# Quicken Simplifi Help Center

> Help center for Quicken

## Getting Started

- [Getting Started in Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/4284318-getting-started-in-quicken-simplifi.md): Learn the basics of getting started with Quicken Simplifi
- [What Currencies Does Quicken Simplifi Support?](https://support.simplifi.quicken.com/en/articles/3828353-what-currencies-does-quicken-simplifi-support.md): Learn what currencies are supported in Quicken Simplifi
- [What's the Difference Between Quicken Simplifi and Quicken Classic?](https://support.simplifi.quicken.com/en/articles/6380989-what-s-the-difference-between-quicken-simplifi-and-quicken-classic.md): Learn some of the differences between Quicken Simplifi and Quicken Classic
- [Does Quicken Simplifi Work with Quicken Classic Data?](https://support.simplifi.quicken.com/en/articles/5654065-does-quicken-simplifi-work-with-quicken-classic-data.md): Learn about using your Quicken data in Simplifi
- [Introduction to the Community](https://support.simplifi.quicken.com/en/articles/5728786-introduction-to-the-community.md): Learn about our wonderful Community!
- [What is Early Access, and How to Enable It in Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/8174820-what-is-early-access-and-how-to-enable-it-in-quicken-simplifi.md): Help the Quicken Simplifi team continue to innovate!
- [How Do I Manage My Quicken Simplifi Subscription?](https://support.simplifi.quicken.com/en/articles/13703801-how-do-i-manage-my-quicken-simplifi-subscription.md): This article explains how to manage your Quicken Simplifi subscription, including how to upgrade, downgrade, update billing, renew, and request a refund
- [Share Your Screen with Quicken Simplifi Support](https://support.simplifi.quicken.com/en/articles/15787732-share-your-screen-with-quicken-simplifi-support.md): How to share your screen with a Quicken Simplifi representative

## Using Simplifi

- [Getting to Know Your Dashboard](https://support.simplifi.quicken.com/en/articles/3357180-getting-to-know-your-dashboard.md): Learn about the Simplifi Dashboard and how to use it
- [Managing Notifications in Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/4720196-managing-notifications-in-quicken-simplifi.md): Learn how to manage your Quicken Simplifi Notifications
- [Earning Achievements in Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/5518419-earning-achievements-in-quicken-simplifi.md): Learn about using the Achievements feature in Quicken Simplifi
- [How to Use Spaces & Sharing in Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/6443103-how-to-use-spaces-sharing-in-quicken-simplifi.md): Learn how to share your Quicken Simplifi data with family and friends using Space Sharing
- [Using Quicken Simplifi's Dark Mode](https://support.simplifi.quicken.com/en/articles/8410237-using-quicken-simplifi-s-dark-mode.md): Learn how to switch between Light Mode and Dark Mode in Quicken Simplifi
- [Using the Credit Score Feature](https://support.simplifi.quicken.com/en/articles/8981687-using-the-credit-score-feature.md): Learn how to use the Credit Score feature in Quicken Simplifi
- [Using Zillow to Track Real Estate Values](https://support.simplifi.quicken.com/en/articles/9406300-using-zillow-to-track-real-estate-values.md): Learn how to use Zillow in Quicken Simplifi to track the value of your real estate.
- [How to use date commands in Quicken Simplifi’s date picker calendars](https://support.simplifi.quicken.com/en/articles/9664353-how-to-use-date-commands-in-quicken-simplifi-s-date-picker-calendars.md): Learn what all of the Date Commands for the date picker calendars are
- [Using Privacy Mode](https://support.simplifi.quicken.com/en/articles/13172063-using-privacy-mode.md): Learn how Privacy Mode helps hide sensitive information when showing Quicken Simplifi to others
- [Using the Net Worth Feature](https://support.simplifi.quicken.com/en/articles/13337631-using-the-net-worth-feature.md): Learn about using the Net Worth feature in Quicken Simplifi
- [Using Quicken Assist Chat](https://support.simplifi.quicken.com/en/articles/13343650-using-quicken-assist-chat.md): Learn how Quicken Simplifi's AI Assist Chat feature can help you understand your finances
- [Quicken Assist Disclosure and Consent](https://support.simplifi.quicken.com/en/articles/13553075-quicken-assist-disclosure-and-consent.md)
- [What You Can Do with Quicken Assist Chat in Simplifi](https://support.simplifi.quicken.com/en/articles/13929605-what-you-can-do-with-quicken-assist-chat-in-simplifi.md)
- [Using Credit Card Details](https://support.simplifi.quicken.com/en/articles/14624970-using-credit-card-details.md): Learn about credit card details, such as credit limits and credit usage, in Quicken Simplifi
- [Using the Bills & Income Section](https://support.simplifi.quicken.com/en/articles/4109588-using-the-bills-income-section.md): Learn how to use the Bills & Income section in Quicken Simplifi!
- [Understanding Your Spending Plan](https://support.simplifi.quicken.com/en/articles/4212702-understanding-your-spending-plan.md): Learn how to budget and track your monthly spending with the Quicken Simplifi Spending Plan.
- [Handling Transfers in the Spending Plan](https://support.simplifi.quicken.com/en/articles/5142302-handling-transfers-in-the-spending-plan.md): Learn how Credit Card Payments and Transfers are handled in the Spending Plan
- [How Do I Set a Custom Income Amount in the Spending Plan?](https://support.simplifi.quicken.com/en/articles/5528672-how-do-i-set-a-custom-income-amount-in-the-spending-plan.md): Learn how to set a custom Income amount in the Spending Plan
- [Using Rollover in the Planned Spend Section of Your Spending Plan](https://support.simplifi.quicken.com/en/articles/9029030-using-rollover-in-the-planned-spend-section-of-your-spending-plan.md): Learn how to use our Rollover feature in Planned Spend section of your Spending Plan!
- [How to Set Up the Spending Plan](https://support.simplifi.quicken.com/en/articles/14893966-how-to-set-up-the-spending-plan.md): Learn how to create your spending plan.
- [How to Set Up a Spending Plan on the Mobile App](https://support.simplifi.quicken.com/en/articles/14982841-how-to-set-up-a-spending-plan-on-the-mobile-app.md): Learn how to create your spending plan on the Mobile App
- [Using Watchlists on the Web App](https://support.simplifi.quicken.com/en/articles/3472367-using-watchlists-on-the-web-app.md): Learn how to create and use Watchlists in Quicken Simplifi
- [Using Reports on the Quicken Simplifi Web App](https://support.simplifi.quicken.com/en/articles/4592676-using-reports-on-the-quicken-simplifi-web-app.md): Learn how to access, use, customize, and print/export Quicken Simplifi's Reports
- [Tracking Refunds in Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/4606217-tracking-refunds-in-quicken-simplifi.md): Learn how Quicken Simplifi can help you keep track of expected refunds.
- [How to Import Historical Balances \(Not Transactions\) in Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/8912157-how-to-import-historical-balances-not-transactions-in-quicken-simplifi.md): Learn how to manually import your balance history in Quicken Simplifi for net worth tracking.
- [Handling Transfers in Reports](https://support.simplifi.quicken.com/en/articles/14812140-handling-transfers-in-reports.md): Learn how to manage transfers in Reports on the Web App.
- [Handling Transfers in Reports on the Mobile App](https://support.simplifi.quicken.com/en/articles/14831595-handling-transfers-in-reports-on-the-mobile-app.md): Learn how to manage transfers in Reports on the Mobile App.
- [Tracking Investments in Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/4474538-tracking-investments-in-quicken-simplifi.md): Learn how to track your Investments in Quicken Simplifi
- [Investing: Balance Over Time](https://support.simplifi.quicken.com/en/articles/5624731-investing-balance-over-time.md): Learn more about our Investing Balance Over Time feature
- [Investing: Performance Over Time](https://support.simplifi.quicken.com/en/articles/6542812-investing-performance-over-time.md): Learn more about the Investing Performance Over Time feature
- [Managing Investment Transactions](https://support.simplifi.quicken.com/en/articles/6540220-managing-investment-transactions.md): Learn how to add and manage Investment Transactions in Quicken Simplifi
- [How Investment Transactions are Handled in Reports and the Spending Plan](https://support.simplifi.quicken.com/en/articles/8241194-how-investment-transactions-are-handled-in-reports-and-the-spending-plan.md): Learn how Investment Transactions are handled in Reports and the Spending Plan
- [Tracking Cryptocurrency in Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/7919674-tracking-cryptocurrency-in-quicken-simplifi.md): Learn about tracking Cryptocurrency \(crypto\) in Quicken Simplifi
- [Using Quicken Simplifi’s Savings Goals](https://support.simplifi.quicken.com/en/articles/3676756-using-quicken-simplifi-s-savings-goals.md): Learn how to create and contribute to your Savings Goals
- [Retirement Planner](https://support.simplifi.quicken.com/en/articles/10339048-retirement-planner.md): Learn how to use the Retirement Planner in Quicken Simplifi
- [Using Bill Connect to Track Monthly Bills](https://support.simplifi.quicken.com/en/articles/4962798-using-bill-connect-to-track-monthly-bills.md): Learn how to use Bill Connect to track your monthly bills in Quicken Simplifi
- [Improved Bill Connect](https://support.simplifi.quicken.com/en/articles/11408337-improved-bill-connect.md): Reconnect your billers with our new service provider in a few simple steps.
- [Using Bill Connect to Track Credit Card Bills](https://support.simplifi.quicken.com/en/articles/14465511-using-bill-connect-to-track-credit-card-bills.md): Learn how to use Bill Connect to track your credit card bills in Quicken Simplifi
- [Using Bill Connect to Track Credit Card Bills on the Mobile App](https://support.simplifi.quicken.com/en/articles/15296966-using-bill-connect-to-track-credit-card-bills-on-the-mobile-app.md): Learn how to use Bill Connect to track your credit card bills in Quicken Simplifi on the Mobile App

