Using Quicken Assist
Overview
Quicken Assist helps you understand and act on your financial data inside Simplifi.
It brings together:
Your real financial data
Simplifi tools (transactions, Spending Plan, goals, bills, investments, watchlists)
Financial knowledge and reasoning
Real-time web search for relevant news and best practices
The result is guidance tailored to your situation—helping you move beyond tracking your money to understanding what it means and what to do next.
Note: Quicken Assist is currently in beta and available in Simplifi (coming soon to Quicken Business & Personal). It is continuously improving and may occasionally misunderstand a request or attempt something it can’t yet do. If that happens, start a new chat and try again.
Why It Matters
Managing money isn’t just about tracking—it’s about understanding.
Quicken Assist helps bridge the gap between:
What happened (your transactions and balances)
What it means (patterns, changes, and trends)
What to do next (actions, adjustments, and planning)
Instead of manually reviewing reports or digging through transactions, you can ask direct questions and get answers tailored to your financial situation.
How Quicken Assist Works
Quicken Assist uses a combination of your Simplifi data, built-in tools, and financial reasoning to respond to your questions.
Because it works within the context of your actual finances, its answers are specific to you—not just general financial guidance.
Some requests provide insights only, while others allow you to take action directly within Simplifi.
What You Can Do with Quicken Assist
Quicken Assist is designed around real financial questions you’re likely to ask.
Understand your spending
Ask why spending changed, compare time periods, or check if you’re on track.
Example:
“Why did my grocery spending increase last month?”
Build a debt payoff strategy
See your total debt, compare payoff approaches, and estimate timelines.
Example:
“What happens if I add $200/month to my credit card payments?”
Plan for upcoming expenses or goals
Evaluate affordability and understand how a decision affects your cash flow.
Example:
“Can I afford a $5,000 vacation this summer?”
Understand your investments
Review allocation, diversification, and recent changes.
Quicken Assist may also include relevant market news, but provides educational context only—not personalized investment advice.
Run “what if” scenarios
Test financial decisions before making them.
Example:
“What happens if my income drops by 10%?”
Spot patterns and trends
Identify overspending, irregular categories, or subscription creep.
Example:
“Which categories do I overspend in most often?”
Review subscriptions and recurring costs
Get a clear picture of ongoing commitments, including annual impact and recent changes.
Example:
“How much am I spending on subscriptions each year?”
Navigate Simplifi and Take Action
Use Quicken Assist as a shortcut to:
Open tools like Spending Plan or Reports
Find uncategorized transactions
Create savings goals
Update up to 50 transactions at a time
What Quicken Assist Cannot Do
Quicken Assist has important limits:
It cannot modify external bank accounts
It cannot create custom reports or export files
It cannot take actions outside of Simplifi
It does not provide tax or legal advice
It does not retain memory across new chat sessions
Guidelines for Getting the Best Results
Ask specific questions
More detail leads to better answers.
Instead of:
“What happened with my spending?”
Try:
“Why did my restaurant spending increase in March?”
Start a new chat when needed
If responses become slow or unclear, starting a new chat resets context and improves accuracy.
Use past conversations for reference
Previous chats are available in the sidebar, even though they don’t carry forward into new sessions.
Share feedback
Use the thumbs up or down on responses to help improve Quicken Assist.
Review before acting
Quicken Assist can help you explore options and model scenarios, but it’s important to review financial decisions before taking action—especially when working with projections or planning changes.
Opening Quicken Assist
To open Quicken Assist:
Click the Quicken Assist icon (four-pointed star) in the lower-right corner of any screen
The chat opens as an overlay so you can ask questions without leaving your current view.
To close:
Click the X in the upper-right corner
Or minimize the panel to keep it running
You may disable the feature at any time in Quicken Simplifi on the general settings page.
Disclosure & Consent
Please click here for full disclaimers.
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