Overview
Choosing the right Quicken product—Quicken Classic or Quicken Simplifi—depends on your personal budgeting and financial management needs. You might start with one and later decide the other is a better fit. This article explains what to expect when switching between Quicken Classic and Quicken Simplifi.
While both products are owned by Quicken, Inc., there are several key differences:
Installation: Quicken Classic is installed locally on your computer, while Quicken Simplifi is a cloud-based application.
Connection Types: Quicken Simplifi only offers one connection type and does not support Direct Connect.
Budgeting: Quicken Simplifi focuses on tracking monthly income and spending, while Quicken Classic uses a more traditional, category-based budgeting system.
Bill Pay: Quicken Simplifi does not offer any type of bill pay service.
Investments: Quicken Classic offers more robust investment tracking features.
Each platform operates independently and uses its own accounting models and data structure. Quicken Simplifi is built as a modern, streamlined tool for budgeting and planning, while Quicken Classic provides a more traditional and customizable desktop experience.
Switching from Quicken Classic to Quicken Simplifi
If you're looking for a more streamlined budgeting experience, prefer using your phone or tablet, or don’t have a computer to install software on, Quicken Simplifi may be a better fit. Simplifi is cloud-based and designed for ease of use across all devices.
If you'd like to purchase Quicken Simplifi:
You can subscribe to Quicken Simplifi in any of the following ways:
On our website: Purchase a subscription directly on Quicken.com.
Through the mobile app: Download the Quicken Simplifi app from the Google Play Store or Apple App Store and subscribe through Google or Apple.
Retail stores: Some retailers also sell Quicken Simplifi subscriptions.
For more information on purchasing Quicken Simplifi, please see our help article here.
If you already purchased Quicken Classic and would like Quicken Simplifi instead:
If you decide Quicken Simplifi is a better fit after purchasing Quicken Classic:
You can subscribe to Quicken Simplifi at any time using the steps above.
To request a refund for Quicken Classic, you must be within the 30-day refund window.
For instructions on requesting a refund for Quicken Classic, please see our support article here.
Note: Quicken Classic data files cannot be imported into Quicken Simplifi. Moving to Quicken Simplifi will require starting fresh with new accounts and data.
Switching from Quicken Simplifi to Quicken Classic
If you're looking for more robust investment tools, desktop-specific features, or more detailed reporting options, Quicken Classic may be a better fit for your needs.
If you'd like to purchase Quicken Classic:
You can purchase Quicken Classic by:
On our website: Purchase directly on Quicken.com.
Retail stores: Some retailers also sell Quicken Classic subscriptions.
For more details on activating a Quicken Classic subscription, please see our help article here.
For more information on purchasing Quicken Classic, please see our help article here.
If you already purchased Quicken Simplifi and would like Quicken Classic instead:
If you decide Quicken Classic is a better fit after purchasing Quicken Simplifi:
You can subscribe to Quicken Classic at any time using the options above.
To request a refund for Quicken Simplifi, you must be within the 30-day refund window.
For instructions on requesting a refund for Quicken Simplifi, please see our support article here.
Note: Quicken Simplifi data files cannot be imported into Quicken Classic. Moving to Quicken Simplifi will require starting fresh with new accounts and data.
Quicken's Refund Policy
Quicken offers a 30-day money-back guarantee for all products. If you decide to switch products within 30 days of your original purchase, you are eligible for a refund for that product. You will still need to purchase the new product separately.
If you’re switching products after the 30-day refund window, we cannot guarantee a refund for the original purchase.
For full details, please review our Terms and Conditions for Exchanging, Canceling, or Refunding Quicken Products.
If you have any additional questions or concerns about switching between Quicken Classic and Quicken Simplifi, our Support Team is just a click away!