## Managing Your Accounts

- [Adding Accounts in Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/4295304-adding-accounts-in-quicken-simplifi.md): Learn how to add your accounts in Quicken Simplifi
- [New and Improved Way to Connect to Your Financial Institution \(OAuth API\)](https://support.simplifi.quicken.com/en/articles/6997452-new-and-improved-way-to-connect-to-your-financial-institution-oauth-api.md): Learn about the API connection method and specific financial institutions' restrictions
- [How to Edit Your Bank Account Names and Types](https://support.simplifi.quicken.com/en/articles/3453445-how-to-edit-your-bank-account-names-and-types.md): Learn how to rename your accounts and edit the account types in Quicken Simplifi.
- [What Account Types Are Supported in Quicken Simplifi?](https://support.simplifi.quicken.com/en/articles/6060379-what-account-types-are-supported-in-quicken-simplifi.md): Learn the account types that are currently supported in Quicken Simplifi
- [How to Delete Accounts in Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/3453929-how-to-delete-accounts-in-quicken-simplifi.md): Learn about deleting your accounts in Quicken Simplifi
- [How to Exclude Accounts from Reports and the Spending Plan](https://support.simplifi.quicken.com/en/articles/5160316-how-to-exclude-accounts-from-reports-and-the-spending-plan.md): Learn how to exclude accounts from Reports and the Spending Plan in Quicken Simplifi
- [Marking Accounts as Closed](https://support.simplifi.quicken.com/en/articles/5149428-marking-accounts-as-closed.md): Learn how to mark your accounts as "closed" in Quicken Simplifi.
- [Switch a Connected Account to Manual Mode](https://support.simplifi.quicken.com/en/articles/5321064-switch-a-connected-account-to-manual-mode.md): Learn how to use manual vs. connected accounts in Quicken Simplifi.
- [How to Link Accounts](https://support.simplifi.quicken.com/en/articles/4959544-how-to-link-accounts.md): Learn how to link accounts in Quicken Simplifi
- [How Often Does Quicken Simplifi Update My Accounts?](https://support.simplifi.quicken.com/en/articles/5538663-how-often-does-quicken-simplifi-update-my-accounts.md): Let’s talk about how often Quicken Simplifi updates accounts.
- [Updating Your Bank Login Information](https://support.simplifi.quicken.com/en/articles/6063390-updating-your-bank-login-information.md): Learn how to update the bank login information for connected accounts in Quicken Simplifi!
- [When and How to Reset Your Account Connections](https://support.simplifi.quicken.com/en/articles/4857199-when-and-how-to-reset-your-account-connections.md): Learn when and how to reset your account connections in Quicken Simplifi
- [How to Add and Remove Columns](https://support.simplifi.quicken.com/en/articles/3569750-how-to-add-and-remove-columns.md): Learn how to add and remove columns in Quicken Simplifi
- [Does Quicken Simplifi Have a Running Balance Column?](https://support.simplifi.quicken.com/en/articles/4705661-does-quicken-simplifi-have-a-running-balance-column.md): Learn why Quicken Simplifi doesn't offer a running balance column
- [Asset Tracking in Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/3469358-asset-tracking-in-quicken-simplifi.md): Learn about tracking your assets, such as your home or vehicle, in Quicken Simplifi
- [How to Track Loans and Liabilities in Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/4593261-how-to-track-loans-and-liabilities-in-quicken-simplifi.md): Learn how to track your loans and liabilities in Quicken Simplifi
- [Using Projected Cash Flow](https://support.simplifi.quicken.com/en/articles/3357429-using-projected-cash-flow.md): Learn how to access your projected balances and use the Projected Cash Flow feature in Quicken Simplifi
- [Reconciling Accounts in Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/8218379-reconciling-accounts-in-quicken-simplifi.md)
- [How to Hide Closed Accounts and Savings Goals from the Accounts List](https://support.simplifi.quicken.com/en/articles/8392725-how-to-hide-closed-accounts-and-savings-goals-from-the-accounts-list.md): Learn how to hide Closed Accounts and Savings Goals from your Accounts List in Quicken Simplifi
- [Account to Account Transfers \(A2A\)](https://support.simplifi.quicken.com/en/articles/9980256-account-to-account-transfers-a2a.md): Check out how you can transfer funds from one account to another in Quicken Simplifi
- [Managing When Your Connected Bank Updates](https://support.simplifi.quicken.com/en/articles/10338690-managing-when-your-connected-bank-updates.md): Learn how to set up when you want a connected bank to update!
- [How Does Quicken Simplifi Connect to My Bank?](https://support.simplifi.quicken.com/en/articles/5687989-how-does-quicken-simplifi-connect-to-my-bank.md): Learn how Quicken Simplifi connects to your financial institutions
- [Using Kelley Blue Book to Track Automobile Values on the Web App](https://support.simplifi.quicken.com/en/articles/13172060-using-kelley-blue-book-to-track-automobile-values-on-the-web-app.md): Learn how to link to Kelley Blue Book \(KBB\) to automatically track your automobile values on the Quicken Simplifi Web App
- [Errors When Attempting to Add 529 Accounts to Simplifi](https://support.simplifi.quicken.com/en/articles/15783964-errors-when-attempting-to-add-529-accounts-to-simplifi.md): How to resolve errors when adding 529 accounts to Simplifi

## Managing Your Transactions

- [Managing Transactions in Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/3348103-managing-transactions-in-quicken-simplifi.md): Learn how to Add, Edit, Delete, Split, and Attach Receipts to Transactions in Quicken Simplifi
