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How to Link Accounts on the Mobile App
If you need help linking accounts in Quicken Simplifi, please feel free to contact our support team!
Getting Started on the Mobile App
Step 1: Adding Accounts… Planning Tools: Allows you to check your credit score for free
New and Improved Way to Connect to Your Financial Institution (OAuth API)
Fidelity directly for assistance or to share your feedback: Fidelity Customer Support Phone: 1-… (800)-343-3548 Fidelity Support Website If you receive a blank screen when authorizing your
How to Manage Bank Refresh Frequency in the Quicken Simplifi Mobile App
If you have additional questions, feel free to reach out to one of our product coaches by clicking on
How to Import Account Balance History
The date format should be as M/D/YY (i.e., 1/1/22)
What's the Difference Between Quicken Simplifi and Quicken Classic?
If you have any additional questions, feel free to reach out to one of our product coaches by clicking
How to Manually Import Transactions
Dates need to be entered as M/D/YY (i.e., 1/1/22)
Quicken Simplifi Subscription Questions
Do you offer a free trial?… While we do not offer a free trial, we do offer a 30-day money-back guarantee from your original purchase
Account to Account Transfers (A2A)
Note: For further account authorization, we will send two small deposits, each under $1, into your account… Ensure to enter the first deposit you received into the Deposit amount 1 section and the second deposited
How to Filter Transactions and Reports by Client or Project
a client or project from the transaction by clicking the small X in the corner of the field. 1