Quicken Simplifi - Connecting financial accounts
Connect all your financial accounts for one clear view, always updated automatically. And with more than 14K institutions supported, Quicken can support them.
Your complete financial world, in one place
Bring your accounts together for a complete view of your finances. Link your bank accounts, credit cards, store cards, personal loans, car loans, mortgages, 401(k)s, IRAs, brokerage accounts, and more to see everything in one place.
Fewer disconnections, more reliability
We’re connected to more aggregators than any other tool. That means fewer account disconnections, reliable syncing, and the most accurate view of your finances.
Track every asset and liability
It doesn’t end with traditional assets. Add manual accounts for assets like artwork, jewelry, collectibles, and private investments — or track personal loans or money owed. Not all assets come with automatic updates, but you can always add them to Quicken.
Bank-grade security, read-only access
Quicken uses 256-bit encryption to protect your data — the same standard trusted by financial institutions worldwide. Your information is secured with firewall-protected servers and transmitted with the same level of protection banks use.
The clarity of seamless account integration
With 14,000+ financial institutions supported, it’s hard to find a type of account Quicken can’t connect to. And you get better insights into money dynamics and future plans with when you have the big picture.
Better than spreadsheets or multiple apps
Stop piecing together information from different websites or maintaining complicated spreadsheets. Quicken eliminates the manual work of gathering data from multiple sources and entering it by hand.
Save time with smart automation
Every transaction is automatically synced and categorized for you. From groceries to invoices to tax forms — you’ve got time back to focus on financial planning.
Complete control with comprehensive net worth tracking
Because Quicken brings everything together, you can see your complete net worth at a glance. Track your debt, track what's growing, and stay in control of every account.
Quicken Simplifi
Mobile
Web
Connect unlimited accounts from 14,000+ institutions
Automatic transaction imports and categorization
Real-time balance updates across all accounts
Complete net worth tracking
Quicken Business & Personal
Mobile
Web
Have a small business or freelance income?
What makes Quicken’s connectivity different?
Quicken connects to over 14,000 financial institutions — more than any competitor — giving you the most complete picture of your financial life. From checking and savings to credit cards, loans, investments, and even retirement accounts, you can see everything in one place without switching between apps. Quicken also partners with the top three providers of account connection services, ensuring your accounts stay connected reliably and consistently. That means fewer interruptions and always up-to-date, accurate information about your money.
Is my financial data secure when I link my accounts?
Absolutely. Quicken partners with trusted providers that use bank-level encryption and authentication to ensure your data stays secure. Your login credentials are never stored or shared, and all information is protected using industry-leading security standards.
What kinds of accounts can I connect?
You can connect a wide range of accounts, including:
Checking and savings accounts
Credit cards and loans
Investment and retirement accounts
Real estate and other assets
Quicken gives you a complete picture of your finances across every category.
What happens if one of my accounts stops updating?
Occasionally, your financial institution may change its security settings or connection method. Quicken will alert you if an account needs to be reconnected. Just follow the in-app prompts to securely re-link the account — it typically takes less than a minute.
How often does Quicken update my account information?
Quicken refreshes your account data automatically several times a day. You can also manually refresh your accounts at any time to get the latest balances and transactions instantly.
Can I track assets beyond my bank accounts?
Yes. You can easily add manual assets such as real estate, vehicles, or collectibles to complete your financial picture. Quicken automatically includes these in your net worth calculation, so you always know where you stand.
How does Quicken categorize my spending?
Quicken automatically categorizes transactions as they’re downloaded, saving you time and reducing manual data entry. You can adjust categories or create your own — Quicken remembers your preferences for future transactions.
Can I see all my finances on one dashboard?
Yes! Quicken’s All Accounts Dashboard displays your balances, upcoming bills, and spending insights in one clear, customizable view. No more app-hopping or spreadsheets — just one organized place to manage your entire financial life.
How does Quicken calculate my net worth?
Quicken automatically adds up all your connected accounts and assets, subtracts any debts or liabilities, and shows your real-time net worth. You can also track how it changes over time with visual charts and reports.