- [How to Create an Income/Deposit Transaction](https://support.simplifi.quicken.com/en/articles/3359548-how-to-create-an-income-deposit-transaction.md): Learn how to create a positive transaction in Quicken Simplifi
- [How to Manually Import Transactions in Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/4413430-how-to-manually-import-transactions-in-quicken-simplifi.md): Learn how to import transactions using a CSV file
- [How to Track Pre-Deposit Paycheck Deductions](https://support.simplifi.quicken.com/en/articles/5983781-how-to-track-pre-deposit-paycheck-deductions.md): Learn how to track your pre-deposit paycheck deductions in Quicken Simplifi
- [How Do I Track Cash in Quicken Simplifi?](https://support.simplifi.quicken.com/en/articles/5784052-how-do-i-track-cash-in-quicken-simplifi.md): Learn how to track your cash in Quicken Simplifi
- [Searching and Filtering Transactions in Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/6354977-searching-and-filtering-transactions-in-quicken-simplifi.md): Learn how to search and filter transactions in Quicken Simplifi
- [Does Quicken Simplifi Download Pending Transactions?](https://support.simplifi.quicken.com/en/articles/5654045-does-quicken-simplifi-download-pending-transactions.md): Learn how Quicken Simplifi handles pending bank transactions
- [Managing Categories and Subcategories](https://support.simplifi.quicken.com/en/articles/4378958-managing-categories-and-subcategories.md): Learn how to use Categories and Subcategories in Quicken Simplifi
- [How to Recategorize a Transaction](https://support.simplifi.quicken.com/en/articles/3348227-how-to-recategorize-a-transaction.md): Learn how to change Categories assigned by Quicken Simplifi.
- [Using Tags to Organize Transactions in Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/4378963-using-tags-to-organize-transactions-in-quicken-simplifi.md): Learn about managing and using Tags in Quicken Simplifi
- [How to Use Transaction Rules in the Web App](https://support.simplifi.quicken.com/en/articles/4792733-how-to-use-transaction-rules-in-the-web-app.md): Learn how to create and use Transaction Rules in Quicken Simplifi
- [Managing Recurring Transactions](https://support.simplifi.quicken.com/en/articles/3625912-managing-recurring-transactions.md): Learn how to create, manage, and track your Recurring Bills and Income in Quicken Simplifi.
- [What's the Difference Between 'Bills' and 'Subscriptions'?](https://support.simplifi.quicken.com/en/articles/5416541-what-s-the-difference-between-bills-and-subscriptions.md): Learn some options for using 'Bills' versus 'Subscriptions' in Quicken Simplifi
- [Link Transactions to Reminders](https://support.simplifi.quicken.com/en/articles/4436514-link-transactions-to-reminders.md): Learn how to link and unlink transactions to Reminders in Quicken Simplifi.
- [How to Skip an Instance of a Recurring Reminder](https://support.simplifi.quicken.com/en/articles/5541878-how-to-skip-an-instance-of-a-recurring-reminder.md): Learn how to skip one of your Reminders in Quicken Simplifi
- [What Do the Colored Icons for Reminders Mean?](https://support.simplifi.quicken.com/en/articles/5669799-what-do-the-colored-icons-for-reminders-mean.md): Learn about the Icon Colors for your Reminders
- [Flagging Transactions in Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/5662568-flagging-transactions-in-quicken-simplifi.md): Learn how to flag transactions in Quicken Simplifi
- [How to Exclude and Include Transactions from Reports and the Spending Plan](https://support.simplifi.quicken.com/en/articles/3569626-how-to-exclude-and-include-transactions-from-reports-and-the-spending-plan.md): Learn how to exclude and include transactions from Reports and the Spending Plan in Quicken Simplifi
- [How Do Transfers Work?](https://support.simplifi.quicken.com/en/articles/3352152-how-do-transfers-work.md): Learn how to create and manage Transfers in Quicken Simplifi
- [How to Export Transactions from Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/3404263-how-to-export-transactions-from-quicken-simplifi.md): Learn how to download your transactions to a CSV file
- [Using the 'Reviewed' Column](https://support.simplifi.quicken.com/en/articles/5225070-using-the-reviewed-column.md): Learn a couple of uses for the 'Reviewed' Column in Quicken Simplifi
- [Tracking Shared Expenses](https://support.simplifi.quicken.com/en/articles/8229807-tracking-shared-expenses.md): How to track shared expenses in Quicken Simplifi
- [Amount Matching for Recurring Transactions](https://support.simplifi.quicken.com/en/articles/9174873-amount-matching-for-recurring-transactions.md): Learn how to use the Amount Matching feature in Quicken Simplifi to handle Recurring Transactions with differing amounts each month
- [Using the Spending and Income Tabs](https://support.simplifi.quicken.com/en/articles/12832042-using-the-spending-and-income-tabs.md): Learn about the Spending and Income tabs in your account registers
- [Why Is Quicken Simplifi Not Showing All My Transactions?](https://support.simplifi.quicken.com/en/articles/13893145-why-is-quicken-simplifi-not-showing-all-my-transactions.md): Learn how to adjust your transaction date range.
- [Searching and Filtering Transactions in Quicken Simplifi Using the Mobile App](https://support.simplifi.quicken.com/en/articles/15396152-searching-and-filtering-transactions-in-quicken-simplifi-using-the-mobile-app.md): Learn how to search and filter transactions in Quicken Simplifi using the Mobile App

