My history with Quicken

Jim.Zeus

I have used Quicken for over 20 years. I got away from it for about the past 2 years. Now I get a message my subscription is expired. I also saw something about Simplify. I think I signed up for it but I don't know what it is or how to use it. I need a lot of help with it.

Coach Natalie

@Jim.Zeus, thanks for introducing yourself to the Community!

Using the email address associated with your Community account, I see that you're currently subscribed to Quicken Simplifi. Quicken Simplifi is a new cloud-based product from Quicken, meaning you access it via a web browser and/or the mobile app rather than installing a program on your computer.

Our help article here goes over the main differences between Quicken Classic (the desktop version) and Quicken Simplifi (the cloud version): https://support.simplifi.quicken.com/en/articles/6380989-what-s-the-difference-between-quicken-simplifi-and-quicken-classic

And here is Quicken Simplifi's official help site, which has lots of articles and info on using Quicken Simplifi: https://support.simplifi.quicken.com/en/

Our Getting Started article here would likely be a good place for you to start: https://support.simplifi.quicken.com/en/articles/4284318-getting-started-in-quicken-simplifi

Let us know what specific questions you have so the Community can lend a hand!

SRC54

Welcome Jim! First thing to do is connect your accounts. Once you download some transactions, you can clean them up by assigning categories and/or splits.

Later you can start on a spending plan for April. And later as you get used to it, you can personalize your categories (if you wish).

Good luck. With all your experience with Quicken Classic, it shouldn't take you long. Just go slow and enjoy the ride.