Quicken Simplifi

Learn some steps to troubleshoot issues with signing into Quicken Simplifi

Why Can't I Sign In?

A list of the most common download errors and steps to resolve them

Learn why you may be prompted to complete a multifactor authentication (MFA) when refreshing your accounts in Quicken Simplifi.

Learn how Quicken Simplifi calculates the balance for connected accounts, as well as how to troubleshoot and resolve balance discrepancies

Common causes and troubleshooting steps for missing transactions.

Learn about troubleshooting and resolving duplicate transactions in Quicken Simplifi

Learn how to troubleshoot and resolve duplicate accounts in Quicken Simplifi

Learn how your Investment Data gets updated in Quicken Simplifi

Learn about Planned Spending expenses versus Recurring expenses in the Spending Plan

How to close out your Spending Plan and resolve any outstanding items.

Learn how to undo a change that you just made in Quicken Simplifi

Learn about starting over in Quicken Simplifi

Learn some alternative solutions for not being able to print in Quicken Simplifi

Learn how authorized user accounts with American Express are handled in Quicken Simplifi

Learn about our Support options and how to contact us if you need assistance

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

{assigneeName} needs more information from you