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:
What You've Spent (in the last few days)
Top Spending Categories (in the last 30 Days)
Spending By Month (over the last 6 months)
Income by Month (over the last 6 months)
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'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!