Quicken Simplifi / Quicken Business & Personal

Welcome to Quicken University

Welcome to Quicken University — your help and learning center for Quicken Simplifi and Quicken Business & Personal.

Whether you're just getting started or looking to get more out of a specific feature, use the sections below to find what you need.

Getting Started	Set up your account, connect your financial institutions, and get familiar with your product.
Tracking Income	Record and manage the money coming in, from paychecks and deposits to invoices and client payments.
Tracking Expenses	Categorize transactions, manage bills, and keep a clear picture of where your money is going.
Working With Transactions	Enter, edit, split, and organize your transactions, and set up rules to save time.
Spending Plan	Build and manage a Spending Plan to budget for bills, everyday spending, and savings goals.
Running Reports	Run reports to understand your financial picture and prepare for tax time.
Financial Basics	Plain-language explanations of financial and accounting concepts to help you get the most out of Quicken.