Getting Started on the Mobile App | Quicken Simplifi Help Center

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.

Note: To complete the setup process and access Quicken Simplifi, you’ll need to add either a connected or manual account.

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: For a step-by-step guide on how to add additional accounts, visit Adding Accounts on the Quicken Simplifi Mobile App.

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"; here you can view a snapshot of your finances and quickly access most Quicken Simplifi features.
Transactions: Easily access and manage all of your transactions.
Accounts: View the accounts you’ve added to Quicken Simplifi and their associated transactions.
Spending Plan: Create a simple monthly budget based on your expected bills, income, savings goal contributions, and other transactions.
Goals: Set financial goals and track your progress, whether you’re saving for a new car, a dream vacation, or something else.
Bills & Income: View upcoming income and expenses.
Planning Tools: Check your credit score for free.
Investments: Track the performance of your investment holdings.
Watchlist: Monitor the areas of spending that matter most to you.
Reports: Get an in-depth look at your financial data.
Help: Access support articles, our YouTube channel, and the Quicken Simplifi Blog, or contact our support team.
Settings: Manage your accounts, recurring series, rules, categories, tags, notification preferences, and Dashboard settings.

Quicken Business & Personal includes these additional menu options:

Clients & Projects: Add, edit, and manage clients and projects for your business.
Invoices: Create and send invoices to clients for services or goods sold.
Mileage: Track mileage for multiple vehicles for business or personal use.

Frequently Asked Questions

Find answers to frequently asked questions for this topic!

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?

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.

If you're looking for steps specific to the web app, please see our article Getting Started in Quicken Simplifi.

If you have any questions or need help getting started in Quicken Simplifi, reach out to our support team. Or start a live chat by tapping on the blue messenger icon in the bottom-right corner of the screen.