FAQ Section

Discussion List

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  How to access the Community from Quicken Simplifi

  Closed UrsulaA 45 views 0 comments 2 points Started by UrsulaA October 4
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  Flag Uses - Exclude tags from reports and track investment income

  Closed UrsulaA 23 views 0 comments 0 points Started by UrsulaA September 23
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  Most Requested Report Features

  Closed UrsulaA 90 views 1 comment 5 points Most recent by UrsulaA September 5
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  Simplifi Idea List/Roadmap

  Closed UrsulaA 118 views 2 comments 4 points Most recent by SRC54 September 2
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  Spending Plan Versus Budget

  Closed UrsulaA 162 views 3 comments 2 points Most recent by UrsulaA August 30
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  Savings Goals Enhancements Survey Update and Top 10 Ideas

  Closed UrsulaA 62 views 0 comments 4 points Started by UrsulaA August 30
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  Top 10 Transaction and Account Management Feature Requests

  Closed UrsulaA 33 views 0 comments 1 point Started by UrsulaA August 30
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  Top 10 Spending Plan Feature Requests

  Closed UrsulaA 53 views 0 comments 7 points Started by UrsulaA August 29
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  #TipTuesday! Creating assets for loans

  Closed Coach Blake 674 views 5 comments 1 point Most recent by Coach Jon August 29
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  Top Dashboard Features/Ideas

  Closed UrsulaA 27 views 0 comments 7 points Started by UrsulaA August 29
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  What features will make watchlists perfect for you?

  Closed UrsulaA 160 views 7 comments 3 points Most recent by RockLee March 10
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  Are past spending plans available since the start of Simplifi's subscription?

  Answered ✓ Closed UrsulaA 95 views 5 comments 0 points Most recent by UrsulaA February 23
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  Track and Research my transactions

  Closed UrsulaA 136 views 3 comments 2 points Most recent by UrsulaA December 2023
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  Idea for flag uses

  Closed MrGood 88 views 4 comments 3 points Most recent by MrGood August 2023
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  #TipTuesday: Flagging transactions for later review

  Closed Coach Natalie 388 views 3 comments 0 points Most recent by MrGood February 2023
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  Survey of Savings Goals Enhancement Ideas & Suggestions

  Closed DannyB 191 views 2 comments 6 points Most recent by Flopbot November 2022
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  #TipTuesday: Future Spending Plans

  Closed Coach Natalie 140 views 2 comments 1 point Most recent by TommyMac September 2022
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  #TipTuesday: Tips to ensure a successful CSV import.

  Closed Coach Blake 1.1K views 4 comments 0 points Most recent by corefi September 2022
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  #TipTuesday: Tracking cash transactions

  Closed Coach Natalie 649 views 1 comment 1 point Most recent by DannyB August 2022
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  #TipTuesday: Using Tags

  Closed Coach Blake 386 views 1 comment 2 points Most recent by Coach Natalie July 2022
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  #TipTuesday: Using Planned Spending

  Closed Coach Natalie 504 views 2 comments 1 point Most recent by DannyB July 2022
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  #TipTuesday: Using Planned Spending and Watchlists to budget

  Closed Coach Nicole 352 views 2 comments 2 points Most recent by DannyB June 2022
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  #TipTuesday: Using Savings Goals to break down annual/bi-annual expenses in the Spending Plan

  Closed Coach Natalie 515 views 3 comments 5 points Most recent by DannyB June 2022
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  #TipTuesday: Using Transaction Rules

  Closed Coach Nicole 411 views 7 comments 4 points Most recent by DannyB May 2022
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  #TipTuesday: Using the new Transaction Detail view

  Closed Coach Natalie 164 views 5 comments 1 point Most recent by DannyB April 2022
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  #TipTuesday - Notifications

  Closed Coach Blake 147 views 3 comments 1 point Most recent by Jedp March 2022
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  #TipTuesday: Using splits in the Spending Plan

  Closed Coach Natalie 298 views 0 comments 1 point Started by Coach Natalie February 2022
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  #TipTuesday: Using Reports to see where you stand for the year

  Closed Coach Natalie 78 views 2 comments 1 point Most recent by Coach Natalie January 2022
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  #TipTuesday: Categories vs. Tags

  Closed Coach Natalie 980 views 1 comment 0 points Most recent by kscooley November 2021
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  #TipTuesday: Tracking Refunds with the Refund Tracker

  Closed Coach Natalie 144 views 0 comments 1 point Started by Coach Natalie November 2021