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


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Quicken is the best-selling personal finance software in the US. Learn more at https://www.quicken.com.

For Quicken Simplifi tips and tricks, visit:
https://help.simplifimoney.com/
https://community.simplifimoney.com/

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https://www.quicken.com/support
https://www.quicken.com/community

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