Where can I get help to get started?

System

This discussion was created from comments split from:

Welcome Mint Users!.

sjkeefe

where can I get help to get started?

UrsulaA

Getting started help

https://help.simplifimoney.com/en/collections/2721888-getting-started

https://help.simplifimoney.com/en/articles/8545901-how-to-import-transactions-from-mint

https://help.simplifimoney.com/en/articles/8912157-how-to-import-account-balance-history

Videos

https://www.youtube.com/%40Quicken/playlists

User209J7H!

The videos are very outdated and extremely basic! It would be a huge help to have more of these that are updated and more in depth since my very first time in speaking with a help representative was not very good. (:. They were not very knowledgeable about the basics of the product.

Flopbot

I’m not exactly sure how to get back to this screen, but while setting up a new account for someone, I was prompted that Simplifi was offering a free one-on-one support session for new users. If a rep from Simplifi in this community could chime in, they could likely direct you where to click. That would probably be the best to get you started quickly.

Coach Natalie

@User209J7H!, you can review our help articles in our Help Center, as they have much more up-to-date info and videos: https://help.simplifimoney.com/en/

You can also contact our Chat Support directly and request a Quicken Simplifi 1-2-3 session, where an agent will help you get started and answer any questions you may have (this is what Flopbot is referring to): https://help.simplifimoney.com/en/articles/5077917-how-to-contact-support

I hope this helps!

-Coach Natalie