Quicken

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

Using the Bills & Income Section

Learn about using the Spending feature in Quicken Simplifi

Using the Spending Dashboard in Quicken Simplifi

Natalie

Dora R

Upcoming

Create a custom design with text, images, and links

Quicken Simplifi

About Us

Quicken vs Monarch

Classic Support

Quicken Business & Personal

Careers

Quicken vs YNAB

Simplifi Support

Quicken LifeHub

Press

Quicken vs FreshBooks

Business & Personal Support

Plans & Pricing

Quicken checks

Quicken vs accounting apps

LifeHub Support

Affiliate programs

Quicken vs spreadsheets

Blog

Why Quicken

Quicken Canada

Web & Mobile Products

About Quicken

Compare

Support

Quicken Homepage

Community

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

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

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

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

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

Style guide

Article page title

Home hero title

English

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

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 Watchlists on the Web App

Watchlists

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

Managing Your Accounts