Do you reconcile with Simplifi? We want your input! Please give us your opinion in this survey here!

New User Questions

hcaroselli Member
edited December 2022 in Getting Started
I installed Simplifi about 1 hour ago and I am setting up my account. At this point, I have 2 questions.

1. Re: current bills or income sources - If I pay a bill or get a paycheck regularly, I consider that a recurring transaction. When I set these up I am asked to enter the amount and although the bill or paycheck comes on a regular basis, the amount may vary. What is the best way to set these up?

2. When I was adding Investment accounts I was not able to add T. Rowe Price. It is not in the Simplifi database or something.  Why not? What do I do to track those investments?

Thank you.

Best Answer

  • Flopbot
    Flopbot Superuser ✭✭✭✭✭
    edited November 2022 Answer ✓

    Are you still looking for answers to this?  I noticed that your other post was about canceling your account.  Unfortunately, I don’t have a T. Rowe Price account so I can’t answer that question.

    Simplifi is Quicken's cloud-based option.  For what it’s worth, you might find this post useful in your consideration of Simplifi (click here).

    Quicken Desktop user since 2014.
    New to Simplifi in 2021.
This discussion has been closed.