Overview
Welcome to Quicken Simplifi! In this article, we'll cover how to get started with Quicken Simplifi. During your initial sign-in, Quicken Simplifi will ask a few questions about your current finances.
Looking for tips and tricks for using Quicken Simplifi? You can learn about new features and best practices on our blog! If you prefer a tutorial, check out our YouTube channel for how-to videos. You can also join the conversation and get advice from other users in the Simplifi Community.
Note: At this time, you must add an account to move forward in the Getting Started process and access Quicken Simplifi. If you prefer to add a manual account instead of connecting your accounts, you can learn how to do so here!
Step 1: Adding Accounts
Since Quicken Simplifi is designed to provide a consolidated view, you’ll start by adding your accounts. You can add linked or manual accounts, and if you miss one, you can always add it later.
Step 2: Confirm your Bills and Income
After adding your accounts, Quicken Simplifi will ask about your expected Bills and Income. Quicken Simplifi will automatically review your downloaded transactions and present a list of possible recurring items. You can easily deselect any of the presented transactions and add any additional transactions as needed.
Quicken Simplifi will use this information to create Recurring Transactions. These are used to build your monthly Spending Plan and your Projected Cash Flow. When Quicken Simplifi knows what to expect, it can help you predict your future account balances.
If you miss a Bill or Income transaction during this phase, no need to worry! You can add or edit your Recurring Transactions through the Settings menu in Quicken Simplifi at any time.
Once you've confirmed the recurring Bills and Income, Quicken Simplifi will take you to the Dashboard.
Step 3: Using Quicken Simplifi
In Quicken Simplifi, we like to make things easy and straightforward, including navigation! So here’s a quick breakdown of the Menu options:
Dashboard: Think of this as your home page. Every time you sign in you’ll be taken to the Dashboard, which provides a quick snapshot of your finances.
Transactions: View your accounts and manage transactions.
Spending Plan: Displays your Bills and Income, other planned expenses, and what you have left to spend for the month.
Savings Goals: Set and manage goals, and track progress towards goals such as a new car or summer vacation!
Bills & Income: Offers a glimpse into upcoming transactions.
Planning Tools: Explore different savings scenarios for your retirement.
Investments: Check out how your holdings are performing.
Watchlist: Create and manage mini-budgets that help you track and monitor specific spending areas.
Reports: Gain an in-depth view of your spending.
Refresh: Update your accounts to bring in any new transactions.
Notifications: View recent notifications.
Help Center: Search support articles or access help from Quicken Simplifi Coaches.
Settings: Manage your accounts, categories & tags, notification settings, recurring transactions, and transaction rules.
Profile: Sign out of Quicken Simplifi, access help articles and community, check achievements, and manage your Quicken Simplifi Account.
Frequently Asked Questions
Does Quicken Simplifi offer business features?
Does Quicken Simplifi offer business features?
Quicken Simplifi does not include business features. For that, we recommend Quicken Business & Personal! With Quicken Business & Personal, you can manage your business by creating and sending invoices, tracking projects and clients, and tracking business income and expenses.
Can I erase my data and start over?
Can I erase my data and start over?
While Quicken Simplifi does not have a feature that will delete all of your data, you can manually delete all of your accounts to start over. This support article has more details!
To learn more about Getting Started on the Quicken Simplifi Mobile App, please click here!
If you need any assistance with Getting Started in Quicken Simplifi, our Coaches are happy to help! Click here to learn how to contact us!