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!

  1.3K discussions 10K comments Most recent: Mr. Cooper (formerly Nationstar Mortgage) FDP-105 error (edited) by Coach Jon 10:00PM
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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 567 comments Most recent: All Recurring Bills & Subscriptions, that are monthly are calculated by 13 months instead of 12. by DryHeat 10:34PM
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  Categories and Tags

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

  27 discussions 133 comments Most recent: How do you categorize Car lease payment by Coach Jon January 1
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  Getting Started

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

  72 discussions 216 comments Most recent: How do I use Simplifi by DannyB December 2025
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  Investments

  You can post about using Investments in Quicken Simplifi here.

  64 discussions 501 comments Most recent: Robinhood - BTC / ETH investment tracking referencing Grayscale ETF prices (edited) by Coach Jon December 2025
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  Managing Your Transactions

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

  167 discussions 559 comments Most recent: Tags vs Notes by DryHeat 5:59PM
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  Projected Cash Flow

  Post your questions about using Projected Cash Flow here!

  19 discussions 95 comments Most recent: Confused by Credit Cards in Projected Cash Flow (edited) by DryHeat December 2025
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  Troubleshooting

  Having trouble? Get some help.

  362 discussions 2K comments Most recent: Net Worth Report graph is incorrect for Fidelity 401k account (edited) by Coach Natalie 10:31PM
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  Using Reports

  Let us know if you have questions about using Reports!

  51 discussions 169 comments Most recent: Show net worth change over time with graph by Coach Natalie 4:44PM
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  Using Savings Goals

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

  43 discussions 122 comments Most recent: Changes to Savings Goals should apply retroactively (edited) by DryHeat December 2025
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  Using Space Sharing

  You can post about using Space Sharing here!

  4 discussions 14 comments Most recent: Do "Spaces" and "datasets" mean the same thing in Simplifi? by DryHeat November 2025
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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 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!

  72 discussions 395 comments Most recent: Transfers are not Bills! by EL1234 December 2025
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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.

  9 discussions 20 comments Most recent: Projected Spending Logic in Watchlists (edited) by SRC54 December 2025