Overview
In Quicken Simplifi, a space is a dedicated area for your finances—like its own container—where you keep specific accounts and data together and control who can access them.
With Quicken Simplifi Spaces & Sharing, you can easily manage who can view and work with your financial information. This article explains how to update your space details, invite others to share your data, and resend or revoke access when needed. It also walks you through switching between shared spaces or leaving a space altogether, so you always stay in control of what you share and with whom you share it.
Note: Quicken Simplifi includes only one shareable Space. If you need more flexibility, Quicken Business & Personal offers up to three Spaces. For details on pricing and features, visit our Quicken Business & Personal product page.
View and Edit Your Space
You can access and edit the details of your Quicken Simplifi Space by following the steps below:
Click the ⚙️ Settings icon in the upper-right corner.
Select Spaces & sharing.
Find the financial space you want to edit.
Click Update this space.
Edit the details, such as the Name of your Quicken Simplifi Space or the Zip Code.
Invite a Member
You can share your Quicken Simplifi data with one additional member, who will need their own Quicken ID and password, but does not need their own Quicken Simplifi Subscription.
Currently, invitees must sign in using the Web app. If they try on the Mobile app, they’ll be prompted to sign up for a subscription. If they opened the invite in the Mobile app, they can simply return to the email and open it in a web browser to continue.
Click the ⚙️Settings icon in the upper-right corner.
Select Spaces & sharing.
Locate your Financial Space and click the three-dot menu to the upper right of it.
Select Invite member.
Enter the member's details:
First Name.
Last Name.
Email. (If the member already has a Quicken ID, you should use that email address. Otherwise, they’ll need to create a new Quicken ID with the email address you use for the invite.)
Click Invite member.
Note: Some limited-access capabilities—like sharing specific accounts or features or viewing and adding attachments to transactions—are not yet available, but may be added for Space Sharing in the future.
Once the invite is sent, you'll receive a confirmation email, and the additional member will receive an email inviting them to your space. The member will need to click Accept Invitation in the email sent to them.
Once the member accepts the invitation, they'll be able to sign in to Quicken Simplifi using their Quicken ID and password. At this point, the member will be accessing and using your Quicken Simplifi data.
Manage Members in Your Space
You can also manage the members in your space. If you need to resend an invitation or remove a member, simply follow the steps below:
Resend or Revoke an Invitation:
Click the ⚙️ Settings icon in the upper-right corner.
Select Spaces & sharing.
Find the financial space you want to manage members for.
Click Manage members.
Select the three-dot menu to the right of the member you'd like to manage.
Click Resend invitation or Revoke invitation.
Remove a Member from Your Space:
Click the ⚙️ Settings icon in the upper-right corner.
Select Spaces & sharing.
Find the financial space you want to manage members for.
Click Manage members.
Select the three-dot menu to the right of the member you'd like to manage.
Click Remove.
Click Continue to confirm.
Note: Removed members will receive an email notification stating that they have been removed.
Switch Between Spaces
If someone else is sharing a space with you, you can easily switch between spaces to work in each one as needed.
Click the ⚙️Settings icon in the upper-right corner.
Select Spaces & sharing.
Locate the financial space you’d like to work on.
Click the three-dot menu to the upper right of that space.
Click Switch to this space.
Leave a Space That's Being Shared With You
If someone else is sharing their space with you and you no longer want to work in it, you can leave that space by following the steps below.
Click the ⚙️ Settings icon in the upper-right corner.
Select Spaces & sharing.
Find the financial space you want to leave.
Click the three-dot menu in the upper-right corner of that space.
Click Leave this space.
Switch Between Spaces on the Mobile App
Open the Quicken Simplifi Mobile App.
Tap the Profile icon in the upper-right corner.
Tap on the Name of the space you currently have open.
Select the space you’d like to switch to.
Tap Done.
Note: Other Space Sharing features/abilities are currently unavailable in the Mobile App.
If you have any questions or need assistance with Space Sharing, please don't hesitate to reach out to our support team!