## Using the Simplifi Mobile App

- [Getting Started on the Mobile App](https://support.simplifi.quicken.com/en/articles/6098227-getting-started-on-the-mobile-app.md): Learn how to get started with Quicken Simplifi on the Mobile App
- [Getting to Know Your Dashboard on the Mobile App](https://support.simplifi.quicken.com/en/articles/4564905-getting-to-know-your-dashboard-on-the-mobile-app.md): Learn about the Dashboard on the Quicken Simplifi Mobile App
- [Using the Spending Plan on the Mobile App](https://support.simplifi.quicken.com/en/articles/3620741-using-the-spending-plan-on-the-mobile-app.md): Learn how to plan for and track your monthly spending on the Quicken Simplifi Mobile App
- [How To Set a Custom Income Amount on the Quicken Simplifi Mobile App](https://support.simplifi.quicken.com/en/articles/6467560-how-to-set-a-custom-income-amount-on-the-quicken-simplifi-mobile-app.md): Learn how to set a custom Income amount in the Spending Plan on the Quicken Simplifi Mobile App
- [Handling Transfers in the Spending Plan on the Mobile App](https://support.simplifi.quicken.com/en/articles/6467911-handling-transfers-in-the-spending-plan-on-the-mobile-app.md): Learn how Credit Card Payments and Transfers are handled in the Spending Plan on the Quicken Simplifi Mobile App
- [Using Watchlists on the Mobile App](https://support.simplifi.quicken.com/en/articles/4637231-using-watchlists-on-the-mobile-app.md): Learn how to use Watchlists on the Quicken Simplifi Mobile App
- [Using the Bills & Income Section on the Mobile App](https://support.simplifi.quicken.com/en/articles/4775646-using-the-bills-income-section-on-the-mobile-app.md): Learn how to use the Bills & Income section on the Quicken Simplifi Mobile App
- [Tracking Refunds on the Mobile App](https://support.simplifi.quicken.com/en/articles/4731806-tracking-refunds-on-the-mobile-app.md): Learn how to track expected refunds on the Quicken Simplifi Mobile App
- [Using Reports on the Quicken Simplifi Mobile App](https://support.simplifi.quicken.com/en/articles/4730541-using-reports-on-the-quicken-simplifi-mobile-app.md): Learn how to access, use, and customize Quicken Simplifi's Reports
- [Tracking Investments on the Mobile App](https://support.simplifi.quicken.com/en/articles/4776195-tracking-investments-on-the-mobile-app.md): Learn how to track your Investments on the Quicken Simplifi Mobile App
- [Managing Investment Transactions on the Mobile App](https://support.simplifi.quicken.com/en/articles/6653695-managing-investment-transactions-on-the-mobile-app.md): Learn how to add and manage Investment Transactions on the Quicken Simplifi Mobile App
- [Using Investing: Balance Over Time on the Mobile App](https://support.simplifi.quicken.com/en/articles/6746161-using-investing-balance-over-time-on-the-mobile-app.md): Learn more about using the Investing Balance Over Time feature on the Quicken Simplifi Mobile App
- [Using Investing: Performance Over Time on the Mobile App](https://support.simplifi.quicken.com/en/articles/7892201-using-investing-performance-over-time-on-the-mobile-app.md): Learn more about using the Investing Performance Over Time feature on the Quicken Simplifi Mobile App
- [Using Savings Goals on the Mobile App](https://support.simplifi.quicken.com/en/articles/4773028-using-savings-goals-on-the-mobile-app.md): Learn how to create and use Savings Goals on the Quicken Simplifi Mobile App
- [Using Bill Connect to Track Your Monthly Bills on the Mobile App](https://support.simplifi.quicken.com/en/articles/4993562-using-bill-connect-to-track-your-monthly-bills-on-the-mobile-app.md): Learn how to use Bill Connect to track your bills on the Quicken Simplifi Mobile App
- [Managing Notifications on the Mobile App](https://support.simplifi.quicken.com/en/articles/4715000-managing-notifications-on-the-mobile-app.md): Learn how to manage your Notifications on the Quicken Simplifi Mobile App
- [Earning Achievements on the Mobile App](https://support.simplifi.quicken.com/en/articles/5663082-earning-achievements-on-the-mobile-app.md): Learn about using Achievements on the Quicken Simplifi Mobile App
- [Using Rollover in Planned Spend on the Mobile App](https://support.simplifi.quicken.com/en/articles/9091749-using-rollover-in-planned-spend-on-the-mobile-app.md): Learn how to use the rollover feature for Planned Spend on the Quicken Simplifi Mobile App
- [Using the Credit Score Feature on the Mobile App](https://support.simplifi.quicken.com/en/articles/9134483-using-the-credit-score-feature-on-the-mobile-app.md): Learn how to use the Credit Score feature on the Quicken Simplifi Mobile App
- [Using Zillow to Track Real Estate Values on the Mobile App](https://support.simplifi.quicken.com/en/articles/9415900-using-zillow-to-track-real-estate-values-on-the-mobile-app.md): Learn how to use Zillow on the Quicken Simplifi Mobile App to track the value of your real estate.
- [How to Manage Bank Refresh Frequency in the Quicken Simplifi Mobile App](https://support.simplifi.quicken.com/en/articles/10985921-how-to-manage-bank-refresh-frequency-in-the-quicken-simplifi-mobile-app.md): Learn how to stop your bank from updating every time you sign in
- [Quicken Simplifi Mobile App Widgets](https://support.simplifi.quicken.com/en/articles/11366249-quicken-simplifi-mobile-app-widgets.md): See what widgets you can add to your mobile device!
- [Adding Accounts on the Mobile App](https://support.simplifi.quicken.com/en/articles/3423781-adding-accounts-on-the-mobile-app.md): Learn about adding your accounts using the Quicken Simplifi Mobile App
- [How to Edit Your Bank Account Names and Types on the Mobile App](https://support.simplifi.quicken.com/en/articles/4853310-how-to-edit-your-bank-account-names-and-types-on-the-mobile-app.md): Learn how to rename your bank accounts and edit the account types on the Quicken Simplifi Mobile App.
- [How to Delete Accounts on the Mobile App](https://support.simplifi.quicken.com/en/articles/3607432-how-to-delete-accounts-on-the-mobile-app.md): Learn how to delete bank accounts using the Quicken Simplifi Mobile App
