Linking a manual account.

Options
N4KHQ
N4KHQ Member ✭✭✭
edited April 12 in Adding and Updating Accounts

I have a manual Apple Card account and noticed a button by manual account to link accounts. Is the button different from the one at the top to add account? My question is if Apple Card becomes linkable is there anything special I need to do to retain the transactions in the manual account? Thanks

Tagged:

Best Answer

  • Coach Jon
    Coach Jon Moderator admin
    edited March 13 Answer ✓
    Options

    Hello @N4KHQ,

    Thanks for your inquiry! The Link button allows existing accounts to be linked to a financial institution when connecting for automatic downloads. This article explains the Linking process: https://help.simplifimoney.com/en/articles/4959544-how-to-link-accounts

    Any transactions you have in your account will remain once linked. Quicken Simplifi will automatically match any transaction with the same data.

    Thanks,

    Coach Jon

This discussion has been closed.

Categories