Getting Started

Discussion List

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  My history with Quicken

  Jim.Zeus 48 views 3 comments 0 points Most recent by Flopbot March 27Introduce yourself!
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  Help getting started with quicken simplifi

  System 22 views 2 comments 0 points Most recent by Coach Jon March 25Getting Started
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  Confusion with Planned Spending and Bank Connections (edited)

  shely6875 45 views 10 comments 0 points Most recent by SRC54 March 9Feedback
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  Migrating from Simplifi to Personal & Business

  Closed Mortimer Duke 42 views 4 comments 0 points Most recent by DryHeat February 1Quicken Business & Personal Feedback
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  Set Up Tutorial

  Answered ✓ Closed PAUSE4PETS 72 views 1 comment 0 points Most recent by Coach Jon January 22Getting Started
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  Simplifi Business & Personal Information

  Closed Dick_Davis 48 views 2 comments 1 point Most recent by Dick_Davis December 2025Getting Started
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  Merged: Looking for a Simplifi coach

  Closed System 1 view 0 comments 0 points Most recent by hht2day November 2025Getting Started
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  Import from Quicken

  Closed pcc 51 views 1 comment 0 points Most recent by Coach Jon October 2025Feedback
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  Clicking on Quicken Business & Personal Opens Simplifi

  Closed Dick_Davis 47 views 6 comments 0 points Most recent by Dick_Davis September 2025Quicken Business & Personal Feedback
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  Simplifi User Interface and Capabilities questions

  Answered ✓ Closed NivaR 93 views 4 comments 0 points Most recent by NivaR August 2025Getting Started
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  Pictures of the Screens with is Marked for Reference

  Answered ✓ Closed Dick_Davis 35 views 1 comment 0 points Most recent by Coach Jon August 2025Getting Started
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  Good first 45 Days and Leading to Goal of Complete Migration from Quicken Classic Premier

  Closed Dick_Davis 22 views 1 comment 2 points Most recent by SRC54 July 2025Share your Success!
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  Getting Started

  Closed Doris 22 views 2 comments 0 points Most recent by Coach Kristina July 2025Quicken Business & Personal Feedback
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  Hire a Dedicated Simplifi Coach/Consultant

  Answered ✓ Closed MC3 68 views 1 comment 0 points Most recent by Coach Natalie June 2025Getting Started
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  Moving from Quicken Classic to Simplifi

  Closed Dick_Davis 434 views 3 comments 0 points Most recent by Coach Jon June 2025Getting Started
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  Starting with Quicken Simplifi

  Answered ✓ Closed HGiara 44 views 1 comment 0 points Most recent by Flopbot May 2025Getting Started
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  What is the best way to set myself up in Quicken Business & Personal coming from Quickbooks?

  Closed PawsitiveTraining 130 views 2 comments 0 points Most recent by PawsitiveTraining May 2025Quicken 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 27 views 1 comment 0 points Most recent by Flopbot May 2025Getting Started
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  Switching from YNAB

  Closed the_googe 383 views 5 comments 0 points Most recent by DryHeat April 2025Getting Started
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  Struggling with getting started and playing catch-up

  Answered ✓ Closed BLLO 215 views 3 comments 0 points Most recent by DryHeat March 2025Managing Businesses
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  my name is Grace, I'm new (edited)

  Closed ngoducke1621 55 views 4 comments 1 point Most recent by Coach Kristina March 2025Introduce yourself!
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  Hello from Ray

  Closed kindeshaun 31 views 4 comments 1 point Most recent by Flopbot March 2025Introduce 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 211 views 6 comments 1 point Most recent by UrsulaA November 2024Introduce yourself!
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  Hello everybody

  Closed Andrii 22 views 3 comments 3 points Most recent by DannyB November 2024Introduce yourself!
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  Introduction

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

  Answered ✓ Closed Earle 24 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 110 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 72 views 2 comments 0 points Most recent by Dougray July 2024Getting Started