Overview
In Quicken Simplifi, a space is a dedicated area for your finances—like its own container—where you keep specific accounts and data together and control who can access them. This article explains how to switch between spaces in the Quicken Simplifi mobile app.
Before You Begin
If you're looking for steps to invite or remove members from your space, use the Quicken Simplifi web app instead, as these options are currently unavailable in the mobile app.
For a detailed step-by-step guide, see How to Use Spaces & Sharing in Quicken Simplifi.
Switch Between Spaces
If someone else is sharing a space with you, you can easily switch between spaces to work in each one as needed.
Open the Quicken Simplifi Mobile App.
Tap the profile icon in the upper-right corner.
Tap on the name of the space you currently have open.
Select the space you’d like to switch to.
Tap Done.
If you're looking for steps specific to the web app, please see How to use Spaces & Sharing in Quicken Simplifi.
If you have any questions or need help switching between spaces in Quicken Simplifi, reach out to our support team. Or start a live chat by clicking on the blue messenger icon in the bottom-right corner of the screen.