Overview
Quicken Simplifi connects to more than 14,000 financial institutions. If your financial institution isn't supported or you can't connect your account, you can still track it by creating a manual account. You can also use manual accounts to track the value of assets, such as property or investments.
To see which account types are supported, view our supported account types list. If your financial institution isn't listed, learn how to request that it be added.
If you need help adding accounts to Quicken Simplifi, see our Adding Accounts article.
Banking
Cash & Checking
Cash & Checking
Checking
Cash Management
Digital Cash
Digital Cash
Digital Cash
Credit
Credit
Credit Card
Lines of Credit
Other Credit
Savings
Savings
Savings
CD
Money Market
Other Banking
Other Banking
Other Banking
Investments
Brokerage
Brokerage
Brokerage
Retirement
Retirement
IRA
Keogh
Roth IRA
Roth 401K
SEP IRA
Simple IRA
401K
403B
Other Investments
Other Investments
UGMA/UTMA
529 Plan
Other Investment
Property (Assets)
Real Estate
Real Estate
Real Estate
Vehicle
Vehicle
Vehicle
Other Property
Other Property
Other Asset
Loans (Debt)
Home
Home
Construction Loan
Home Equity Loan
Mortgage
Other Liability
Vehicle
Vehicle
Auto Loan
Personal
Personal
Consumer Loan
Military Loan
Student Loan
Other Loan
Other Loan
Small Business Loan
Other Loan
Business Only
Banking
Banking
Client Trust
Rents Held in Trust
Asset
Asset
Prepaid Expenses
Small Business Loan
Client Trust Liability
Rents Held in Trust Liability
Unearned Income
Business Payments
Business Payments
Accounts Payable
Online Payments
Sales Tax
Undeposited Funds
If you have questions about Quicken Simplifi or need help adding an account, please contact our support team.