What’s Quicken Simplifi?
Quicken Simplifi is a personal finance app from Quicken that makes it easy to understand and manage your money, so you can stay on top of your finances with confidence.
For more information about the differences between Quicken Classic and Quicken Simplifi, click here.
Can I import Quicken Classic to Simplifi?
Although Quicken Simplifi is made by Quicken, there is currently no feature that allows data to sync automatically between Quicken Simplifi and Quicken Classic. If you're interested in importing your Quicken Classic data into Quicken Simplifi, you can follow updates in our community here.
Is Quicken Simplifi a mobile app?
Quicken Simplifi is a web-based app you can access through a browser, and it also has a mobile app available on the Apple App Store and Google Play Store.
Can I use Quicken Simplifi anywhere?
Quicken Simplifi can be used anywhere in the U.S. and Canada. As long as you have an internet connection, you can access your account.
Note: For security reasons, you may have trouble signing in to Quicken Simplifi while traveling outside the U.S. or Canada or when using a VPN. If you sign in to the mobile app before leaving the U.S. or Canada, you may still be able to use the app while abroad.
Can I share my Simplifi data with others?
Quicken Simplifi now includes Space Sharing, which allows you to share access to your finances with one other person in each space without giving them your Quicken Simplifi login information. For more details about Space Sharing, click here.
Does Simplifi support international bank account connections?
Quicken Simplifi is designed to connect only with U.S. and Canadian financial accounts and currently supports USD and CAD only. It can track one currency at a time, so connecting both U.S. and Canadian accounts may cause balance discrepancies.
Does Quicken Simplifi offer business features?
While the standard Quicken Simplifi subscription does not include business features, Quicken Business & Personal offers tools for managing invoices, clients, and projects. For pricing and more information, visit the Quicken Business & Personal product page.
Can I use Simplifi without a subscription?
No, Quicken Simplifi requires an active annual subscription to use the service. Currently, only annual plans are available. Please note that renewals are charged at the full standard price. You can view current plans and pricing here.
Note: While the website may display pricing as a monthly rate, the total amount is billed annually.
Does the Classic subscription include Simplifi access?
Quicken Simplifi is a separate product and is not included with a Quicken Classic subscription. If you already have Quicken Classic and want to try Quicken Simplifi, click here.
Can I switch from Quicken Classic to Simplifi?
If you recently purchased Quicken Classic but would prefer Quicken Simplifi, you can contact Quicken Classic support to request a refund, then purchase Quicken Simplifi. All Quicken products come with a 30-day money-back guarantee. If it has been more than 30 days since your purchase, we’re unable to switch the subscriptions, as these are separate products.
Does Quicken Simplifi offer a student or military discount?
Quicken Simplifi does not currently offer a student or military discount.
How do I know my data is secure?
Protecting your financial data is a top priority. Quicken Simplifi securely transmits information from your bank using 256-bit encryption, and the data downloaded from your financial institutions is kept confidential and used only to update your accounts.
Can I import data from other financial tools?
Yes. You can import data into Quicken Simplifi as long as it’s in CSV format and matches our CSV template. We currently support CSV imports from Personal Capital, and you can also create your own CSV file using the template.
What’s the price of Quicken Simplifi?
For the most up-to-date pricing for Quicken Simplifi and other Quicken products, please visit our product page.
Do you offer a free trial?
While we do not offer a free trial, we do offer a 30-day money-back guarantee from your original purchase date. If Quicken Simplifi is not the right fit for you, you can have your purchase refunded by completing our Refund Request Form.
Purchased the wrong subscription?
If you purchased the wrong subscription, you can request a refund through the refund form or contact our support team for assistance.
How do I cancel my subscription?
If Quicken Simplifi isn’t the right fit for you, you can cancel at any time. Canceling your subscription turns off auto-renewal and allows you to keep access to Quicken Simplifi until the end of your current billing period. If a refund is issued, your access will end immediately, and your payment will be refunded in full. Click here for more information about canceling your account, or contact our support team for assistance.
What happens to my data after cancellation?
When your subscription is canceled or expires, your data remains stored on our servers, but you won’t be able to access it unless you renew. If you decide to subscribe again later, you can pick up where you left off.
Will my data be erased if I cancel?
If you do not want your financial data stored for future use, you will need to delete your bank accounts from Quicken Simplifi. If you have questions about removing your data, please contact our support team for assistance.
How do I contact support?
If you have additional questions about Quicken Simplifi, you can contact our support team by clicking the blue messenger icon in the bottom-right corner of the screen, or click here to view other ways to get in touch.
If Quicken Simplifi isn’t the right fit, explore our other products to find the option that works best for you.