The first verifies your name and zip code (pre-populated based on your billing information). And log-in again.Ī welcome screen starts a basic onboarding process.

Add your cell-phone number again to have the Android or iOS app link texted to you. Then you’ll add your cell-phone number and password, and that’s it – you’re in. Simplifi by Quicken review: Ease of useĪfter you choose between a monthly or annual plan, you’ll set up an account log-in with your email address and provide payment information. You can request phone support from the help center. The service has live chat support 8 am to 5 pm Pacific seven days a week.

We could search for more information on a topic, or initiate a conversation with the bot and then a live agent. The right nav bar has a support icon click the question mark and a chat and help pop-up appears at the right of the screen. Additional guidance pops up when you first enter a section, as when we checked out the spending plan.

When you first log into the service, Simplifi has a guided tour that walks you through the sections. Simplifi by Quicken review: Available Help It can help with savings goals and make suggestions for your budget based on your spending, but it doesn’t create multiple budgets or rollover budgets, nor does it do year-long budgeting – all of which the more traditionally structured Quicken can handle.

You can create a budget for a month, create watchlists to track how much you’re spending, and choose to ignore one-time transactions from a monthly spending plan (something Quicken can’t do). The Simplifi service has strong budgeting features, even though you won’t see the word budget anywhere in the interface.

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