Using Quicken Simplifi

Here, you can post your questions about using Quicken Simplifi!

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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!

1 discussion 4 comments Most recent: Update on my one remaining ac… 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!

1.4K discussions 9.5K comments Most recent: Prudential Financial FDP-103 … by ctanenbaum July 16
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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!

111 discussions 556 comments Most recent: How to set up a monthly recur… by DryHeat July 10
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Categories and Tags

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

23 discussions 72 comments Most recent: How to not have automatic tra… by DryHeat April 30
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Getting Started

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

58 discussions 146 comments Most recent: How to manage historic transa… by Coach Jon June 25
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Investments

You can post about using Investments in Quicken Simplifi here.

63 discussions 456 comments Most recent: T. Rowe Price Retirement Acco… by lwyman July 15
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Managing Your Transactions

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

201 discussions 659 comments Most recent: Duplicate Discover transactio… by DryHeat July 16
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Projected Cash Flow

Post your questions about using Projected Cash Flow here!

17 discussions 86 comments Most recent: Projected bank balance does n… by Coach Kristina May 30
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Troubleshooting

Having trouble? Get some help.

431 discussions 2.4K comments Most recent: Persistent "An error occurred… by Coach Jon July 16
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Using Quicken Assist Chat

Have questions about using Quicken Assist Chat 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!

70 discussions 210 comments Most recent: Net Worth report of little us… by Coach Kristina June 14
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Using Savings Goals

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

31 discussions 108 comments Most recent: Why does my Savings Goal appe… by DryHeat April 15
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Using Space Sharing

You can post about using Space Sharing here!

8 discussions 23 comments Most recent: Adding a User, such as spouse… by Coach Jon June 3
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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.

8 discussions 24 comments Most recent: Merged: Refresh Button Locati… by LatAmSojourner March 21
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Using the Net Worth Feature

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

6 discussions 34 comments Most recent: How to remove erroneous pendi… by Coach Jon July 13
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Using the Retirement Planner

Post about the Retirement Planner here!

3 discussions 4 comments Most recent: Any way to integrate Pays stu… by Coach Kristina April 12
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Using the Spending Plan

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

79 discussions 408 comments Most recent: Connecting this month's recur… by mmmartian July 2
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Using Transfers

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

15 discussions 53 comments Most recent: Tax Mapping Transfers? by Mortimer Duke May 7
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Using Watchlists

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

12 discussions 26 comments Most recent: Watch list Projected monthly … by SRC54 July 9

Using Quicken Simplifi

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