- [Marking Accounts As Closed on the Mobile App](https://support.simplifi.quicken.com/en/articles/5149435-marking-accounts-as-closed-on-the-mobile-app.md): Learn how to mark your accounts as closed in the Quicken Simplifi Mobile App.
- [Switch a Connected Account to Manual Mode on the Mobile App](https://support.simplifi.quicken.com/en/articles/6739410-switch-a-connected-account-to-manual-mode-on-the-mobile-app.md): Learn how to use manual vs. connected accounts on the Quicken Simplifi Mobile App, and vice versa.
- [How Do I Refresh My Accounts on the Mobile App?](https://support.simplifi.quicken.com/en/articles/5530616-how-do-i-refresh-my-accounts-on-the-mobile-app.md): Learn how to refresh your accounts on the mobile app
- [How to Link Accounts on the Mobile App](https://support.simplifi.quicken.com/en/articles/6461435-how-to-link-accounts-on-the-mobile-app.md): Learn how to link accounts on the Quicken Simplifi Mobile App
- [Asset Tracking on the Mobile App](https://support.simplifi.quicken.com/en/articles/6464559-asset-tracking-on-the-mobile-app.md): Learn about tracking your Assets, such as your home or vehicle, on the Quicken Simplifi Mobile App
- [When and How to Reset Your Account Connections on the Mobile App](https://support.simplifi.quicken.com/en/articles/5149418-when-and-how-to-reset-your-account-connections-on-the-mobile-app.md): Learn when and how to reset your account connections on the Quicken Simplifi Mobile App
- [Managing Transactions on the Mobile App](https://support.simplifi.quicken.com/en/articles/4340112-managing-transactions-on-the-mobile-app.md): Learn how to add, edit, delete, split, and attach receipts to transactions on the Quicken Simplifi Mobile App.
- [How to Create an Income Transaction on the Mobile App](https://support.simplifi.quicken.com/en/articles/6461145-how-to-create-an-income-transaction-on-the-mobile-app.md): Learn how to create a positive transaction on the Quicken Simplifi Mobile App
- [Using All Transactions on the Mobile App](https://support.simplifi.quicken.com/en/articles/6368958-using-all-transactions-on-the-mobile-app.md): Learn the various uses for the All Transactions section on the Quicken Simplifi Mobile App
- [Managing Categories and Subcategories on the Mobile App](https://support.simplifi.quicken.com/en/articles/4712014-managing-categories-and-subcategories-on-the-mobile-app.md): Learn how to use Categories and Subcategories on the Quicken Simplifi Mobile App
- [Recategorizing Your Transactions on the Mobile App](https://support.simplifi.quicken.com/en/articles/4645700-recategorizing-your-transactions-on-the-mobile-app.md): Learn how to change transaction categories in the Quicken Simplifi Mobile App.
- [Using Tags to Organize Transactions on the Quicken Simplifi Mobile App](https://support.simplifi.quicken.com/en/articles/5663085-using-tags-to-organize-transactions-on-the-quicken-simplifi-mobile-app.md): Learn about managing and using Tags on the Quicken Simplifi Mobile App
- [Using Transaction Rules on the Mobile App](https://support.simplifi.quicken.com/en/articles/4792734-using-transaction-rules-on-the-mobile-app.md): Learn how to create and use Transaction Rules on the Quicken Simplifi Mobile App
- [Managing Recurring Transactions on the Mobile App](https://support.simplifi.quicken.com/en/articles/3597876-managing-recurring-transactions-on-the-mobile-app.md): Learn how to create, manage, and track your recurring bills and income on the Quicken Simplifi Mobile App.
- [Link Transactions to Reminders in the Quicken Simplifi Mobile App](https://support.simplifi.quicken.com/en/articles/6425245-link-transactions-to-reminders-in-the-quicken-simplifi-mobile-app.md): Learn how to link and unlink transactions to Reminders on the Quicken Simplifi Mobile App.
- [How to Skip an Instance of a Recurring Reminder on the Mobile App](https://support.simplifi.quicken.com/en/articles/6458418-how-to-skip-an-instance-of-a-recurring-reminder-on-the-mobile-app.md): Learn how to skip one of your Reminders on the Quicken Simplifi Mobile App
- [How to Exclude and Include Transactions from Reports and the Spending Plan on the Mobile App](https://support.simplifi.quicken.com/en/articles/5167615-how-to-exclude-and-include-transactions-from-reports-and-the-spending-plan-on-the-mobile-app.md): Learn how to exclude and include transactions from Reports and the Spending Plan on the Quicken Simplifi Mobile App
- [How Do Transfers Work on the Mobile App?](https://support.simplifi.quicken.com/en/articles/6467914-how-do-transfers-work-on-the-mobile-app.md): Learn how to create and manage Transfers on the Quicken Simplifi Mobile App.
- [Using Projected Cash Flow on the Mobile App](https://support.simplifi.quicken.com/en/articles/5274786-using-projected-cash-flow-on-the-mobile-app.md): Learn how to access your projected balances and use the Projected Cash Flow feature on the Quicken Simplifi Mobile App
- [How to Exclude Accounts from Reports and the Spending Plan on the Mobile App](https://support.simplifi.quicken.com/en/articles/5160317-how-to-exclude-accounts-from-reports-and-the-spending-plan-on-the-mobile-app.md): Learn how to exclude accounts from Reports and the Spending Plan on the Quicken Simplifi Mobile App
- [How to Hide Closed Accounts and Savings Goals on the Quicken Simplifi Mobile App](https://support.simplifi.quicken.com/en/articles/8392747-how-to-hide-closed-accounts-and-savings-goals-on-the-quicken-simplifi-mobile-app.md): Learn how to hide closed accounts and savings goals from your account list on the Quicken Simplifi Mobile App.
- [How to Add Your Apple Wallet Accounts](https://support.simplifi.quicken.com/en/articles/9859332-how-to-add-your-apple-wallet-accounts.md): Learn how to link your Apple Wallet accounts, including your Apple Card, in Quicken Simplifi
- [Using Kelley Blue Book to Track Automobile Values on the Mobile App](https://support.simplifi.quicken.com/en/articles/13225208-using-kelley-blue-book-to-track-automobile-values-on-the-mobile-app.md): Learn how to link to Kelley Blue Book \(KBB\) to automatically track your automobile values in the Quicken Simplifi Mobile App

