Overview
Quicken Simplifi offers different subscription options to meet your needs. You can upgrade to a higher subscription tier, downgrade to a lower tier, update your billing information, or manage your subscription renewal.
Note: If you purchased your subscription through the Apple App Store or Google Play Store, you'll need to manage subscription changes, billing, renewals, extensions, and refund requests directly through the applicable platform.
What's the difference between an update and an upgrade?
Although the terms sound similar, they refer to different things:
Update: A software update happens automatically and includes improvements to program functionality and fixes for known issues.
Upgrade: A subscription upgrade moves you to a higher subscription tier with additional features.
Upgrade to Quicken Business & Personal
Upgrading your subscription gives you access to business features that aren't included in the Basic plan.
Things to know:
You can upgrade at any time during your subscription term.
You can upgrade only once every 30 days.
The prorated value of your existing subscription is applied to your new plan.
Retail activation codes can also be used to upgrade your subscription.
You can upgrade your Quicken Simplifi subscription through the My Account section on Quicken.com.
Sign in to Quicken.com using your Quicken ID (email address).
Select Subscriptions from the left panel.
Select Manage Subscription.
If this option isn't available, select Resume Subscription, then Manage Subscription.
Select Change Plan.
On the Change Plan page, select the subscription tier you want.
Enter your payment information and complete the order.
After upgrading, sign out of Quicken Simplifi and sign back in to ensure the changes take effect.
Downgrade to Basic
Downgrading your subscription moves you to a lower tier, limiting your access to the features included in your previous plan.
Things to know:
You can downgrade only during the last six months of your subscription term.
The prorated value of your original subscription is applied to the new plan. When you downgrade from Quicken Business & Personal to the Basic plan, business features will be removed. However, previously created business categories and invoices will remain accessible.
You can downgrade your Quicken Simplifi subscription through the My Account section on Quicken.com.
Sign in to Quicken.com using your Quicken ID (email address).
Select Subscriptions from the left panel.
Select Manage Subscription.
Select Change Plan.
Follow the on-screen instructions to complete the change.
After downgrading, sign out of Quicken Simplifi and sign back in to ensure the changes take effect.
Extend Your Subscription
You can extend your Quicken Simplifi subscription by redeeming a retail activation code. However, this can only be done during the last six months of your current subscription term. You can't purchase and apply multiple subscription terms at the same time to extend your subscription.
Things to Know:
Retail activation codes are valid for one year from the date of purchase.
Quicken Simplifi subscriptions extend at the current subscription price.
For more information, see Quicken Simplifi subscription pricing.
Update Your Payment Method
You can update the payment method for your Quicken Simplifi subscription through the My Account section on Quicken.com.
Sign in to Quicken.com using your Quicken ID (email address).
Select Subscriptions from the left panel.
Select Manage Subscription.
Select Update Payment.
On the Set up payment method screen, enter your new payment information.
Click Save Billing.
Subscription Renewal
Your Quicken Simplifi subscription is set to renew automatically by default, helping you avoid interruptions to your service.
If you have automatic renewal enabled, no action is needed. You'll receive a notification before your subscription renews, and the payment method on file will be charged on your renewal date.
If automatic renewal isn't enabled, you can purchase a subscription renewal through Quicken.com starting six months before your renewal date.
Quicken Simplifi subscriptions renew at the current subscription price. For more information, see Quicken Simplifi subscription pricing.
Getting a Refund
Quicken Simplifi offers a 30-day money-back satisfaction guarantee. You can request a full refund of your purchase price, excluding shipping and handling fees, within 30 days of purchase.
You can also request a refund within 30 days of your subscription's automatic renewal.
For more information or to request a refund, see How to Cancel and get a Refund for Quicken Simplifi?
Activate Your Subscription
To learn how to activate a new Quicken Simplifi subscription, see How to Activate Your Quicken Simplifi Subscription.
If you have any questions about Quicken Simplifi, our support team is here to help.