Quicken

Learn how to create and use Watchlists in Quicken Simplifi

Using Watchlists on the Web App

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Getting Started in Quicken Simplifi

What Currencies Does Quicken Simplifi Support?

What's the Difference Between Quicken Simplifi and Quicken Classic?

Does Quicken Simplifi Work with Quicken Classic Data?

Introduction to the Community

What is Early Access, and How to Enable It in Quicken Simplifi

How Do I Manage My Quicken Simplifi Subscription?

Share Your Screen with Quicken Simplifi Support

How Do I Refresh My Accounts in Quicken Simplifi?

Getting Started

Getting to Know Your Dashboard

Managing Notifications in Quicken Simplifi

Earning Achievements in Quicken Simplifi

How to Use Spaces & Sharing in Quicken Simplifi

Using Quicken Simplifi's Dark Mode

Using the Credit Score Feature

Using Zillow to Track Real Estate Values

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

Using Privacy Mode

Using the Net Worth Feature

Using Quicken AI Chat

Quicken AI Disclosure and Consent

What You Can Do with Quicken AI Chat in Simplifi

Using Credit Card Details

Flagging Transactions in Quicken Simplifi on the Mobile App

Using Quicken Simplifi's Dark Mode on the Mobile App

Using Credit Card Details on the Mobile App

Using Privacy Mode on the Mobile App

How to Check Whether a Transaction Was Downloaded or Manually Entered in Quicken Simplifi

Give Feedback or Suggest Features in the Quicken Simplifi Mobile App

Using Simplifi

Using the Bills & Income Section

Using the Spending Dashboard in Quicken Simplifi

Upcoming

Understanding Your Spending Plan

Handling Transfers in the Spending Plan

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

Using Rollover in the Planned Spend Section of Your Spending Plan

How to Set Up the Spending Plan

How to Set Up a Spending Plan on the Mobile App

Resolving Outstanding Items in the Spending Plan in the Quicken Simplifi Mobile App

Spending Plan

Using Reports on the Quicken Simplifi Web App

Tracking Refunds in Quicken Simplifi

How to Import Historical Balances (Not Transactions) in Quicken Simplifi

Handling Transfers in Reports

Handling Transfers in Reports on the Mobile App

Reports

Tracking Investments in Quicken Simplifi

Investing: Balance Over Time

Investing: Performance Over Time

Managing Investment Transactions

How Investment Transactions are Handled in Reports and the Spending Plan

Tracking Cryptocurrency in Quicken Simplifi

Investments

Using Quicken Simplifi’s Savings Goals

Retirement Planner

Savings Goals

Using Bill Connect to Track Monthly Bills

Improved Bill Connect

Using Bill Connect to Track Credit Card Bills

Using Bill Connect to Track Credit Card Bills on the Mobile App

Bill Connect

Adding Accounts in Quicken Simplifi

New and Improved Way to Connect to Your Financial Institution (OAuth API)

How to Edit Your Bank Account Names and Types

What Account Types Are Supported in Quicken Simplifi?

How to Delete Accounts in Quicken Simplifi

How to Exclude Accounts from Reports and the Spending Plan

Marking Accounts as Closed

Switch a Connected Account to Manual Mode

How to Link Accounts

How Often Does Quicken Simplifi Update My Accounts?

Updating Your Bank Login Information

When and How to Reset Your Account Connections

How to Add and Remove Columns

Does Quicken Simplifi Have a Running Balance Column?

Asset Tracking in Quicken Simplifi

How to Track Loans and Liabilities in Quicken Simplifi

Using Projected Cash Flow

Reconciling Accounts in Quicken Simplifi

How to Hide Closed Accounts and Savings Goals from the Accounts List

Account to Account Transfers (A2A)

Managing When Your Connected Bank Updates

Managing Your Accounts