Overview
The Quicken Simplifi Dashboard gives you a quick overview of your finances. It includes 12 default tiles that provide key financial insights and convenient shortcuts to other areas of the app and Reports.
Elements of the Dashboard
The default tiles consist of the following:
Top Spending Categories (in the last 30 Days)
Spending By Month (over the last 6 months)
Income by Month (over the last 6 months)
Customizing the Dashboard
You can customize your Dashboard by rearranging or hiding cards. To get started, click Customize in the upper-right corner.
To rearrange the cards, click and drag the drag handle next to a card to your preferred location, then click Done.
To hide a card, turn off its toggle, then click Done to save your changes.
To reset the default Dashboard layout, click Reset to Defaults at the bottom of the page.
Using Dashboard Tiles as a Shortcut
To view more details, click any Dashboard tile to open the related section or report.
Arranging Your Accounts List (QBP Only)
If you're using Quicken Business & Personal, you can choose whether your business or personal accounts appear first in your account list. To change the order:
On the Dashboard, click the three-dot menu next to +New.
Select Customize Account List.
Drag and drop your business and personal accounts into the desired order.
Click Update.
To learn more about using the Dashboard in the Quicken Simplifi Mobile App, click here.
If you have any questions about Quicken Simplifi, our support team is here to help.