What’s New in Quicken Simplifi This Winter?

Quicken Simplifi’s winter 2026 updates give you more control over how you manage money. Advanced rules let you automate transaction handling with precision, the customizable dashboard puts your priorities front and center, and Kelley Blue Book integration tracks your vehicle’s value automatically.

Quick answers to your questions

Here’s what you need to know about this winter’s updates:

What are advanced rules? Powerful automation that categorizes, tags, and manages your transactions exactly how you want — automatically.

Can I customize my Simplifi dashboard? Yes! Choose which tiles appear, reorder them to match your priorities, and create a view that focuses on what matters most to you.

How does vehicle tracking work? Enter your car’s details once, and Kelley Blue Book provides automatic valuation updates that contribute to your net worth — no manual lookups required.

What other improvements are in this update? Improved CSV imports, clearer messaging when your bank requires reauthorization, and privacy mode, for showing people how Simplifi works without revealing your data.

Table of Contents

• How do Simplifi’s automation rules work?
• What can I do with a customizable dashboard?
• How does automatic vehicle tracking work?
• FAQs

How do Simplifi’s automation rules work?

Advanced rules transform how Simplifi handles your transactions. Instead of basic categorization, you now have sophisticated automation that responds to multiple conditions and performs complex actions — all working behind the scenes to keep your finances organized exactly the way you want.

Create rules that work the way you think

Set up rules that watch for specific conditions you care about, so you can categorize expenses differently using amounts or accounts — like setting any amount under $10 at a gas station to be coffee while amounts over $10 are gas for your car. When Simplifi spots a match, it automatically applies the actions you’ve chosen. This flexibility means you can handle complex scenarios that simple rules couldn’t address before.

Expanded actions for ultimate control

Beyond changing payees or categories, advanced rules can now automatically add tags, insert notes, exclude transactions from your Spending Plan or Reports, and mark transactions as reviewed or not reviewed. Each rule can perform multiple actions at once, handling complex organization tasks in a single step.

Streamlined rule creation

On the web app, create rules directly from the three-dot menu on any transaction or in Transaction Details. This keeps your workflow focused — you’re always just a click away from automating similar transactions in the future.

Preview before you commit

Before saving a new rule, preview which past transactions it will affect. This visibility ensures your automation works exactly as intended, catching any unintended matches before they happen.

What can I do with a customizable dashboard?

Your financial priorities are unique to you. The customizable dashboard reflects that, letting you arrange your overview to highlight the insights that matter most for your day-to-day decisions.

Personalized layout that adapts to you

Choose which tiles appear on your dashboard and reorder them to match your priorities. Whether you focus on your Spending Plan, upcoming bills, investments, net worth, or cash flow, your most important metrics can take center stage.

Focus where it matters

Some users need to see upcoming expenses at a glance. Others track savings progress or monitor account balances. The customizable dashboard adapts to your financial style, making it faster to spot what needs attention and easier to make informed decisions throughout your day.

Seamless updates across devices

Add or remove sections anytime — your layout adjusts automatically. Want a different layout on your phone app? No problem! The app saves your preferences separately for web and mobile. As your financial goals evolve, your dashboard evolves with them, always showing you what’s most relevant right now.

A view that grows with you

Your financial life changes over time. A dashboard that looked perfect six months ago might not serve you as well today. With customization, you’re never locked into someone else’s idea of what matters — you decide, and you can change your mind whenever you need to.

How does automatic vehicle tracking work?

Your car is one of your most valuable assets, but its value changes constantly. Kelley Blue Book integration brings trusted, automatic vehicle valuations into Simplifi, making it effortless to include your car in your complete financial picture.

This new feature will roll out first in Early Access. To be among the first to get access to new features, you can turn on Early Access under Settings > General.

Real-time vehicle valuations

Direct integration with Kelley Blue Book means your car’s value updates regularly using the latest market data. No manual lookups, no outdated estimates — just accurate valuations that reflect current conditions.

Easy setup and syncing

Add your vehicle by entering its year, make, model, trim, current mileage, condition, and zip code — or if you have the VIN handy, enter that plus the mileage, condition, and zip code. Simplifi pulls in the Kelley Blue Book info and displays your vehicle’s Typical Listing Price or Trade-In Value depending on the trading volume, then updates it automatically every 30 days.

Net worth integration

Your vehicle will appear as a tracked asset alongside your other accounts. Its KBB value contributes directly to your net worth calculation, adjusting automatically as the value fluctuates. No spreadsheets or manual inputs needed.

Full financial visibility

See your car in your Accounts and Net Worth views, helping you understand your total financial position at a glance. Track how your vehicle’s value changes over time, and include it in net worth reports for a complete picture of your assets.

Smarter decision-making

Use accurate valuation data to decide when to sell, refinance, or adjust insurance coverage. Instead of guessing your car’s worth, you’re working with trusted market data that updates automatically — helping you make confident decisions about one of your largest assets.

What other improvements are in this update?

Beyond the major features, this winter’s releases will include three refinements that make everyday tasks smoother and more intuitive. Be sure to turn on Early Access under Settings > General to be among the first to get access to these new features.

More detailed options when importing CSV files

First, you’ll be able to include more details when importing transactions via CSV files. Beyond basic transaction data and balances, your imports can include categories, tags, notes, and check numbers — bringing in fully organized data all at once and keeping your records consistent when moving data between systems.

Clearer reauthorization for your accounts

When your bank requires you to reauthorize Simplifi’s connection, it’s a security measure to protect your account — not a technical problem. Updated messaging and visual cues will make this process clearer. You’ll understand why reauthorization is happening and what to do next.

Privacy mode

Want to show someone how Simplifi works without revealing your actual financial details? Privacy mode will let you mask sensitive numbers across the app with one click. Perfect for showing anyone how to use Simplifi, this feature hides balances, amounts, and other personal data instantly.

FAQs

Here are answers to common questions about these winter updates:

When are these features available?

Advanced rules, the customizable dashboard, and Kelley Blue Book integration are live in Quicken Simplifi and ready to use in your account today.

Do I need to do anything to access these features?

No setup is required for advanced rules or the customizable dashboard — they’re automatically available in your Simplifi account. For vehicle tracking, you’ll need to add your vehicle’s information to enable automatic valuations.

Will my existing Transaction Rules still work?

Yes. Your existing Transaction Rules continue working exactly as before. Advanced rules expand what’s possible, but they don’t change or replace your current rules unless you choose to modify them.

Can I customize my dashboard on mobile?

Yes! Dashboard customization is available on both web and mobile. You can even choose a different layout — one for web and one for mobile. The app will remember your preferences for each one.

How often does my vehicle’s value update?

Kelley Blue Book valuations update regularly to reflect current market conditions. The system handles this automatically every 30 days — you don’t need to do anything to keep your car’s value current.

What if I have multiple vehicles?

You can add multiple vehicles to Simplifi. Each one tracks separately with its own KBB valuation, all contributing to your overall net worth calculation.

Where can I get help with these new features?

Quicken Simplifi offers free phone and chat support with every subscription. You can also access help articles and community forums for guidance on using any feature.