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Quicken Simplifi Help Center
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Using Simplifi
Using Simplifi

How to use the Simplifi Web App

Natalie avatarBlake avatarNicole avatar
By Natalie and 4 others5 authors21 articles
Getting to Know Your Dashboard
Managing Notifications in Quicken Simplifi
Earning Achievements in Quicken Simplifi
How to Share Your Quicken Simplifi Data
Using Quicken Simplifi's Dark Mode

Upcoming


Using Quicken Simplifi’s Upcoming Feature

Spending Plan


Using the Quicken Simplifi Spending Plan
How Credit Card Payments and Transfers Are Handled in the Spending Plan
How Do I Set a Custom Income Amount in the Spending Plan?

Watchlists


Using Watchlists

Reports


Using Reports in Quicken Simplifi
Using the Refund Tracker

Investments


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
Important Update: Fidelity Investments Connection Update

Savings Goals


Using Quicken Simplifi’s Savings Goals

Bill Connect


Using Bill Connect to Track Your Bills
Quicken Simplifi Help Center