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Getting to Know Your Dashboard on the Mobile App

Learn about the Dashboard on the Quicken Simplifi Mobile App

Written by Natalie

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 Cards, Dashboard Customization, the Menu, your Profile, the Help Center, and Settings.

Dashboard Cards

Most Quicken Simplifi functions are accessible directly from the Dashboard Cards.

The Quicken Simplifi Mobile App offers fifteen cards by default:

  1. Review Transactions

  2. Notifications

  3. Account Summaries

  4. Net Worth

  5. Potential Recurring

  6. Recent Transactions

  7. Bills & Income

  8. Spending Plan

  9. Watchlists

  10. Holdings

  11. Investments

  12. Top Spending - This Month

  13. Savings Goals

  14. Achievements

  15. Credit Score

Customizing the Dashboard

  1. Locate the pencil icon next to your name and tap it.

  2. Tap Manage cards.

  3. Use the drag handle (six-dot icon) to reorder the cards.

  4. Tap Done to save the changes.

Alternatively, you can customize the Dashboard from Settings, then select Customize Dashboard.

Hide Dashboard Cards

  1. Locate the pencil icon next to your name and tap it.

  2. Tap Manage cards.

  3. Locate the card you want to hide.

  4. Tap the blue toggle to hide the card (blue: on, gray: off).

  5. Tap Done to save the changes.

Reset Dashboard Cards to Default

  1. Locate the pencil icon next to your name and tap it.

  2. Tap the Reset button.

  3. Tap Continue.

  4. Tap Done to save the changes.

Menu

The Menu gives you access to all Quicken Simplifi features. To access the Menu, tap the three-line icon in the upper-left corner.

Profile

The Profile menu allows you to:

  • Adjust the appearance.

  • Access your Achievements.

  • Set up biometrics.

  • Manage your Quicken Simplifi account.

  • Access the Quicken Simplifi Community or Help Center.

  • Sign out of the Quicken Simplifi Mobile App.

To access your Profile, select the Profile icon in the upper right corner of the Dashboard.

Help Center

Find helpful articles, video tutorials, and support in the Help Center. To open it, tap the Menu (three-line icon) and select Help.

Alternatively, you can tap the Profile icon and then Help.

Settings

In Settings, you can manage preferences for:

You can access your Settings by selecting Settings from the Menu icon.

If you're looking for steps specific to the web app, please see our article Getting to Know Your Dashboard.

If you have any questions or need help using your Dashboard in Quicken Simplifi, reach out to our support team.

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