Quicken

Learn about the Simplifi Dashboard and how to use it

Getting to Know Your Dashboard

Learn how to manage your Quicken Simplifi Notifications

Managing Notifications in Quicken Simplifi

Learn about using the Achievements feature in Quicken Simplifi

Earning Achievements in Quicken Simplifi

Learn how to share your Quicken Simplifi data with family and friends using Space Sharing

How to Share Your Quicken Simplifi Data

Learn how to switch between Light Mode and Dark Mode in Quicken Simplifi

Using Quicken Simplifi's Dark Mode

Learn how to use the Credit Score feature in Quicken Simplifi

Using the Credit Score Feature

Learn how to use Zillow in Quicken Simplifi to track the value of your real estate

Using Zillow to Track Real Estate Values

Learn what all of the Date Commands for the date picker calendars are

How to use date commands in Quicken Simplifi’s date picker calendars

Natalie

Nicole

Paco

Using Simplifi

Learn how to use the Bills & Income section in Quicken Simplifi!

Using the Bills & Income Section

Upcoming

Learn how to budget and track your monthly spending with the Quicken Simplifi Spending Plan.

Understanding Your Spending Plan

Learn how Credit Card Payments and Transfers are handled in the Spending Plan

How Credit Card Payments and Transfers Are Handled in the Spending Plan

Learn how to set a custom Income amount in the Spending Plan

How Do I Set a Custom Income Amount in the Spending Plan?

Learn how to use our Rollover feature in Planned Spend section of your Spending Plan!

Using Rollover in the Planned Spend Section of Your Spending Plan

Spending Plan

Learn how to create and use Watchlists in Quicken Simplifi

Using Watchlists

Watchlists

Learn how to use and customize Quicken Simplifi's Reports

Using Reports in Quicken Simplifi

Learn how Quicken Simplifi can help you keep track of expected refunds

Tracking Refunds

Learn how to manually import your account balance history in Quicken Simplifi for net worth tracking

How to Import Account Balance History

Reports

Learn how to track your Investments in Quicken Simplifi

Tracking Investments in Quicken Simplifi

Learn more about our Investing Balance Over Time feature

Investing: Balance Over Time

Learn more about the Investing Performance Over Time feature

Investing: Performance Over Time

Learn how to add and manage Investment Transactions in Quicken Simplifi

Managing Investment Transactions

Learn how Investment Transactions are handled in Reports and the Spending Plan

How Investment Transactions are Handled in Reports and the Spending Plan

Learn about tracking Cryptocurrency (crypto) in Quicken Simplifi

Tracking Cryptocurrency in Quicken Simplifi

Coach Kathryn

Investments

Learn how to create and contribute to your Savings Goals

Using Quicken Simplifi’s Savings Goals

Learn how to use the Retirement Planner in Quicken Simplifi

Retirement Planner

Savings Goals

Learn how to use Bill Connect to track your bills in Quicken Simplifi

Using Bill Connect to Track Your Bills

Improved Bill Connect

David K.

Bill Connect

Find answers and get help from Intercom Support and Community Experts

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