Link Manual Account to a Bank

JFMAMJ
JFMAMJ Member
edited July 14 in Adding and Updating Accounts

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.

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Best Answer

  • SRC54
    SRC54 Superuser ✭✭✭✭✭
    Answer ✓

    @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.

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    MS Money (1991-2009) and Dollars & Sense (1987-1991)

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