## Managing Your Subscription and Simplifi Account

- [Quicken Simplifi Subscription Questions](https://support.simplifi.quicken.com/en/articles/3363727-quicken-simplifi-subscription-questions.md): Find answers to our most frequently asked questions about Quicken Simplifi and Quicken Simplifi's subscription.
- [How to Cancel and get a Refund for Quicken Simplifi?](https://support.simplifi.quicken.com/en/articles/3412542-how-to-cancel-and-get-a-refund-for-quicken-simplifi.md): Learn how to cancel your Quicken Simplifi subscription and request a refund.
- [How Do I Resubscribe If My Renewal Payment Failed?](https://support.simplifi.quicken.com/en/articles/4773254-how-do-i-resubscribe-if-my-renewal-payment-failed.md): Learn how to resubscribe after an auto-renewal fails
- [Why Do I See a Charge from Quicken for $1.00?](https://support.simplifi.quicken.com/en/articles/4378893-why-do-i-see-a-charge-from-quicken-for-1-00.md)
- [How Do I Change My Quicken Simplifi Email Address?](https://support.simplifi.quicken.com/en/articles/5132244-how-do-i-change-my-quicken-simplifi-email-address.md): Learn how to change the email address associated with your Quicken Simplifi Account
- [How Do I Opt-Out of Quicken Simplifi Marketing Emails?](https://support.simplifi.quicken.com/en/articles/5702458-how-do-i-opt-out-of-quicken-simplifi-marketing-emails.md)
- [Why is Quicken contacting me about recovering funds for a Transfer funding failure?](https://support.simplifi.quicken.com/en/articles/10753838-why-is-quicken-contacting-me-about-recovering-funds-for-a-transfer-funding-failure.md)
- [How to Activate Your Quicken Simplifi Subscription](https://support.simplifi.quicken.com/en/articles/11056689-how-to-activate-your-quicken-simplifi-subscription.md): Learn how to activate your Quicken Simplifi subscription
- [How to move from Quicken Classic to Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/13120041-how-to-move-from-quicken-classic-to-quicken-simplifi.md): Learn how to move from Quicken Classic to Quicken Simplifi

