Overview
Welcome to Quicken Simplifi! During your initial sign-in, Quicken Simplifi will ask a few questions about your finances to help you get started.
Check out our YouTube channel for tutorials and the Quicken Simplifi Blog for additional tips.
Step 1: Adding Accounts
One of Quicken Simplifi's primary functions is to consolidate your accounts in one place. The first step is to add your bank accounts.
Note: To add additional accounts, tap the Menu (three-line icon) in the upper left, choose Accounts from the left panel, then select +New at the upper right.
Step 2: Confirm Your Bills and Income
Once you've added your accounts, Quicken Simplifi will review the transactions and present a list of potential recurring items. You can deselect any unnecessary transactions and add additional bills or income as needed.
Quicken Simplifi will then use these items to create Recurring Transactions, which are used to build your Spending Plan and Projected Cash Flow. You can manage recurring transactions at any time through the Settings menu.
Step 3: Using Quicken Simplifi
Once you've confirmed your recurring Bills and Income, Quicken Simplifi will take you to the Dashboard. Tap the Menu (three-line icon) in the upper left to access Quicken Simplifi's features:
Dashboard: The Dashboard is the "home page" or landing page of the Quicken Simplifi Mobile App. It includes a snapshot of your finances and quick access to most features.
Transactions: Easily access and manage all of your transactions.
Accounts: Access the bank accounts added to Quicken Simplifi as well as the transactions that reside within them.
Spending Plan: A simple budget based on your monthly expected bills and income (recurring transactions), savings goal contributions, and other transactions.
Goals: Set financial goals and track your progress toward achieving your new car or dream vacation.
Bills & Income: Displays future income and expense items.
Planning Tools: Allows you to check your credit score for free.
Investments: Tracks the performance of your investment holdings.
Watchlist: Monitors customizable areas of spending.
Reports: Provides an in-depth look at your financial data.
Help: Access our support articles, YouTube channel, and the Quicken Simplifi Blog, as well as contact our support team.
Settings: Manage accounts, recurring series, rules, categories, tags, notification preferences, and dashboard customization.
Quicken Business & Personal will add the following menu options:
Frequently Asked Questions
Learn the answers to frequently asked questions for this topic!
Does Quicken Simplifi offer business features?
Does Quicken Simplifi offer business features?
Quicken Simplifi does not offer business features. However, Quicken Business & Personal lets you manage your business by creating and sending invoices, tracking projects and clients, and monitoring 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.
To learn more, see our article on Getting Started on the Quicken Simplifi Web App.
If you need assistance getting started in Quicken Simplifi, our support team is just a click away!