All Collections
How to Resolve Duplicate Accounts
How to Resolve Duplicate Accounts

Learn how to troubleshoot and resolve duplicate accounts in Quicken Simplifi

Natalie avatar
Written by Natalie
Updated over a week ago

If you've accidentally added a duplicate account to Quicken Simplifi instead of linking it to your existing account, no need to worry! Resolving duplicate accounts is an easy fix!

First, you'll want to delete the newly created duplicate account(s). You can do so by navigating to Settings and then selecting Accounts. From here, you'll locate the duplicate account(s) you'd like to delete, select the three dots at the end of it/them, and click Delete account.

You'll want to be absolutely certain that you're deleting the newly created account(s), as deleting an account in Quicken Simplifi is a permanent action, and we don't want you to lose your historical data from the existing account. For more details on deleting accounts in Quicken Simplifi, please see our Support Articles here for Web and here for Mobile.

Once the newly created duplicate account(s) has been deleted, you'll want to reconnect to the bank and then make sure to carefully link the account(s) found to your existing account(s) by following the steps here for Web and here for Mobile. Linking to your existing accounts in Quicken Simplifi is what will prevent duplicate accounts from occurring.

If you are unable to resolve the duplicate account on your own or don't feel comfortable deleting accounts in Quicken Simplifi, please feel free to reach out to our amazing Support Team for guidance!

Did this answer your question?