Link Manual Account to a Bank

JFMAMJ

I started with Simplifi before my bank offered a connection to Simplifi, so I created manual accounts. Now my bank can link directly to Simplifi.

How to I link my existing Simplifi manual account to my bank? I don't want to lose the history by having two accounts in Simplifi (manual and linked) for the same bank account.

SRC54

@JFMAMJ

Hi, it's fairly easy to do. Just click the Add Account (+ Account) at the top of the Sidebar and find your bank. Once your bank offers your account, instead of adding it as a new account, use the dropdown menu to link to your current manual account.

Here's a support article that shows you step by step:

https://support.simplifi.quicken.com/en/articles/4959544-how-to-link-accounts

It's a good skill to learn because sooner or later you have to take an account manual and link it again. Hope this helps.