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English
$
USD
I will help you automate your personal budget in quicken simplifi
I live in the United States and have assisted people with their personal finances for over 8 years. I am a Certified Financial Coaching Master, helping clients reach their personal financial goals. I ...
Level 2
Has met high performance criteria and has a proven track record for meeting client expectations.
Highly Responsive
Known for exceptionally quick replies
About this Gig
Are you struggling to start budgeting or keep track of your money?
Let me help you get your Quicken Simplifi fully set up, automated, and personalized so you can finally feel in control of your finances.
What I Offer
- Full Quicken Simplifi setup (accounts, categories, and goals)
- Creation of custom rules for automatic transaction sorting
- Setup of spending plans and alerts for bills & goals
- Walkthrough of key features so you understand how to maintain it
- Optional budget check-ins and updates
With my help, youll go from overwhelmed to organized with a budgeting system that actually fits your life.
Why Choose Me
- Experienced with Quicken Simplifi and other finance tools
- Clear, non-judgmental guidance perfect for beginners
- Focus on automation and real results
- Friendly and supportive communication
Please contact me before ordering to make sure we choose the right package and plan for your goals.
Other Personal Finance Services I Offer
FAQ
Do I need to have a Quicken Simplifi subscription?
Yes, you’ll need an active Simplifi account. I can guide you through setup if you don’t have one yet.
Will you need access to my accounts?
No passwords or sensitive info are shared. We’ll do everything together via a secure screen-sharing session or step-by-step guide.
Can you help me maintain my budget each month?
Absolutely! The Premium tier includes ongoing monthly updates and coaching. I also offer custom packages for on-going support.
What if I’m completely new to budgeting?
Perfect — I specialize in helping beginners build confidence and automate their finances with Quicken Simplifi.
Reviews
5 reviews for this Gig
| (5) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
M make1_
United States
The freelancer was great. He took a very difficult, complex task of around 20 different accounts mixed with both business and personal transactions and was able to customize a plan just right for me. He's a great on the spot problem solver, highly recommend!
$100-$200
Price
5 weeks
Duration
Helpful?J jpwraslin
United States
Ongoing collaborationExcellent work!
$50
Price
3 days
Duration
Helpful?E 
ecommguild
United States
Ongoing collaborationThanks again for the continued lessons!
$50
Price
7 days
Duration
Helpful?E ecommguild
United States
Ongoing collaborationFinancialMirror was very professional and understood my needs regarding using Quicken and helping with my budget set up. I will continue to work with him as he offers so much more in regards to finance. A+
$50
Price
5 days
Duration
Helpful?L lionz71
United States
really liked the way he approached my software issues
$50-$100
Price
2 days
Duration
Helpful?
Reviews
5 reviews for this Gig
| (5) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
M make1_
United States
The freelancer was great. He took a very difficult, complex task of around 20 different accounts mixed with both business and personal transactions and was able to customize a plan just right for me. He's a great on the spot problem solver, highly recommend!
$100-$200
Price
5 weeks
Duration
Helpful?J jpwraslin
United States
Ongoing collaborationExcellent work!
$50
Price
3 days
Duration
Helpful?E ecommguild
United States
Ongoing collaborationThanks again for the continued lessons!
$50
Price
7 days
Duration
Helpful?E ecommguild
United States
Ongoing collaborationFinancialMirror was very professional and understood my needs regarding using Quicken and helping with my budget set up. I will continue to work with him as he offers so much more in regards to finance. A+
$50
Price
5 days
Duration
Helpful?L lionz71
United States
really liked the way he approached my software issues
$50-$100
Price
2 days
Duration
Helpful?
