Quicken

Learn about adding your accounts using the Quicken Simplifi Mobile App

Adding Accounts on the Mobile App

Learn how to rename your bank accounts and edit the account types on the Quicken Simplifi Mobile App.

How to Edit Your Bank Account Names and Types on the Mobile App

Learn how to delete bank accounts using the Quicken Simplifi Mobile App

How to Delete Accounts on the Mobile App

Learn how to mark your accounts as "closed" on the Quicken Simplifi Mobile App

Marking Accounts As Closed on the Mobile App

Learn how to use manual vs. connected accounts on the Quicken Simplifi Mobile App, and vice versa.

Switch a Connected Account to Manual Mode on the Mobile App

Learn how to refresh your accounts on the mobile app

How Do I Refresh My Accounts on the Mobile App?

Learn how to link accounts on the Quicken Simplifi Mobile App

How to Link Accounts on the Mobile App

Learn about tracking your Assets, such as your home or vehicle, on the Quicken Simplifi Mobile App

Asset Tracking on the Mobile App

Learn when and how to reset your account connections on the Quicken Simplifi Mobile App

When and How to Reset Your Account Connections on the Mobile App

Learn how to add, edit, delete, split, and attach receipts to transactions on the Quicken Simplifi Mobile App

Managing Transactions on the Mobile App

Learn how to create a positive transaction on the Quicken Simplifi Mobile App

How to Create an Income Transaction on the Mobile App

Learn the various uses for the All Transactions section on the Quicken Simplifi Mobile App

Using All Transactions on the Mobile App

Learn how to use Categories and Subcategories on the Quicken Simplifi Mobile App

Managing Categories and Subcategories on the Mobile App

Learn how to change transaction categories in the Quicken Simplifi Mobile App.

Recategorizing Your Transactions on the Mobile App

Learn about managing and using Tags on the Quicken Simplifi Mobile App

Using Tags to Organize Transactions on the Quicken Simplifi Mobile App

Learn how to create and use Transaction Rules on the Quicken Simplifi Mobile App

Using Transaction Rules on the Mobile App

Learn how to create, manage, and track your Recurring Bills and Income on the Quicken Simplifi Mobile App

Managing Recurring Transactions on the Mobile App

Learn how to link and unlink transactions to Reminders on the Quicken Simplifi Mobile App

Link Transactions to Reminders in the Quicken Simplifi Mobile App

Learn how to skip one of your Reminders on the Quicken Simplifi Mobile App

How to Skip an Instance of a Recurring Reminder on the Mobile App

Learn how to exclude and include transactions from Reports and the Spending Plan on the Quicken Simplifi Mobile App

How to Exclude and Include Transactions from Reports and the Spending Plan on the Mobile App

Learn how to create and manage Transfers on the Quicken Simplifi Mobile App

How Do Transfers Work on the Mobile App?

Learn how to access your projected balances and use the Projected Cash Flow feature on the Quicken Simplifi Mobile App

Using Projected Cash Flow on the Mobile App

Learn how to exclude accounts from Reports and the Spending Plan on the Quicken Simplifi Mobile App

How to Exclude Accounts From Reports and the Spending Plan on the Mobile App

Learn how to hide closed accounts and savings goals from your account list on the Quicken Simplifi Mobile App.

How to Hide Closed Accounts and Savings Goals on the Quicken Simplifi Mobile App

Learn how to link your Apple Wallet accounts, including your Apple Card, in Quicken Simplifi!

How to Add Your Apple Wallet Accounts

Natalie

Nicole

Coach Kathryn

Managing Accounts and Transactions on the Simplifi Mobile App

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.