Reset Simplifi Account

jstipe66
jstipe66 Member ✭✭
edited December 20 in Getting Started

Is it possible to reset my entire Simplifi account as if I had just created it so I can start over from scratch?

Comments

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭

    Check out this article. You can delete the accounts as indicated on the article below.

    Can I Erase My Data and Start Over? | Quicken Simplifi Help Center

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

  • jstipe66
    jstipe66 Member ✭✭

    Thanks…and I have done all that. I want to also reset any customizations and deletions of categories and other such items that I may have done so that is the same as it was when I first logged in. Is there a way to do that?

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭

    For the second part, you may need to ask official support. I am not aware of a way to reset categories to Simplifi provided only.

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @jstipe66, thanks for posting your inquiry to the Community!

    I can delete your Quicken Simplifi dataset, which will remove all the data you've input into the program and allow you to start from scratch. Do you want me to proceed?

    -Coach Natalie

    -Coach Natalie

  • jstipe66
    jstipe66 Member ✭✭

    Yes, please!

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @jstipe66, done! When you log back in, you'll be directed through the Getting Started flow.

    Let us know if we can help with anything further!

    -Coach Natalie

    -Coach Natalie

  • jstipe66
    jstipe66 Member ✭✭

    Thanks! Just what I wanted

This discussion has been closed.