Help getting started with quicken simplifi

System
System Administrator admin
edited March 25 in Getting Started

This discussion was created from comments split from:

My history with Quicken.

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  • Froggy
    Froggy Member
    edited March 25

    Hello, After 15 years with MechCAD's Ace Money, the whole of meticulous entries for 2025 was no where to be found!! No one responded to my frantic inquiries for months, so a decision to try Quicken was easy, strictly for personal bookkeeping use. I'll look at the tutorial again, but written directions for setting up Simplifi while on my computer would be useful: bouncing back and forth is intimidating. Are there printed instructions? ALSO, how do I put your 'Q' logo on my tool bar? AND this is still probably the free 'acquaintance' session. If my set up is correct, will it remain once my permanent status begins?

    Froggy , [removed - privacy]

  • Coach Jon
    Coach Jon Moderator admin

    Hello @Froggy,

    Thanks for reaching out! And welcome to Quicken Simplifi! We have a great Getting Started section here that covers the basics: https://support.simplifi.quicken.com/en/collections/2721888-getting-started

    You can also view all of our support articles here, which should cover every aspect of Quicken Simplifi: https://support.simplifi.quicken.com/en/

    I hope this helps!

    -Coach Jon

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