Quicken Help
Managing Your Accounts
- Adding Accounts in Quicken
- New and Improved Way to Connect to Your Financial Institution (OAuth API)
- 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 Transactions
- Managing Transactions in Quicken Simplifi
- How to Create an Income Transaction
- How to Manually Import Transactions
- How to Track Pre-Deposit Paycheck Deductions
- How Do I Track Cash in Quicken Simplifi?
- Transaction Search Tips
- Does Quicken Download Pending Transactions?
- Managing Categories and Subcategories
- How to Recategorize a Transaction
- Using Tags to Organize Transactions in Quicken Simplifi
- How to Use Transaction Rules
- Managing Recurring Transactions
- What's the Difference Between 'Bills' and 'Subscriptions'?
- Linking Transactions to Reminders
- How to Skip an Instance of a Recurring Reminder
- What Do the Colored Icons for Reminders Mean?
- Flagging Transactions in Quicken Simplifi
- How to Exclude and Include Transactions from Reports and the Spending Plan
- How Do Transfers Work?
- How to Export Transactions
- Using the 'Reviewed' Column
- Tracking Shared Expenses
- Amount Matching for Recurring Transactions
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