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Simplifi is a personal finance app designed by Quicken to make the mountain of trying to understand your personal finances into a short Tuscan hillside stroll. With Simplifi, you can easily stay on top of your financial future with absolute confidence!

If you have more questions about Simplifi, you can always reach out to one of our product coaches. Click here to see how you can contact our product coaches!

Even though Simplifi was created by Quicken, there is not a feature that allows you to automatically share your Simplifi data with Quicken & vice versa.

We don’t currently offer refunds for month-to-month subscriptions. However, if you have a yearly subscription, you can request a refund up to 30 days after purchase. Please get in touch with our customer care team through the Help Center. For more information on our refund policy, click here.

Simplifi is a web-based program that’s accessed through a website, but we do offer a mobile app that you can use without ever having to log into our website. It’s available on Google Play Store and the Apple Marketplace.

Simplifi can be used anywhere in the U.S. If you’ve got access to the internet, you can connect to your account.

Simplifi now proudly offers Space Sharing! With Space Sharing, you can share your finances with loved ones or other individuals, without having to share your login credentials for Simplifi. For more on Space Sharing, click here!

Simplifi is intended to only connect with U.S. banks. You will not be able to add any international accounts, including Canadian bank accounts.

Although we’d love to support all currencies, we currently only support the U.S. Dollar.

Yes, you'll need to have an active subscription to use Simplifi. We offer monthly and yearly subscriptions; check out our plans and prices here!

We only offer a 30-day free trial when you sign up for a yearly subscription. We don’t offer a 30-day free trial for monthly subscriptions, although you can cancel your subscription at any time.

Even though Quicken created Simplifi, it is a separate product and isn’t included in your Quicken subscription. If you already have a Quicken subscription and would like to give Simplifi a shot, click here!

The privacy and security of your financial data are a top priority for us. We securely transmit data from your bank servers using robust 256-bit encryption. The information downloaded from your financial institutions is confidential and used only to update your accounts.

Currently, we offer the ability to import CSV files from Mint, Personal Capital, Apple Card, or you can create your own CSV file using a template. The ability to import data from Quicken is forthcoming, so please stay tuned!

If you feel like Simplifi isn’t the right choice for you, you are more than welcome to cancel at any time. Click here for more details on canceling your Simplifi account, or, alternatively, you can contact one of our Coaches, who’d also be happy to assist. We appreciate you giving us a shot!

When you cancel your subscription, your data is still stored within our servers so if you decide to sign back up, you can start from where you left off.

If you do not want to have your financial data stored for later use, you can contact one of our product coaches to help you get your data deleted!

Simplifi does not currently offer a student or military discount.