Is it possible to add an account not supported by Simplifi using my account and routing #?

josepk0814

For example, Upgrade.com is not supported by Simplifi. However, could I add my account and routing number so Simplifi could pull down the transactions using that information?

Thanks!

DannyB

@josepk0814

I'm a user like you not a Quicken employee, but I'm pretty sure, like 99.999% sure that using your routing number in Simplifi to connect with bank is not an option.

Coach Natalie

@josepk0814, thanks for the inquiry!

Although the ability to connect your bank accounts using an account and routing number is not currently available in Quicken Simplifi, we do have an existing Idea post requesting it that I'd definitely suggest adding your vote and feedback to and then following for updates:

https://community.simplifimoney.com/discussion/3929/ability-to-add-accounts-via-routing-acct-s

I hope this helps!

-Coach Natalie

josepk0814

Thanks - I voted this up as "Yes" :)

We need a way to connect to accounts that Simplifi doesn't directly support.