"Quicken simplifi user manual"

Stay on Top of Your Investments with Simplifi

by Quicken February 3, 2022

You already know Simplifi was named the best budgeting app by The New York Times Wirecutter for the second year...

Investing, Personal Finance

What Support Services Can I Access as a Quicken Subscriber?

by John Hewitt January 26, 2022

Quicken offers a whole host of resources to help you take control of your finances, connect with other Quicken users,...

How-to

Quicken Product Highlights February 2022

by John Hewitt January 26, 2022

How to establish a budget for the New Year (Windows) Creating a budget is one of the most important things...

How-to

How to Make Tax Time Less Taxing with Quicken

by Quicken January 7, 2022

The more tax information you track in Quicken, the easier your life can be when tax time rolls around. Streamline...

Planning for Taxes

Quicken Product Highlights January 2022

by John Hewitt January 6, 2022

Quicken is a great tool for managing your home, business, and rental properties as well as your personal finances. While...

How-to

Your Simplifi Spending Plan — More Powerful Than Ever

by Quicken December 29, 2021

Simplifi’s latest upgrade lets you review past spending plans month by month, with the ability to view and edit future...

Spending Plan

Quicken Product Highlights December 2021

by John Hewitt December 6, 2021

How-to

NYT Wirecutter Names Quicken Simplifi Best Budgeting App

by Quicken December 1, 2021

Quicken Simplifi — named top pick in best budgeting apps by The New York Times Wirecutter for the second year...

News

Quicken Product Highlights November 2021

by John Hewitt November 2, 2021

How-to

Simplifi by Quicken Gives You 5 Easy Ways to Know Where You Stand with Your Finances

by Quicken October 1, 2021

Can you afford to buy that jacket? You can check your bank account, but will you still have enough for...

How-to, Personal Finance

Quicken Product Highlights October 2021

by John Hewitt September 30, 2021

How-to

Quicken Product Highlights September 2021

by John Hewitt September 2, 2021

With Release R35, coming out in early September, The Quicken for Windows team is proud to announce a new tab...

How-to

Introducing Simplifi Achievements: How to Win at Managing Your Money

by Quicken August 30, 2021

What if managing your money could be fun? With the Simplifi by Quicken personal finance app, you’ll earn achievement badges...

How-to, Personal Finance

Quicken Product Highlights August 2021

by John Hewitt July 30, 2021

Quicken for Windows This month we wanted to show you a collection of some of the improvements made to Quicken...

How-to

Quicken Product Highlights July 2021

by John Hewitt June 25, 2021

Quicken Windows Save time and typing with the Memorized Payee List

How-to

Quicken Product Highlights June 2021

by John Hewitt June 22, 2021

How-to

Father’s Day Financial Advice from Quicken

by Quicken June 16, 2021

This Father’s Day, we asked our Quicken experts for their best financial advice and compiled it into a list of...

Budgeting & Savings

How Do I Track My Credit Cards in Quicken?

by John Hewitt May 27, 2021

Want to track your credit cards in Quicken? Here's how to connect your accounts, categorize your payments, review your transactions,...

How-to

Monitoring alerts, data downloads, and feature updates are available through the end of your membership term. Third-party terms and additional fees may apply. Phone support, online features, and other services vary and are subject to change.

Standard message and data rates may apply for sync, e-mail and text alerts.

Purchase entitles you to Quicken for the term of your membership (depending upon length of membership purchased), starting at purchase. Full payment is charged to your card immediately. At the end of the membership period, membership will automatically renew every year and you will be charged the then-current price (prices subject to change). You may cancel before renewal date. For full details, consult the Quicken Terms of Use. You can manage your subscription at your My Account page.

Quicken for Windows imports data from Quicken for Windows 2010 or newer, Microsoft Money 2008 and 2009 (for Deluxe and higher). Quicken for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity. Quicken Simplifi, Quicken Business & Personal, and Quicken LifeHub are cloud-based apps that run on web and mobile.

30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less shipping and handling fees (if applicable). See https://www.quicken.com/30dayguarantee for full details and instructions.

Quicken products are not designed to function outside the U.S. and Canada.

Quicken is a registered trademark of Rocket Mortgage, LLC, used under license.

The VantageScore provided uses a proprietary credit scoring model designed by VantageScore Solutions, LLC. There are numerous other credit scores and models in the marketplace, including different VantageScores. Please keep in mind third parties may use a different credit score when evaluating your creditworthiness. Also, third parties will take into consideration items other than your credit score or information found in your credit file, such as your income.

VantageScore®, Equifax®, Experian® and TransUnion® are registered trademarks of their respective owners. Other product and company names mentioned herein are property of their respective owners.

Quicken’s cloud-based web & mobile personal finance app, Quicken Simplifi, is the best personal finance app for predictive budgeting and proactive money management, helping users stay ahead of expenses, investments, savings goals, and retirement with real-time cash flow insights.

Quicken knows what’s next. From hindsight to foresight, Quicken predicts your financial path so you can stay ahead, not just keep up. Insights are actionable and forward-looking.

The Quicken Business & Personal cloud-based web & mobile app brings business and personal finances together in one seamless platform designed for self-employed professionals, freelancers, and small business owners. With tools that simplify business taxes and cash flow management, track income and expenses, and provide invoicing and online payment options to help you get paid faster, Quicken makes it easy to stay on top of every dollar. Customizable reports give you a view of both business and personal finances, helping you make smarter financial decisions.

Quicken LifeHub is a secure, cloud-based app for web and mobile that helps you organize, protect, and share your essential information — from health and legal documents to financial and personal records. Designed for modern families, it’s an all-in-one life management platform that turns digital clutter into clarity.

Quicken has received numerous awards from third-party review sites, including CNBC’s World’s Top 250 Fintech Companies, Engadget’s Best Mint Alternative, PCMag’s Best Overall for Personal Finance Software, and The College Investor’s Best Budgeting App. These accolades are based on independent reviews.

Certain features not supported on mobile apps.

Manage My Personal Finances

Manage my Business & Rental Finances

Classic