Quicken Simplifi

Learn about the Simplifi Dashboard and how to use it

Getting to Know Your Dashboard

Learn how to manage your Quicken Simplifi Notifications

Managing Notifications in Quicken Simplifi

Learn about using the Achievements feature in Quicken Simplifi

Earning Achievements in Quicken Simplifi

Learn how to share your Quicken Simplifi data with family and friends using Space Sharing

How to Share Your Quicken Simplifi Data

Using Quicken Simplifi's Dark Mode

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Using Simplifi

Learn how to use the Upcoming section in Quicken Simplifi!

Using Quicken Simplifi’s Upcoming Feature

Upcoming

Learn how to plan for and track your monthly spending in Quicken Simplifi

Using the Quicken Simplifi Spending Plan

Learn how Credit Card Payments and Transfers are handled in the Spending Plan

How Credit Card Payments and Transfers Are Handled in the Spending Plan

Learn how to set a custom Income amount in the Spending Plan

How Do I Set a Custom Income Amount in the Spending Plan?

Spending Plan

Learn how to create and use Watchlists in Quicken Simplifi

Using Watchlists

Watchlists

Learn what Quicken Simplifi' s Reports can do for you!

Using Reports in Quicken Simplifi

Learn how Quicken Simplifi can help you keep track of expected refunds

Using the Refund Tracker

Reports

Learn how to track your Investments in Quicken Simplifi

Tracking Investments in Quicken Simplifi

Learn more about our Investing Balance Over Time feature

Investing: Balance Over Time

Learn more about the Investing Performance Over Time feature

Investing: Performance Over Time

Learn how to add and manage Investment Transactions in Quicken Simplifi

Managing Investment Transactions

Learn how Investment Transactions are handled in Reports and the Spending Plan

How Investment Transactions are Handled in Reports and the Spending Plan

Learn about tracking Cryptocurrency (crypto) in Quicken Simplifi

Tracking Cryptocurrency in Quicken Simplifi

Important Update: Fidelity Investments Connection Update

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Investments

Learn how to create and contribute to your Savings Goals

Using Quicken Simplifi’s Savings Goals

Savings Goals

Learn how to use Bill Connect to track your bills in Quicken Simplifi

Using Bill Connect to Track Your Bills

Bill Connect

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company

Tickets portal

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