Where can I get help to get started?
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where can I get help to get started?
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Getting started help
Videos
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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The videos are very outdated and extremely basic!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.
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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.
Chris
Quicken Desktop user since 2014.
New to Simplifi in 2021.1 -
@User209J7H!, you can review our help articles in our Help Center, as they have much more up-to-date info and videos:
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):
I hope this helps!
-Coach Natalie
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