Spending Plan help
Review planned spending, available funds, recurring bills, and income when the Spending Plan does not match what you expect.
Get troubleshooting guidance for Spending Plan questions, mobile sync, connected accounts, transactions, reports, and notifications.
Call 1800-209-8240Start by identifying whether the issue affects one connected account, one device, or your full Simplifi profile. That detail helps narrow the next troubleshooting step.
Review planned spending, available funds, recurring bills, and income when the Spending Plan does not match what you expect.
Troubleshoot delayed updates, missing transactions, or differences between the Simplifi mobile app and web experience.
Get guidance for reconnecting an account, reviewing duplicate entries, and resolving transactions that have stopped downloading.
Check notification settings and account data when bill reminders, spending alerts, or balance notifications are missing or incorrect.
Call the independent support desk and describe the feature, device, and issue you are seeing.
Call 1800-209-8240Independent third-party support. Not affiliated with, endorsed by, or sponsored by Quicken Inc.