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!

  1.4K discussions 10.7K comments Most recent: ADP Retirement Services - Care Code: Not found / FDP-103 (edited) by jf300 10:17AM
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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!

  120 discussions 602 comments Most recent: Verizon Wireless - "Activation is rejected by Biller." (edited) by Coach Natalie February 2
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  Categories and Tags

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

  31 discussions 149 comments Most recent: Did simplifi add 2 categories: Mortgage Interest and Mortgage Principal under the Mortgage category? by EL1234 February 6
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  Getting Started

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

  73 discussions 217 comments Most recent: Set Up Tutorial by Coach Jon January 22
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  Investments

  You can post about using Investments in Quicken Simplifi here.

  67 discussions 528 comments Most recent: Baird Account Missing Holdings (edited) by Coach Natalie February 11
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  Managing Your Transactions

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

  181 discussions 621 comments Most recent: Split Transaction across multiple months by ScribblyAnn February 11
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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.

  392 discussions 2.2K comments Most recent: Manual Transfer Linking Bug by N4KHQ 1:12AM
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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!

  59 discussions 178 comments Most recent: Merged: New Reports (Beta) Feedback / feature gap by blaporte February 6
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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!

  0 discussions 0 comments
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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!

  77 discussions 404 comments Most recent: Spending Plan - How to include checking account balance? by DryHeat February 3
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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