Getting to Know Your Dashboard on the Mobile App

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.

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:

You can customize your Dashboard by sorting or hiding items from view. From the Menu icon (three lines in the upper left), select Settings and then Customize Dashboard.

You can rearrange your Dashboard tiles by pressing the dots to the right and dragging the tiles into the preferred order. Tiles can also be hidden from view by clicking the eye icon to make a line appear. Click Save in the upper right when finished.

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.

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.

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.

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.