When I sign in on the web I don't see any prompts or questions to answer regarding adding accounts; how do I even begin the setup?
Did you subscribe to Simplifi? Are you at app.simplifimoney.com?
The community is community.simplifimoney.com, which is where we are now.
@dlmilord
Welcome to Simplifi! Sounds like this might be a problem with the URL you’re using.
Once you’re in the app, go to App > Settings > Accounts > + Button to add your first account.
On a computer (not a phone), Simplifi is a website that you access through a browse (so, not actually an app).
To access your finances, first go to quicken.com and hover over "Sign In" to reveal the menu of financial software available, then click on Quicken Simplifi to open Simplifi on a web page. (you may have to sign in)
That will take you to the Simplifi Dashboard, and from there you can access all the features of Simplifi.
You can also "install" the website as a Progressive Web App (PWA) so that you can launch it from an icon like a real app. How you do that depends on what browser you are using.
I would say that you should start by connecting accounts. Go to the top of the Accounts Column and hit the + button in the blue box, and follow the prompts.
Here is also a support article to help you get started:
https://support.simplifi.quicken.com/en/collections/2721888-getting-started
Feel free to ask specific questions too. Good luck.
Thanks, but I don't even have an Accounts Column - all that I seem to have access to is the Quicken / Community Homepage / Discussions, etc. page
Thanks to everyone for your posts - apparently I was not actually subscribed yet - I'm in good shape now 😃
Glad you are on the right track. Let us know how it goes.
to add accounts, if you are signed in, you can either go to settings, the gear icon, then Accounts then add…. Or from the accounts(iPhone)/transactions(ipad) menu, there is a button to add accounts.
