What’s Quicken Simplifi?
Quicken 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 Quicken Simplifi, you can easily stay on top of your financial future with absolute confidence!
For more information on the differences between Quicken Classic and Quicken Simplifi, click here!
Can I add my Quicken data into Quicken Simplifi?
Even though Quicken Simplifi was created by Quicken, there is not a feature that allows you to automatically share your Quicken Simplifi data with Quicken & vice versa.
Is Quicken Simplifi a mobile app?
Quicken 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.
Can I use Quicken Simplifi anywhere?
Quicken Simplifi can be used anywhere in the U.S. and Canada. If you’ve got access to the internet, you can connect to your account.
Note: If you’re traveling abroad, for your security, you may experience difficulties signing into Quicken Simplifi until you return to the U.S. or Canada. You may also experience login issues if you're connected to a VPN (virtual private network).
Can I share my Quicken Simplifi data with someone else?
Quicken 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 Quicken Simplifi. For more on Space Sharing, click here!
Can I add bank accounts that are outside of the United States or Canada into Quicken Simplifi?
Quicken Simplifi is only intended to connect with U.S. and Canadian bank accounts, and we only support the U.S Dollar and the Canadian Dollar.
Quicken Simplifi will only support one currency at a time. Adding a U.S bank account and a Canadian bank account or adding an account with both currency types may cause balance discrepancies.
Note: If you are signed into Quicken Simplifi on our mobile app prior to leaving the U.S. or Canada, you may still be able access Quicken Simplifi on the mobile app.
Do I have to have a subscription to use Quicken Simplifi?
Yes, you'll need to have an active subscription to use Quicken Simplifi. We offer annual subscriptions; check out our plans and prices here!
Is Quicken Simplifi included in my Quicken subscription?
Even though Quicken created Quicken 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 Quicken Simplifi a shot, click here!
Does Quicken Simplifi offer a student or military discount?
Quicken Simplifi does not currently offer a student or military discount.
How do I know my data is secure?
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.
Can I import data from other personal financial management tools?
Currently, we offer the ability to import CSV files from Personal Capital, or you can create your own CSV file using a template. If you're interested in importing your Quicken data into Quicken Simplifi, follow us in our Community here!
How do I cancel my subscription?
If you feel like Quicken 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 Quicken Simplifi account, or, alternatively, you can contact one of our support agents, who’d also be happy to assist. We appreciate you giving us a shot!
Do you offer a free trial?
While we do not offer a free trial, we do offer a 30-day money back guarantee from your original purchase date so if Quicken Simplifi is not the right fit for you, you can have your purchase refunded. For more information on our refund policy, click here.
If Quicken Simplifi is not for you, check out our other products to see what best works for you!
What happens to my data after I cancel my subscription?
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.
Can my data be deleted after I cancel my subscription?
If you do not wish to have your financial data stored for later use, you will have to delete your bank accounts from Quicken Simplifi and your data will not be stored for future use. If you have additional questions on how to delete your data, reach out to one of our support agents.
How do I contact your support team?
If you have additional questions about Quicken Simplifi, you can always reach out to one of our support agents by clicking on the blue messenger icon located on the bottom right-hand side of the screen or you can click here to see our other methods of contacting support.
