Using Quicken Simplifi

Category List

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  Achievements

  You can earn badges in Quicken Simplifi for performing and completing certain tasks. Let us know if you have any questions!

  4 discussions 4 comments Most recent: Update on my one remaining achievement badge by DannyB August 2025
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  Adding and Updating Accounts

  Have questions or concerns about adding and updating your accounts in Quicken Simplifi? Post here!

  1.5K discussions 11.2K comments Most recent: Connected account balances not updating with pending transactions (edited) by EL1234 10:46PM
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  Bills and Income

  You can use Quicken Simplifi to easily track your Recurring Bills and Income. Let us know if you have questions!

  124 discussions 627 comments Most recent: What does "auto match" use to match transactions? by Coach Natalie March 3
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  Categories and Tags

  Need help with your Categories or Tags in Quicken Simplifi? Let us know here!

  32 discussions 150 comments Most recent: Consider adding a subcategory of expense under "Travel" by SRC54 February 14
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  Getting Started

  Have general questions or need help with your first-time setup? Post here!

  74 discussions 218 comments Most recent: Entering Transactions from Dashboard on Mobile App (edited) by Coach Natalie March 4
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  Investments

  You can post about using Investments in Quicken Simplifi here.

  69 discussions 537 comments Most recent: new investing action suggestions (edited) by neon45 12:03AM
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  Managing Your Transactions

  Please post here if you have questions about managing your transactions.

  188 discussions 640 comments Most recent: Image for "Show Split Items Mode (parent note and split note)" in Web Release 6.9.0 (edited) by DryHeat 7:09PM
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  Projected Cash Flow

  Post your questions about using Projected Cash Flow here!

  21 discussions 97 comments Most recent: Show Future Transactions as Transactions, Not like in Projected Cash Flow by SRC54 January 17
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  Troubleshooting

  Having trouble? Get some help.

  408 discussions 2.3K comments Most recent: FirstBank of Colorado FDP-101 error (edited) by dugaldo 9:14PM
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  Using AI Assistant

  Have questions about using AI Assistant in Quicken Simplifi? Let us know!

  0 discussions 0 comments
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  Using Reports

  Let us know if you have questions about using Reports!

  61 discussions 179 comments Most recent: Merged: Reports are including transactions marked to be Excluded by DryHeat February 27
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  Using Savings Goals

  Have questions about using Savings Goals in Quicken Simplifi? Let us know!

  40 discussions 129 comments Most recent: Savings Goals issue - Amount Available is Negative by Coach Jon February 10
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  Using Space Sharing

  You can post about using Space Sharing here!

  5 discussions 15 comments Most recent: Is it possible to share a space with read-only access? by Coach Natalie January 15
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  Using the Dashboard

  Your Quicken Simplifi Dashboard can tell you a lot with just a glance! Please let us know if you have questions.

  10 discussions 26 comments Most recent: Did the "Top Spending" card on mobile always have this much white space? by Coach Natalie October 2025
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  Using the Net Worth Feature

  Discover trends and get help growing your net worth with the Net Worth feature!

  1 discussion 0 comments Most recent: Merged: Consider only a Percentage of the Account Balance for Net Worth by Shibin Ishaque February 19
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  Using the Retirement Planner

  Post about the Retirement Planner here!

  2 discussions 3 comments Most recent: Calculations aren't adding up by Coach Natalie August 2025
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  Using the Spending Plan

  Have questions about budgeting and using the Spending Plan? Post here!

  84 discussions 442 comments Most recent: Spending plan for extended period by DryHeat March 4
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  Using Transfers

  Whether recurring or one-time, let us know if you have questions about using Transfers!

  12 discussions 42 comments Most recent: Adding subcategories under "Transfer" by EL1234 November 2025
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  Using Watchlists

  Let us know here if you have any questions about using Watchlists in Quicken Simplifi.

  11 discussions 22 comments Most recent: Watchlist monthly projection in day 2 of month is way off by DryHeat March 3