How do I use Simplifi

NoraBelle

Hi, my name is NoraBelle. I just downloaded Quicken Simplifi. How do I separate my investments based on the institution holding my investments? I don't know how to use any of this.

Coach Kristina

Hello @NoraBelle,

Thank you for reaching out, and welcome to Quicken Simplifi! To answer your question, when you add accounts, they should automatically be grouped. For information on adding accounts in Quicken Simplifi, please see this article: https://support.simplifi.quicken.com/en/articles/4295304-adding-accounts-in-quicken-simplifi#how-to-connect-and-add-your-account--

You may also find this article on getting started with Quicken Simplifi helpful: https://support.simplifi.quicken.com/en/articles/4284318-getting-started-in-quicken-simplifi

I hope this helps!

DannyB

Hi @NoraBelle

If your main purpose is to track/manage investment accounts, Quicken Simplifi may not be the best choice. QS is primarily a personal finance planning platform using a month-to-month planning tool for income and expenses. Naturally, to make this work in the real world QS provides the means to connect with the user's financial institutions to keep track of how the monthly Spending Plan works practically.

Investment accounts are among the types of accounts that QS can connect to and help track, but that is not it's primary strength.

The articles @Coach Kristina points you to have help all of us learn how to affectively use QS.

Good luck.