Is My Quicken Simplifi Data Backed Up? (Edited)

Josienurse

I'm wondering if all the information from my checking account is "backed up" in Quicken - or do I have to do some type of backup with this data separately.

Also wonder if all the changes and adding of new catagories in my checking account will be the same for any other accounts I add on to Quicken Simplify.

THanks

Coach Aldair

Hi @Josienurse,

I'm happy to clarify!

1. Your data: Quicken Simplifi is a cloud-based service, meaning your financial information is stored on Quicken-hosted servers and is accessible when you sign in to your account. You do not need to create a separate backup file like you would with desktop software. Quicken also uses security measures to protect your financial information.
2. Categories: Any custom categories or subcategories you create are available across your accounts in Quicken Simplifi. You won't need to recreate them every time you add another checking, savings, or credit card account.

For more information about how Quicken Simplifi handles your financial information, please see our How Does Quicken Simplifi Connect to My Bank? article.

I hope this helps make things a little clearer as you continue getting started!

Thanks!