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Both Quicken and Simplifi let you export your transaction history so you can have a picture of your income and expenses.

Of course! For Quicken users, follow these Quicken import instructions. For Simplifi users, follow these Simplifi import instructions.

To download new data automatically you will need to connect your account in the product you wish to continue using.

You can try Quicken products for 30 days with our money-back guarantee.

The privacy and security of your financial data is a top priority at all times. Quicken Inc. has been trusted by millions for our continually improving security measures for over 3 decades. We securely transmit data from your bank servers using robust 256-bit encryption. The information downloaded from your banks is confidential and used only to update your accounts.

Simplifi is for the U.S. only. Quicken products are intended for U.S. and Canada subscribers since we are only able to support banks from these regions at this time. For more information on Canadian products, please visit our Quicken Canada site.

For Simplifi users, you can share your finances with a spouse or significant other, an accountant, or even a friend, without sharing your login credentials. You can share your Space with one additional member who will have full read and write access to your Simplifi data.

Each member will need to create their own Quicken ID and password if they do not already have one. However, an additional Simplifi subscription is not required — just an invite from you! You need to use the web version to send out invitations and manage user access. Once they’ve accepted your invitation, they can use Simplifi on mobile or on the web.

Unfortunately, this feature is not available for Quicken products.

Yes. You can install Quicken on as many computers as needed in the same household. Each installation will be registered to your Quicken ID. For more information, check out this support article.

Yes!

Simplifi is built for both web and mobile so you can stay on top of your money from anywhere.

Quicken also includes Quicken on the Web, a companion browser experience to your desktop Quicken products. For more information on Quicken on the Web, check out this support article.

For Simplifi, all you need is an up-to-date browser or smartphone with internet access.

For Quicken Windows, Quicken Mac, Quicken Mobile, and Quicken on the Web requirements, check out the Quicken System Requirements.

At Quicken, Inc., we’re committed to helping you manage your finances with the best personal finance management solutions in the US and Canadian markets. We stand above our competition with the most comprehensive and customizable tools available to help you reach your financial goals with confidence, and we back that commitment with a 30-day, money-back guarantee on all of our products.

• COMPREHENSIVE: Quicken’s suite of personal finance plans can help you take control of your spending, savings, debt, retirement, investments, and even your business and real estate rentals. Get a consolidated view of all your finances in a dashboard that’s clean, simple, and easy to understand.

• CUSTOMIZABLE: See your finances the way you want to. Our built-in features let you customize just about anything — categories, limits, tags, notifications, reports, budgets, and more — for the ultimate control over your finances in a solution that’s tailor-made just for you.

• TRUSTED: Over 20 million members have trusted Quicken for more than 35 years to plan and grow their finances.

Quicken Support