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Getting to Know Your Dashboard

Learn about the Simplifi Dashboard and how to use it

Nicole avatar
Written by Nicole
Updated over 2 weeks ago

Overview

The Quicken Simplifi Dashboard is a convenient overview of your finances! The Dashboard has eleven default tiles that give you a quick snapshot of your finances, and act as a shortcut to different areas and Reports.


Elements of the Dashboard

The default tiles consist of the following:

Each of these tiles can be moved around to your liking, too! Just click, drag, and drop each tile until you find your favorite layout!

To use the Dashboard tiles as a shortcut, simply click the tile that you'd like to get more details on!

If you're subscribed to Quicken Business & Personal, you can arrange your account list to show business or personal accounts at the top. You can do this by:

  1. On your Dashboard, click on the three-dot icon to the right of + Account.

  2. Select Customize account list.

  3. Drag and drop to reorder your business and personal accounts as needed.

  4. Click Update.

If you'd like to reset your Dashboard view to the original layout, you can do so by hovering over the panel on the left-hand side and selecting Profile and then selecting Reset Dashboard Layout.


To learn more about using the Dashboard on the Quicken Simplifi Mobile App, please click here!

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