Using Quicken Simplifi

Category List

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  Achievements

  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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  Adding and Updating Accounts

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

  1.3K discussions 7.7K comments Most recent: Unable to Connect to Vanguard - FDP-102 by jj 2:08AM
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  Bills and Income

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

  149 discussions 511 comments Most recent: Recurring transactions that are duplicates by kscooley September 27
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  Categories and Tags

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

  36 discussions 167 comments Most recent: How do you categorize by DannyB October 5
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  Getting Started

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

  132 discussions 429 comments Most recent: Is there a payee list by UrsulaA September 29
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  Investments

  You can post about using Investments in Simplifi here.

  75 discussions 428 comments Most recent: Retirement Investment Account Classification: What Do You Think? by SRC54 October 9
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  Managing Your Transactions

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

  269 discussions 1.1K comments Most recent: Searching for a certain tag doesn't show a sum total (edited) by SRC54 October 5
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  Projected Cash Flow

  Post your questions about using Projected Cash Flow here!

  25 discussions 121 comments Most recent: Upcoming transactions missing under projected cash flow chart by Coach Jon October 2
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  Troubleshooting

  Having trouble? Get some help.

  361 discussions 1.5K comments Most recent: Net Worth Report does not show liabilities by Coach Natalie October 4
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  Using Reports

  Let us know if you have questions about using Reports!

  72 discussions 220 comments Most recent: how to exclude certain tags on reports? by maxtheinvest September 23
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  Using Savings Goals

  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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  Using Space Sharing

  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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  Using the Dashboard

  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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  Using the Spending Plan

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

  163 discussions 528 comments Most recent: Why does Simplifi say I have available money when I don't? by SRC54 October 5
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  Using Transfers

  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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  Using Watchlists

  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