Overview
Quicken Simplifi offers the ability to change your subscription tier to one that better suits your needs. You can do this by upgrading or downgrading your subscription.
Note: If you subscribed through the Apple App Store or Google Play Store, you’ll need to manage upgrades, downgrades, extensions, billing, refunds, and other subscription-related actions directly through those platforms.
Important: Updates and upgrades are different.
Updates are automatic, improve program functionality, and fix known bugs.
An upgrade puts your subscription at a higher tier with more features.
Upgrade to Quicken Business & Personal
Upgrading adds business features not included in the Basic plan.
Things to know:
You can upgrade at any time during your subscription.
You can only upgrade once every 30 days.
The prorated value of your existing subscription is applied to your new plan.
Retail activation codes may also be used for upgrades.
Instructions:
You can upgrade your Quicken Simplifi subscription in the My Account section of Quicken.com.
Log in with your Quicken ID (email address).
On the left, select Subscriptions.
Select Manage Subscription.
If this option isn't available, click Resume Subscription, then Manage Subscription.
Select Change Plan.
In the Change Plan page, select which subscription tier you wish to upgrade to.
Enter your payment information and complete the order.
After completing the upgrade, sign out of Quicken Simplifi and back in to ensure the change takes effect.
Downgrade to Basic
Downgrading your subscription will reduce your tier and keep only the features available at that level.
Things to know:
A downgrade can only be made in the last six months of a subscription term.
The prorated value of your original subscription applies to the new plan.
Instructions:
You can downgrade your Quicken Simplifi subscription in the My Account section of Quicken.com.
Log in with your Quicken ID (email address).
On the left, select Subscriptions.
Select Manage Subscription.
Select Change Plan.
Follow the on-screen prompts to complete the change.
After completing the downgrade, sign out of Quicken Simplifi and back in to ensure the change takes effect.
Extend Your Subscription
A subscription can only be extended in the last six months of a subscription term. You can extend a subscription term by redeeming an activation code in a retail copy. However, this can only be done in the last six months of your current subscription term. Therefore, multiple terms cannot be purchased and applied simultaneously to extend a subscription.
Retail purchases: Activation codes are valid for 1 year from purchase.
Quicken Simplifi subscriptions extend at the current subscription price. For subscription pricing information, click here.
Update Your Payment Method
You can change the payment method for your Quicken Simplifi subscription in the My Account section of Quicken.com.
Log in with your Quicken ID (email address).
On the left, select Subscriptions.
Select Manage Subscription.
Select Update Payment.
In the Set up payment method screen, enter your new payment information.
Click Save Billing.
Subscription Renewal
Your Quicken Simplifi subscription is set to auto-renew when it expires, so you don't experience any disruption in your Quicken services. Quicken Simplifi will auto-renew by default unless canceled.
If you're signed up for auto-renew, you don't need to take any action; you will be notified of the auto-renewal, and your credit card on file will be charged on your expiration date.
If you're not signed up for auto-renewal, you can purchase your subscription renewal six months before your renewal date at Quicken.com.
Quicken Simplifi subscriptions renew at the current subscription price. For subscription pricing information, click here.
Getting a Refund
Quicken Simplifi offers a 30-day money-back satisfaction guarantee. You can receive a full refund of the purchase price (excluding shipping and handling fees) for any reason within 30 days. You are also entitled to a refund within 30 days of auto-renewal of your Quicken Simplifi subscription. For more information or to request a refund, click here.
Activate Your Subscription
To learn about activating a new Quicken Simplifi subscription, please see our FAQ here!
If you have any questions about managing your Quicken Simplifi subscription, our Support Team is happy to help!