Getting Started

Discussion List

• 
  Hire a Dedicated Simplifi Coach/Consultant

  Answered ✓ MC3 26 views 1 comment 0 points Most recent by Coach Natalie June 9Getting Started
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  Moving from Quicken Classic to Simplifi

  Dick_Davis 46 views 3 comments 0 points Most recent by Coach Jon June 2Getting Started
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  Starting with Quicken Simplifi

  Answered ✓ HGiara 31 views 1 comment 0 points Most recent by Flopbot May 29Getting Started
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  What is the best way to set myself up in Quicken Business & Personal coming from Quickbooks?

  Closed PawsitiveTraining 29 views 2 comments 0 points Most recent by PawsitiveTraining May 14Quicken Business & Personal Feedback
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  Haven't logged into my account for about a year and I need to clean it all up (edited)

  Closed Norelle 22 views 1 comment 0 points Most recent by Flopbot May 9Getting Started
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  Need to know more about Simplifi

  Answered ✓ Closed CaliQkn 48 views 6 comments 0 points Most recent by CaliQkn April 22Getting Started
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  Switching from YNAB

  Closed the_googe 111 views 5 comments 0 points Most recent by DryHeat April 3Getting Started
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  Struggling with getting started and playing catch-up

  Answered ✓ Closed BLLO 83 views 3 comments 0 points Most recent by DryHeat March 31Business Accounts
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  my name is Grace, I'm new (edited)

  Closed ngoducke1621 57 views 4 comments 1 point Most recent by Coach Kristina March 15Introduce yourself!
• 
  Hello from Ray

  Closed kindeshaun 36 views 4 comments 1 point Most recent by Flopbot March 3Introduce yourself!
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  Unexpected files on Desktop

  Closed JECh0707 25 views 1 comment 0 points Most recent by Coach Jon December 2024Troubleshooting
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  New to Simplifi - longtime Quicken user

  Closed LarryOld 140 views 6 comments 1 point Most recent by UrsulaA November 2024Introduce yourself!
• 
  Hello everybody

  Closed Andrii 23 views 3 comments 3 points Most recent by DannyB November 2024Introduce yourself!
• 
  Introduction

  Closed Joe.Hoss 41 views 5 comments 0 points Most recent by SRC54 October 2024Introduce yourself!
• 
  loan from friend

  Answered ✓ Closed Earle 25 views 1 comment 0 points Most recent by DannyB September 2024Getting Started
• 
  Newbi to SimpliFi

  Closed CK9 31 views 4 comments 3 points Most recent by RobWilk September 2024Introduce yourself!
• 
  Credit Karma Refugee

  Closed Robanthi 51 views 7 comments 0 points Most recent by UrsulaA August 2024Introduce yourself!
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  How do I get started to enter info ?

  Answered ✓ Closed Dougray 67 views 2 comments 0 points Most recent by Dougray July 2024Getting Started
• 
  I want to get off an obsolete Mac desktop on to a mobile based only solution.

  Answered ✓ Closed Traingeekquicken 43 views 3 comments 0 points Most recent by SRC54 July 2024Getting Started
• 
  Delete Dataset Request

  Closed LuckyLeah 13 views 1 comment 0 points Most recent by Coach Jon July 2024Troubleshooting
• 
  How do I login to web app from MacBook Air?

  Answered ✓ Closed N4KHQ 338 views 6 comments 0 points Most recent by N4KHQ July 2024Getting Started
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  New to Simplifi

  Closed Prandrews1 160 views 16 comments 0 points Most recent by Prandrews1 July 2024Introduce yourself!
• 
  A welcoming hello.

  Closed BBJ 21 views 1 comment 0 points Most recent by UrsulaA July 2024Introduce yourself!
• 
  Can't get to login screen on Chrome or Safari..

  Answered ✓ Closed stevewhite 47 views 1 comment 0 points Most recent by stevewhite June 2024Troubleshooting
• 
  We're having trouble retrieving your dataset

  Closed JDLR80 61 views 9 comments 0 points Most recent by JDLR80 May 2024Troubleshooting
• 
  How to start over fresh?

  Answered ✓ Closed Sanyi2 88 views 1 comment 0 points Most recent by Coach Jon April 2024Getting Started
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  Want to start using the program again

  Closed Fireboss 32 views 2 comments 0 points Most recent by Coach Jon April 2024Troubleshooting
• 
  Set Up and Getting Started

  Closed carcat 78 views 1 comment 0 points Most recent by Coach Kristina April 2024Getting Started
• 
  Where can I get help to get started?

  Closed System 73 views 5 comments 0 points Most recent by Coach Natalie April 2024Getting Started
• 
  How do you deal with a Hourly Job income?

  Answered ✓ Closed Mkats13 187 views 4 comments 0 points Most recent by DannyB March 2024Getting Started