Haven't logged into my account for about a year and I need to clean it all up (edited)

Norelle
Norelle Member
edited May 9 in Getting Started

Hi, I'm Norelle. I haven't logged into my account for about a year and i need to clean it all up. Does anyone have any tips. How to i learn to use the app?

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  • Flopbot
    Flopbot Superuser, Beta Tester ✭✭✭✭✭
    edited May 9

    @Norelle ,

    For starters, I'd request that one of the coaches (maybe @Coach Jon) reset your account from the backend by deleting all your old transactions. Consider whether you also want them to delete any account syncs, recurring series, etc. That way, you could start from scratch. Personally, I learn by trial and error, but you might consider searching for "Simplifi Tutorial" on YouTube. There are some pretty good ones out there.

    You might also read Quicken's Support page (click here) which has a lot of good articles about how to get started.

    Then, as you have questions, let us know in the forum.

    Chris
    Spreadsheet user since forever.
    Quicken Desktop user since 2014.
    Quicken Simplifi user since 2021.

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