What’s Quicken Simplifi?
Quicken Simplifi is a personal finance app designed by Quicken to make understanding your personal finances quick and easy. With Quicken Simplifi, you can stay on top of your financial future with confidence!
For more information on the differences between Quicken Classic and Quicken Simplifi, click here!
Can I import Quicken Classic to Simplifi?
Even though Quicken Simplifi was created by Quicken, there is no feature that allows you to automatically share your Quicken Simplifi data with Quicken and vice versa. If you’re interested in importing your Quicken Classic data into Quicken Simplifi, follow us in our Community here!
Is Quicken Simplifi a mobile app?
Quicken Simplifi is a web-based program that’s accessed through a website, but we do offer a mobile app that you can use without ever having to log in to our website! It’s available on the Google Play Store and the Apple App Store.
Can I use Quicken Simplifi anywhere?
Quicken Simplifi can be used anywhere in the U.S. and Canada. If you’ve got access to the internet, you can connect to your account.
Note: For your security, you may have trouble signing in to Quicken Simplifi when traveling outside the U.S. or Canada or when using a VPN (virtual private network). If you sign in on our 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 offers Space Sharing! With Space Sharing, you can share your finances with one other person in each space, without having to share your login credentials for Quicken Simplifi. For more on Space Sharing, click here!
Does Simplifi support international bank account connections?
Quicken Simplifi is only intended to connect with U.S. and Canadian bank accounts, and we only support the U.S Dollar and the Canadian Dollar.
Quicken Simplifi can only support one currency at a time. Connecting both a U.S. and a Canadian account, or an account that uses multiple currencies, may result in balance discrepancies.
Does Quicken Simplifi offer business features?
While the base Quicken Simplifi subscription does not include business features, we do offer Quicken Business & Personal, which adds the ability to create and manage invoices, clients, and projects for all your business needs.
For pricing and more information on Quicken Business & Personal, visit our Quicken Business & Personal product page!
Can I use Simplifi without a subscription?
No, you’ll need an active annual subscription to use Quicken Simplifi. We currently only offer annual plans. You can view our plans and pricing here!
Does the Classic subscription include Simplifi access?
Quicken Simplifi is a standalone product from Quicken and is not included in your existing Quicken Classic subscription.
If you already have a Quicken Classic subscription and would like to give Quicken Simplifi a try, click here!
Can I switch from Quicken Classic to Simplifi?
If you've recently purchased Quicken Classic and want Quicken Simplifi, you can contact Quicken Classic Support for a refund, and then proceed with purchasing Quicken Simplifi. All Quicken products offer a 30-day money-back guarantee. If it has been more than 30 days, we cannot switch the subscriptions since these are two different 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?
The privacy and security of your financial data are a top priority for us. We securely transmit data from your bank servers using robust 256-bit encryption. The information downloaded from your financial institutions is confidential and used only to update your accounts.
Can I import data from other financial tools?
Yes. You can import data from any financial tool, as long as the file is in CSV format and follows our CSV template. We currently support CSV imports from Personal Capital, and you can also create your own CSV file using our template.
What’s the price of Quicken Simplifi?
For the most up-to-date pricing on 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?
No need to worry! If you purchased the wrong subscription, reach out to our support team for assistance!
How do I cancel my subscription?
If you feel like Quicken Simplifi isn’t the right choice for you, you can cancel at any time. Click here for more details on canceling your Quicken Simplifi account, or you can contact one of our support agents, who’d also be happy to assist. We appreciate you giving us a shot!
What happens to my data after cancellation?
When you cancel your subscription, or it expires, your data remains stored on our servers, so if you decide to sign up again, you can pick up where you left off.
Will my data be erased if I cancel?
If you do not wish to have your financial data stored for later use, you will have to delete your bank accounts from Quicken Simplifi, and your data will not be stored for future use. If you have additional questions on how to delete your data, reach out to one of our support agents.
How do I contact support?
If you have additional questions about Quicken Simplifi, you can always reach out to one of our support agents by clicking on the blue messenger icon located in the bottom-right corner of the screen, or you can click here to see our other methods of contacting support.
If Quicken Simplifi is not for you, check out our other products to see what best works for you!