8 Things you'll want to know how to do in Quicken Simplifi in 2025

Ready to make the most out of Quicken Simplifi this year? I’m walking you through 8 essential features that will help you stay organized, save time, and stick to your budget. Plus, I’ll show you how I set up my own real-life budget inside the app so you can follow along step by step! Check out New Features added to Quicken Simplifi in 2024 and How to Use Them:    • New Features added to Quicken Simplifi in ...   CHAPTERS 0:00 - Intro 0:36 - Take inventory of bills 1:14 - Ensure budgets and rollovers are set up 2:43 - Set up account to account transfers 3:16 - Set up custom rules 4:32 - Share your account with a partner 5:03 - Explore the retirement planner 6:53 - Grab your tax reports 7:59 - Use Bill Connect for credit cards ---------- 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/ Follow us wherever you use social media: Facebook:   / quicken   Instagram:   / quickenofficial   TikTok:   / quickenofficial   LinkedIn:   / quicken-inc  .