Overview
Resetting an account connection disconnects your accounts from your bank and allows you to reconnect them to Quicken Simplifi. This can help resolve certain account connection issues.
Only reset your account connections when instructed to do so in a help article or by a support agent. Before resetting, review the troubleshooting resources below to see if another solution is available.
Before Resetting Your Account Connections
Before resetting your connections, check whether your bank has a known issue or whether another troubleshooting step may resolve the problem:
To check for known bank connection issues, visit our Community.
If your account balance is incorrect, see How to Resolve Balance Discrepancies in Quicken Simplifi.
If transactions are missing, see Troubleshooting Missing Transactions.
If you see duplicate transactions, see How to Resolve Duplicate Transactions.
If duplicate accounts appear in your Account List, see Resolving Duplicate Accounts.
Resetting Account Connections
Click the Settings (gear) icon in the upper-right corner.
Select Accounts.
Locate the financial institution with the connection issue and click the three-dot menu next to it.
Select Reset connection.
Click Reset to confirm.
Your accounts will now be disconnected from the financial institution.
Note: If you choose not to reconnect your accounts, they'll remain disconnected, and you'll need to update them manually.
Reconnect Your Accounts
After resetting your connections, follow these steps to reconnect your accounts:
Enter the User ID and Password you use to sign in to your financial institution, then click Connect.
If your financial institution uses an OAuth connection, click Continue and follow the on-screen instructions to complete the authorization process.
2. When your accounts appear, match each online account to its corresponding account in Quicken Simplifi.
If you need help, see How to Link Accounts in Quicken Simplifi.
If there are accounts you don't want to add, clear the checkbox next to each account to ignore it.
3. Click Add when you're finished.
Frequently Asked Questions
Will I Lose My Data During This Process?
Will I Lose My Data During This Process?
No. Resetting your account connections only affects the connection between Quicken Simplifi and your financial institution. Your transaction history, categories, and all other manually entered data remain unchanged, so you can troubleshoot connection issues without losing your financial records.
Will confirming recurring items after resetting my account connection create duplicate Bills?
Will confirming recurring items after resetting my account connection create duplicate Bills?
During a connection reset, this window confirms recurring items that already exist in Simplifi. Leaving them checked will not create duplicates. Unchecking an item will remove its existing recurring series, which you will need to set up again manually.
To learn how to reset account connections in the Mobile App, see When and How to Reset Your Account Connections on the Mobile App.
If you have any questions about Quicken Simplifi, our support team is here to help.