## Troubleshooting

- [Why Can't I Sign In to Quicken Simplifi?](https://support.simplifi.quicken.com/en/articles/5488767-why-can-t-i-sign-in-to-quicken-simplifi.md): Learn some steps to troubleshoot issues with signing into Quicken Simplifi
- [What if I Can't Find My Bank?](https://support.simplifi.quicken.com/en/articles/4409400-what-if-i-can-t-find-my-bank.md): Learn how to request your bank if it's not available in Quicken Simplifi
- [Why Do I Need to Re-Authenticate my Bank with Every Refresh?](https://support.simplifi.quicken.com/en/articles/4704254-why-do-i-need-to-re-authenticate-my-bank-with-every-refresh.md): Learn why you may be prompted to complete a multi-factor authentication \(MFA\) when refreshing your accounts in Quicken Simplifi
- [How to Resolve Balance Discrepancies in Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/4202003-how-to-resolve-balance-discrepancies-in-quicken-simplifi.md): Learn how Quicken Simplifi calculates the balance for connected accounts, as well as how to troubleshoot and resolve balance discrepancies.
- [Troubleshooting Missing Transactions](https://support.simplifi.quicken.com/en/articles/3412682-troubleshooting-missing-transactions.md): Common causes and troubleshooting steps for missing transactions
- [How to Resolve Duplicate Transactions](https://support.simplifi.quicken.com/en/articles/4901071-how-to-resolve-duplicate-transactions.md): Learn about troubleshooting and resolving duplicate transactions in Quicken Simplifi
- [Resolving Duplicate Accounts](https://support.simplifi.quicken.com/en/articles/5281170-resolving-duplicate-accounts.md): Learn how to troubleshoot and fix duplicate accounts in Quicken Simplifi.
- [How Do My Investment Balances Update?](https://support.simplifi.quicken.com/en/articles/5167335-how-do-my-investment-balances-update.md): Learn how your Investment Data gets updated in Quicken Simplifi
- [Planned Expenses Versus Recurring Expense Transactions](https://support.simplifi.quicken.com/en/articles/5142441-planned-expenses-versus-recurring-expense-transactions.md): A simple guide to help you decide when to use Recurring Expense Transactions or Planned Expenses.
- [Resolving Outstanding Items in the Spending Plan](https://support.simplifi.quicken.com/en/articles/5735189-resolving-outstanding-items-in-the-spending-plan.md): How to close out your Spending Plan and resolve any outstanding items.
- [Can I Undo a Change I Just Made in Quicken Simplifi?](https://support.simplifi.quicken.com/en/articles/5698503-can-i-undo-a-change-i-just-made-in-quicken-simplifi.md): Learn how to undo a change that you just made in Quicken Simplifi
- [Can I Delete My Data and Start Over?](https://support.simplifi.quicken.com/en/articles/5672765-can-i-delete-my-data-and-start-over.md): Learn how you can reset your data in Quicken Simplifi
- [Can I Print in Quicken Simplifi?](https://support.simplifi.quicken.com/en/articles/7855762-can-i-print-in-quicken-simplifi.md): Learn some alternative solutions for not being able to print in Quicken Simplifi
- [How Are Authorized User Accounts with American Express Handled?](https://support.simplifi.quicken.com/en/articles/5705787-how-are-authorized-user-accounts-with-american-express-handled.md): Learn how authorized user accounts with American Express are handled in Quicken Simplifi
- [Give Feedback or Suggest Features in Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/3828518-give-feedback-or-suggest-features-in-quicken-simplifi.md): Learn how to send us your feedback!
- [How to Contact Support](https://support.simplifi.quicken.com/en/articles/5077917-how-to-contact-support.md): Learn about our support options and how to contact us if you need assistance
- [What does "Service is currently unavailable" cloud icon on accounts mean?](https://support.simplifi.quicken.com/en/articles/11780893-what-does-service-is-currently-unavailable-cloud-icon-on-accounts-mean.md): What to do if you see a cloud icon with a slash on your account list in Quicken Simplifi
- [Error FDP-108 When Using Online Services in Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/13335675-error-fdp-108-when-using-online-services-in-quicken-simplifi.md): Learn how the FDP-108 error affects your online services and how to address it
- [Error FDP-390 When Using Online Services in Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/13337020-error-fdp-390-when-using-online-services-in-quicken-simplifi.md): Learn how the FDP-390 error affects your online services and how to address it
- [Error QCS-0429-2 When Using Online Services in Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/13345205-error-qcs-0429-2-when-using-online-services-in-quicken-simplifi.md): Understand the QCS-0429-2 error and what you can do about it
- [Error FDP-109 When Using Online Services in Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/13335842-error-fdp-109-when-using-online-services-in-quicken-simplifi.md): Learn how the FDP-109 error affects your online services and how to address it
- [Error FDP-192 When Using Online Services in Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/13336717-error-fdp-192-when-using-online-services-in-quicken-simplifi.md): Learn how the FDP-192 error affects your online services and how to address it
- [Error FDP-103 When Using Online Services in Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/13323475-error-fdp-103-when-using-online-services-in-quicken-simplifi.md): Learn how the FDP-103 error affects your online services and how to address it
- [Errors FDP-106, FDP-324 When Using Online Services in Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/13335287-errors-fdp-106-fdp-324-when-using-online-services-in-quicken-simplifi.md): Learn how the FDP-106 and FDP-324 errors affect your online services and how to address them
- [Loading and Timeout Issues When Using Online Services in Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/13754478-loading-and-timeout-issues-when-using-online-services-in-quicken-simplifi.md): Troubleshooting Quicken Simplifi when it’s stuck, loading slowly, or timing out when connecting to your bank.
- [Error FDP-101 When Using Online Services in Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/13791755-error-fdp-101-when-using-online-services-in-quicken-simplifi.md): Learn how the FDP-101 error affects your online services and how to address it
- [Errors FDP-102, FDP-105 When Using Online Services in Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/13795819-errors-fdp-102-fdp-105-when-using-online-services-in-quicken-simplifi.md): Learn how the FDP-102 and FDP-105 errors affect your online services and how to address them
- [Error "to.100" When Using Online Services in Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/13797022-error-to-100-when-using-online-services-in-quicken-simplifi.md): Learn how the "to.100" error affects your online services and how to address it
- [Error FDP-104 When Using Online Services in Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/13833429-error-fdp-104-when-using-online-services-in-quicken-simplifi.md): Learn how the FDP-104 error affects your online services and how to address it
- [Error FDP-155 When Using Online Services in Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/13833563-error-fdp-155-when-using-online-services-in-quicken-simplifi.md): Learn how the FDP-155 error affects your online services and how to address it
- [Error FDP-579 When Using Online Services in Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/13976749-error-fdp-579-when-using-online-services-in-quicken-simplifi.md): Learn how the FDP-579 error affects your online services and how to address it
- [Error FDP-530 When Using Online Services in Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/13976699-error-fdp-530-when-using-online-services-in-quicken-simplifi.md): Learn how the FDP-530 error affects your online services and how to address it
- [Error FDP-350 When Using Online Services in Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/13978610-error-fdp-350-when-using-online-services-in-quicken-simplifi.md): Learn how the FDP-350 error affects your online services and how to address it

