperative that you select the Action dropdown menu, and then tell Quicken Simplifi what account to link each account found to by selecting the existing account from the list. If "Add as New (no link)" is selected instead, you'll end up with a duplicate account. If you don't want to add an account listed here, uncheck the box to the left of it to ignore it.

If you need any assistance with linking accounts in Quicken Simplifi, please don't hesitate to reach out to our amazing Support Team!

To learn about linking accounts on the Quicken Simplifi Mobile App, please click here!

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