Skip to main content
All CollectionsUsing the Simplifi Mobile App
Getting Started on the Mobile App
Getting Started on the Mobile App

Learn how to Get Started with Quicken Simplifi on the Mobile App

Natalie avatar
Written by Natalie
Updated over a week ago


Welcome to Quicken Simplifi! During your initial sign-in, Quicken Simplifi will ask a few questions about you and your finances to help you Get Started.

Note: At this time, you must add an account to move forward in the Getting Started process and access Quicken Simplifi. If you're hesitant about connecting your accounts, you're welcome to start by adding a manual account; learn more here!

Please be sure to also check out our YouTube channel for tutorials, as well as the Quicken Simplifi Blog for some tips and tricks!

Step 1: Adding Accounts

One of Quicken Simplifi' s primary functions is to consolidate all of your accounts in one place, so the first thing you'll want to do is add your bank accounts to Quicken Simplifi. You can add connected and/or manual accounts, and you can always add more accounts later on as needed.

Step 2: Confirm Your Bills and Income

Once you've added all of your accounts, Quicken Simplifi will review your downloaded transactions and present you with a list of potential recurring items. You can easily deselect any of the transactions that are presented, as well as add additional Bills and Income as needed.

Quicken Simplifi will then use these items to create Recurring Transactions, which are used to build out your Spending Plan, as well as the Projected Cash Flow. No need to worry if you missed an item! You can always manage your Recurring Transactions through the Settings menu at any time.

Step 3: Using Quicken Simplifi

Once you've confirmed your Recurring Bills and Income, Quicken Simplifi will take you to the Dashboard. You can select the Menu icon (three lines) in the upper left corner to access any of Quicken Simplifi' s features:

  • Dashboard: The Dashboard is the 'home page' or landing page of the Quicken Simplifi Mobile App. Here, you'll see a snapshot of your finances, as well as have easy access to most of Quicken Simplifi' s features.

  • Accounts: The Accounts section will allow you to access all of the bank accounts that you've added to Quicken Simplifi, as well as the transactions that reside in each one.

  • All Transactions: Here, you can easily access and manage all of your transactions.

  • Watchlist: Watchlists allow you to track and monitor specific areas of Spending.

  • Spending Plan: The Spending Plan is the place to go for budgeting your money!

  • Bills & Payments: You'll see all of your upcoming items for the next few weeks in the Bills & Payments section.

  • Reports: Reports allow you to get an in-depth look at your spending and income.

  • Investments: You can track the performance of your investment holdings in the Investments section.

  • Savings Goals: Here, you can create your financial goals and monitor how close you are to that new car or dream vacation!

  • Notifications: You can view the Notifications section to see any notifications that you've received.

  • Settings: Here, you can manage your Accounts, Recurring Transactions, Transaction Rules, Categories, Tags, as well as set up your Notification Preferences and customize your Dashboard.

  • Help: In the Quicken Simplifi Help Center, you can access our Support Articles, YouTube channel, and the Quicken Simplifi Blog, as well as contact our amazing Support Team.

Frequently Asked Questions

Learn the answers to frequently asked questions for this topic!

Can I erase my data and start over?

While Quicken Simplifi does not have a feature that will delete all of your data, you can manually delete all of your accounts to start over. Our support article here has more details!

If you need any assistance with Getting Started in Quicken Simplifi, our Support Team is just a click away!

To learn more about Getting Started on the Quicken Simplifi Web App, please click here!

Did this answer your question?