New Feature Alert: Quicken Assist Chat!

We’re excited to announce that Quicken Assist Chat is now available for 60% all of Early Access Basic subscribers 50% of all Basic subscribers on both the Web and Mobile apps! Quicken Assist Chat is an in-product AI chat experience designed to help you understand your finances, explore insights, and complete tasks more efficiently—all by asking questions in natural language.

With Quicken Assist Chat, you can:

• Get personalized guidance based on your Quicken Simplifi data, goals, and preferences
• Learn how features work and get step-by-step help with common tasks
• Search for specific transactions or account details quickly
• Create or update items like savings goals, transactions, and transaction rules when you ask
• Receive suggestions, such as saving strategies or timelines, tailored to your situation

Quicken Assist Chat reviews your data and explains its reasoning, but never takes action without your review and approval. Previous conversations are saved so you can revisit your questions anytime.

Please note that Quicken Assist Chat is not yet available for Quicken Business & Personal, but our product team is reviewing adding it as part of a future release.

Try it out and let us know what you think! For step-by-step instructions on enabling and accessing Quicken Assist Chat, check out the full support article here: Using Quicken Assist Chat

Help us improve Quicken Assist Chat! Let us know what’s working, what could be better, or any ideas you have: