Getting Started

Discussion List

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  Merged: Looking for a Simplifi coach

  Closed System 4 views 0 comments 0 points Most recent by hht2day November 5Getting Started
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  Import from Quicken

  Closed pcc 34 views 1 comment 0 points Most recent by Coach Jon October 20Feedback
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  Clicking on Quicken Business & Personal Opens Simplifi

  Closed Dick_Davis 29 views 6 comments 0 points Most recent by Dick_Davis September 18Quicken Business & Personal Feedback
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  Simplifi User Interface and Capabilities questions

  Answered ✓ Closed NivaR 66 views 4 comments 0 points Most recent by NivaR August 21Getting Started
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  Pictures of the Screens with is Marked for Reference

  Answered ✓ Closed Dick_Davis 23 views 1 comment 0 points Most recent by Coach Jon August 19Getting Started
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  Good first 45 Days and Leading to Goal of Complete Migration from Quicken Classic Premier

  Closed Dick_Davis 25 views 1 comment 2 points Most recent by SRC54 July 26Share your Success!
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  Getting Started

  Closed Doris 22 views 2 comments 0 points Most recent by Coach Kristina July 19Quicken Business & Personal Feedback
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  Hire a Dedicated Simplifi Coach/Consultant

  Answered ✓ Closed MC3 49 views 1 comment 0 points Most recent by Coach Natalie June 9Getting Started
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  Moving from Quicken Classic to Simplifi

  Closed Dick_Davis 244 views 3 comments 0 points Most recent by Coach Jon June 2Getting Started
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  Starting with Quicken Simplifi

  Answered ✓ Closed HGiara 36 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 83 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 21 views 1 comment 0 points Most recent by Flopbot May 9Getting Started
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  Switching from YNAB

  Closed the_googe 237 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 147 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 53 views 4 comments 1 point Most recent by Coach Kristina March 15Introduce yourself!
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  Hello from Ray

  Closed kindeshaun 32 views 4 comments 1 point Most recent by Flopbot March 3Introduce yourself!
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  Unexpected files on Desktop

  Closed JECh0707 22 views 1 comment 0 points Most recent by Coach Jon December 2024Troubleshooting
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  New to Simplifi - longtime Quicken user

  Closed LarryOld 189 views 6 comments 1 point Most recent by UrsulaA November 2024Introduce yourself!
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  Hello everybody

  Closed Andrii 25 views 3 comments 3 points Most recent by DannyB November 2024Introduce yourself!
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  Introduction

  Closed Joe.Hoss 45 views 5 comments 0 points Most recent by SRC54 October 2024Introduce yourself!
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  loan from friend

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

  Closed CK9 32 views 4 comments 3 points Most recent by RobWilk September 2024Introduce yourself!
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  Credit Karma Refugee

  Closed Robanthi 52 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 66 views 2 comments 0 points Most recent by Dougray July 2024Getting Started
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  I want to get off an obsolete Mac desktop on to a mobile based only solution.

  Answered ✓ Closed Traingeekquicken 42 views 3 comments 0 points Most recent by SRC54 July 2024Getting Started
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  Delete Dataset Request

  Closed LuckyLeah 12 views 1 comment 0 points Most recent by Coach Jon July 2024Troubleshooting
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  How do I login to web app from MacBook Air?

  Answered ✓ Closed N4KHQ 414 views 6 comments 0 points Most recent by N4KHQ July 2024Getting Started
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  New to Simplifi

  Closed Prandrews1 177 views 16 comments 0 points Most recent by Prandrews1 July 2024Introduce yourself!
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  A welcoming hello.

  Closed BBJ 22 views 1 comment 0 points Most recent by UrsulaA July 2024Introduce yourself!
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  Can't get to login screen on Chrome or Safari..

  Answered ✓ Closed stevewhite 43 views 1 comment 0 points Most recent by stevewhite June 2024Troubleshooting