How to Link Accounts

Learn how to link accounts in Quicken Simplifi

Natalie avatar
Written by Natalie
Updated over a week ago

Overview

A time may come when you're presented with the need to re-link existing accounts in Quicken Simplifi. Linking 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.

Instructions

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 see a toggle at the bottom left of the window to Link to one or more existing accounts; once enabled, you'll also see the Action Quicken Simplifi will take.

At this point, it's imperative that you select the Link to one or more existing accounts toggle to enable it, and then tell Quicken Simplifi what account to link each account found to by selecting the existing account from the Action menu. If "Nothing (Add as new)" is selected instead, it can result in duplicate accounts.

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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