Getting Started
Getting set up takes just a few minutes, and it’s worth it. Connect your accounts and make a few quick customizations to see all your finances clearly in one place. Quicken keeps everything organized, accurate, and ready for reports or tax time — so you always know where you stand. With your setup complete, you can easily track spending, set goals, and plan with confidence.
Set Up
- Quick Start Guide
- Setting Up Your Business (Quicken Business & Personal)
- Supported Currencies
- Importing Transactions from Other Platforms (Web App Only)
- Getting to Know Your Dashboard
- Enabling Early Access
- Managing Notifications in Quicken
- Earning Achievements in Quicken
- How to Share Your Quicken Data
- Using Quicken Dark Mode
- Date Commands for the Date Picker Calendars
- Introduction to the Community
Managing Your Accounts
- How to Edit Your Bank Account Names and Types
- What Account Types Are Supported in Quicken?
- How to Delete Accounts in Quicken
- How to Exclude Accounts From Reports and the Spending Plan
- Marking Accounts As Closed
- How to Make an Account 'Manual'
- How to Link Accounts
- How Often Does Quicken Simplifi Update My Accounts?
- Updating Your Bank Login Information
- When and How to Reset Your Account Connections
- How to Add and Remove Columns
- Does Quicken Simplifi Have a Running Balance Column?
- Loan & Liability Tracking in Quicken Simplifi
- Using Projected Cash Flow
- Reconciling Accounts in Quicken Simplifi
- How to Hide Closed Accounts and Savings Goals from the Accounts List
- Account to Account Transfers (A2A)
- Using Zillow to Track Your Real Estate Market Values
- Managing When Your Connected Bank Updates
- Tracking Business and Personal Asset Accounts
Managing Your Subscription and Simplifi Account
- Quicken Simplifi Subscription Questions
- How Do I Cancel and Request a Refund for My Quicken Simplifi Subscription?
- How Do I Resubscribe If My Renewal Payment Failed?
- Why Do I See a Charge from Quicken for $1.00?
- How Do I Change My Quicken Simplifi Email Address?
- How Do I Opt-Out of Quicken Simplifi Marketing Emails?
- Why is Quicken contacting me about recovering funds for a Transfer funding failure?
- How to Activate Your Quicken Simplifi Subscription