## Quicken Business & Personal

- [Managing Projects](https://support.simplifi.quicken.com/en/articles/10215458-managing-projects.md): Learn how to add and manage Projects in Quicken Business & Personal
- [Creating and Sending Invoices in Quicken Business & Personal](https://support.simplifi.quicken.com/en/articles/10186250-creating-and-sending-invoices-in-quicken-business-personal.md): Learn how to create and send Invoices in Quicken Business & Personal.
- [Using Business Reports in Quicken Business & Personal](https://support.simplifi.quicken.com/en/articles/10180200-using-business-reports-in-quicken-business-personal.md): Learn about using business reports in Quicken Business & Personal
- [Managing Business Categories](https://support.simplifi.quicken.com/en/articles/10175272-managing-business-categories.md): Learn how to create and edit business categories in Quicken Business & Personal!
- [How to Manage Business Accounts In Quicken Business & Personal](https://support.simplifi.quicken.com/en/articles/10167270-how-to-manage-business-accounts-in-quicken-business-personal.md): Complete Guide to update your business accounts info, update logos, and edit settings.
- [Associating a Bank Account or a Transaction with a Business in Quicken Business & Personal](https://support.simplifi.quicken.com/en/articles/10193179-associating-a-bank-account-or-a-transaction-with-a-business-in-quicken-business-personal.md): Learn how to associate and manage bank accounts and transactions with your business
- [How to Use Spaces & Sharing in Quicken Business & Personal](https://support.simplifi.quicken.com/en/articles/10362268-how-to-use-spaces-sharing-in-quicken-business-personal.md): How to create and manage a space to track separate finances
- [How to Bill a Client in Quicken Business & Personal](https://support.simplifi.quicken.com/en/articles/10394294-how-to-bill-a-client-in-quicken-business-personal.md): Learn how to create billable items, add expenses, and send an invoice to a client
- [Managing Your Clients](https://support.simplifi.quicken.com/en/articles/10394029-managing-your-clients.md): Learn how to add, manage, and archive your clients with Quicken Business & Personal
- [How to Use Credit Memos to Apply Credits and Issue Refunds](https://support.simplifi.quicken.com/en/articles/10436397-how-to-use-credit-memos-to-apply-credits-and-issue-refunds.md): Learn how to apply credits and issue refunds for client credits to clients or projects using Credit Memos
- [How to Show Only Business or Personal Transactions](https://support.simplifi.quicken.com/en/articles/10644608-how-to-show-only-business-or-personal-transactions.md): Learn how to view only Business or Personal transactions within an account in Quicken Business & Personal
- [How to Filter Transactions and Reports by Client or Project](https://support.simplifi.quicken.com/en/articles/10928991-how-to-filter-transactions-and-reports-by-client-or-project.md): Learn how to use the Clients / Projects column and report options.
- [How to Apply Payments to Invoices in Quicken Business & Personal](https://support.simplifi.quicken.com/en/articles/11125303-how-to-apply-payments-to-invoices-in-quicken-business-personal.md): Whether it's cash, a deposit, a single payment, a partial payment, or a bulk deposit, we've got you covered.
- [Invoices: Receiving Online Payments with Stripe](https://support.simplifi.quicken.com/en/articles/11125795-invoices-receiving-online-payments-with-stripe.md): Learn how to add a Stripe account to receive online payments in Quicken Business & Personal
- [Getting Started with Quicken Business & Personal](https://support.simplifi.quicken.com/en/articles/11391125-getting-started-with-quicken-business-personal.md): Learn how to set up Quicken Business & Personal to fit your financial needs.
- [Adding a Business in Quicken Business & Personal in the Mobile App](https://support.simplifi.quicken.com/en/articles/11591653-adding-a-business-in-quicken-business-personal-in-the-mobile-app.md): Learn how to add your business to the Quicken Business & Personal Mobile App
- [Using Estimates in Quicken Simplifi](https://support.simplifi.quicken.com/en/articles/11955459-using-estimates-in-quicken-simplifi.md): Learn how to create and use Estimates in Quicken Business & Personal
- [Using the Mileage Tracker](https://support.simplifi.quicken.com/en/articles/11955465-using-the-mileage-tracker.md): Learn how to use the Mileage Tracker in Quicken Business & Personal
- [Using the Tax Planner](https://support.simplifi.quicken.com/en/articles/12277458-using-the-tax-planner.md): Learn how to use the Tax Planner feature in Quicken Business & Personal
- [Quicken Classic B&P vs. Quicken Simplifi B&P](https://support.simplifi.quicken.com/en/articles/13011766-quicken-classic-b-p-vs-quicken-simplifi-b-p.md): Explore how Classic B&P and Simplifi B&P differ from each other.
- [Creating and Managing Sales Receipts](https://support.simplifi.quicken.com/en/articles/13312422-creating-and-managing-sales-receipts.md): Learn how to use Sales Receipts in Quicken Business & Personal
- [Using Products & Services for Quicken Business & Personal](https://support.simplifi.quicken.com/en/articles/13765842-using-products-services-for-quicken-business-personal.md): Learn how to organize, edit, and create Product or Service items for your clients
- [Add a Business from Your Dashboard in Quicken Business & Personal](https://support.simplifi.quicken.com/en/articles/15402341-add-a-business-from-your-dashboard-in-quicken-business-personal.md): Learn How to Add a Business from the Dashboard
- [Using Expense Receipts in Quicken Business & Personal](https://support.simplifi.quicken.com/en/articles/16222411-using-expense-receipts-in-quicken-business-personal.md): How to Add an Expense Receipt to a Transaction
- [Using Expense Receipts in the Quicken Business & Personal Mobile App](https://support.simplifi.quicken.com/en/articles/16240692-using-expense-receipts-in-the-quicken-business-personal-mobile-app.md): How to Add an Expense Receipt to a Transaction
- [Creating and Sending Invoices in Quicken Business & Personal Mobile App](https://support.simplifi.quicken.com/en/articles/16053102-creating-and-sending-invoices-in-quicken-business-personal-mobile-app.md): Learn how to create and send Invoices in the Quicken Business & Personal mobile app.
- [Managing Existing Invoices in Quicken Business & Personal Mobile App](https://support.simplifi.quicken.com/en/articles/16276700-managing-existing-invoices-in-quicken-business-personal-mobile-app.md): Learn how to edit, duplicate, delete, and more to manage your account.
- [Managing Existing Invoices in Quicken Business & Personal](https://support.simplifi.quicken.com/en/articles/16276692-managing-existing-invoices-in-quicken-business-personal.md): Learn how to edit, duplicate, delete, and more to manage your invoices.