Using Quicken Simplifi
Here, you can post your questions about using Simplifi!
Category List
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You can earn badges in Simplifi for performing and completing certain tasks. Let us know if you have any questions!7 discussions 51 comments Most recent: Prompt Payer Badge… I WAS doing so well! by UrsulaA September 9
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Have questions or concerns about adding and updating your accounts in Simplifi? Post here!1.3K discussions 7.9K comments Most recent: Amex personal savings account not downloading new transactions by Andor 11:55AM
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You can use Simplifi to easily track your Recurring Bills and Income. Let us know if you have questions!150 discussions 514 comments Most recent: Monthly Recurring Visa Payoff - Amount varies each month by VermillionSands October 16
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You can post about using Investments in Simplifi here.76 discussions 456 comments Most recent: TreasuryDirect - ibond & tbond issues (edited) by Coach Natalie October 21
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Please post here if you have questions about managing your transactions.271 discussions 1.1K comments Most recent: Set up recurring transaction on a cash account by MishaM 2:10AM
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Post your questions about using Projected Cash Flow here!26 discussions 124 comments Most recent: How do I setup recurring transfer for cash flow of involved accounts by SRC54 October 20
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Having trouble? Get some help.367 discussions 1.5K comments Most recent: Pending transactions not reflected in cash flow balance by Engaiging 3:27AM
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Let us know if you have questions about using Reports!74 discussions 222 comments Most recent: Customize columns on reports (I'd like to see "Notes" on my report transactions) by Coach Natalie October 18
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Have questions about using Savings Goals in Simplifi? Let us know!53 discussions 163 comments Most recent: Completed savings goal still showing as “not contributed” in my spending plan? by DannyB September 14
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You can post about using Space Sharing here!10 discussions 25 comments Most recent: Ability to easily switch account, profile or budget by Coach Jon May 22
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Your Simplifi Dashboard can tell you a lot with just a glance! Please let us know if you have questions.12 discussions 27 comments Most recent: Why does recent spending include excluded transactions? by Wedo778 August 15
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Have questions about budgeting and using the Spending Plan? Post here!165 discussions 545 comments Most recent: Why does Simplifi say I have available money when I don't? by DannyB October 17
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Whether recurring or one-time, let us know if you have questions about using Transfers!12 discussions 46 comments Most recent: Can I "start over" with recurring transfers? by Flopbot July 24
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Let us know here if you have any questions about using Watchlists in Simplifi.17 discussions 101 comments Most recent: Watchlists: Add option to always show 12 month average regardless of transaction dates by Coach Jon September 3
Popular Tags
- Online Banking 2,618
- Feature Request 1,216
- Transactions 1,193
- Spending Plan 830
- Known Issue 649
- Accounts 627
- Reports 445
- Recurring 414
- Mobile 402
- Savings Goals 318
- Web 302
- Investments 296
- Product Updates 276
- Feedback 259
- Categories 201
- Cash Flow 168
- Import 148
- Transaction Rules 148
- Simplifi Subscription 140
- Watchlist 135
- Bill Connect 130
- #Letusknow 122
- Dashboard 116
- Community 110
- Budgeting 104