How to Manage Your Money in Quicken Simplifi

In this video, we'll go through some of the most used features of the Quicken Simplifi app. Get the full picture, or jump to any of the following chapters to learn how to use a specific feature:
00:00 Introduction
00:32 How to use the Quicken Simplifi spending plan
02:04 How to use categories and tags
03:31 How to use recurring transactions
04:59 How to link transactions to reminders
05:52 How to use watchlists
07:23 How to change, sort, and filter your transactions view
08:50 How to see cash projections
09:38 How to use Bill Connect to see upcoming bills
10:33 Final thoughts
----------
Quicken is the best-selling personal finance software in the US. Learn more at www.quicken.com.
For Quicken Simplifi tips and tricks, visit:
help.simplifimoney.com/
community.simplifimoney.com/
For Quicken Classic tips and tricks, visit:
www.quicken.com/support
www.quicken.com/community
Follow us wherever you use social media:
Facebook: / quicken
Instagram: / quickenofficial
TikTok: / quickenofficial
LinkedIn: / quicken-inc .

[@PhilLeamon]

You have the best video on TH-cam!! I struggle with handling ATM withdrawls. I would love to see something on handling transfers from ATM to a manual Cash account

[@johntalley9444]

How can I get credit to post before debits with the same date?

[@creamtopperwazoo1867]

Very interesting. Can you do all the same features in Quicken Classic? Good video.

[@Quicken]

Thanks for the positive feedback! Quicken Simplifi and Quicken Classic have a lot of similar features, but some, such as the Spending Plan, are exclusive to Quicken Simplifi. You can compare all Quicken offerings and learn more about each of their features here: www.quicken.com/products/pricing-comparison/

[@ramseymellette3169]

Great video. Do you also happen to cover Quickbooks Online for Business?

[@Quicken]

Hi! No, Quicken and Intuit (Quickbooks) are separate companies now. Please feel free to reach out if you have any further questions! -ER