Overview
The Quicken Simplifi Mobile App gives you the freedom to track your finances on the go, and the Dashboard provides a simple way to view and manage your finances.
This article covers six key components of the Dashboard: Dashboard Tiles, Dashboard Customization, the Menu, your Profile, the Help Center, and Settings.
Dashboard Tiles
Most Quicken Simplifi functions are accessible directly from the Dashboard Tiles. At the top of the screen are the Account Summary Tiles, which give you an overview of the status of your accounts. Swipe left to view each tile, or tap a tile to view All Accounts.
In addition to the Account Summary Tiles, the Quicken Simplifi Mobile App offers nine additional tiles by default:
Note: Notifications display above the Account Summary Tiles on the Dashboard screen. You can dismiss the notifications by swiping left or right on each one.
Customizing the Dashboard
You can easily customize your Dashboard in Quicken Simplifi by moving or hiding the various cards. To do so, tap the pencil icon next to your name at the top, and then click Manage cards:
Note: You can also access the Customize Dashboard options from Settings.
To move the cards around to your preference, tap the drag handle icon to the left of each option and move it to the designated area, and then click Done:
To hide any of the cards, simply tap the toggle to turn it off and then click Done:
To reset your Dashboard layout to the default view, tap the Reset option in the upper right:
Menu
The Menu gives you access to all Quicken Simplifi features. To access the Menu, click the three lines in the upper left of any screen on the mobile app.
Profile
From the Profile menu, you can set up biometrics, manage your Quicken Simplifi account, adjust the appearance, and access the Quicken Simplifi Community or Help Center. You can also sign out of the Quicken Simplifi Mobile App from the Profile menu.
To access your Profile, select the Profile icon in the upper right corner of the Dashboard.
Help Center
The Help Center provides support articles, video tutorials, and access to our support team. Access the Help Center by selecting Help from the Menu icon, or by selecting Help Center from the Profile icon.
Settings
In Settings, you can manage accounts, recurring transactions, transaction rules, categories, tags, notification preferences, and customize your Dashboard.
You can access your Settings by selecting Settings from the Menu icon.
Learn more about using the Dashboard on the Quicken Simplifi Web App.
If you have any questions about your Dashboard, please don't hesitate to contact our support team.