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Resources to Support Training

DDeCrescente

I have an opportunity to offer Simplifi training to maybe 100’s of people in my town. In order to do this effectively, it would be best to be able to demonstrate the product. This would require a fictitious Simplifi account, fictitious, checking account and fictitious credit card account.

Does Quicken Simplifi have such resources available to this training to others about the?

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Coach Jon

Hello @DDeCrescente,

Thanks for reaching out! I am not aware of a way to provide a fictitious Quicken Simplifi account for training purposes. For demonstrating the product you could set up a manual checking and credit card account to show if that is what you are looking to do, however, I would be wary of personal information in your dataset in a setting like that. I am sorry I do not have more information to give!

-Coach Jon

DDeCrescente

makes sense actually. Is there a way to get a Simplifi account just for demonstrations so that it is isolated from my personal account? Thanks for your help.

Coach Jon

Hello @DDeCrescente,

Thanks for the reply! The only way to have an isolated account from your personal account would be via a Quicken Simplifi subscription under a different email address.

-Coach Jon