If you'd like to disconnect one of your accounts from the bank and track it manually in Quicken Simplifi instead, we've got the solution for you! You can now make any of your accounts 'manual' in Quicken Simplifi with just the click of a button. You can also easily connect or re-connect manual accounts to the bank!
Make a 'Connected' Account a 'Manual' Account
Hover over the panel on the left-hand side and select Settings.
Locate the Account you'd like to make 'manual' and click the three dots at the end of it.
Select Make manual.
Click Make Manual to confirm.
Once done, the account will be moved down to the Manual Accounts section.
Make a 'Manual' Account a 'Connected' Account
If you need any assistance with making an account manual in Quicken Simplifi, or connecting a manual account to the bank, our Support Team is happy to help!
To learn about making an account 'manual' on the Quicken Simplifi Mobile App, please click here!