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!

  6 discussions 53 comments Most recent: Prompt Payer Badge… I WAS doing so well! by DannyB December 6
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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 8.4K comments Most recent: Merril Lynch account still not working by JSW 4:27AM
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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!

  136 discussions 503 comments Most recent: Allow Billers to Connect to More than one recurring transaction! by RobWilk December 9
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  Categories and Tags

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

  38 discussions 179 comments Most recent: Has anyone figured a good process for categorizing their Amazon purchases and bringing them in? by DannyB December 19
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  Getting Started

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

  121 discussions 403 comments Most recent: "Available to spend" by RobWilk December 19
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  Investments

  You can post about using Investments in Quicken Simplifi here.

  73 discussions 467 comments Most recent: Investment Transaction Duplications (edited) by neon45 December 18
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  Managing Your Transactions

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

  259 discussions 984 comments Most recent: Recurring transaction detection fails by Coach Jon December 19
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  Projected Cash Flow

  Post your questions about using Projected Cash Flow here!

  23 discussions 114 comments Most recent: How do I setup recurring transfer for cash flow of involved accounts by SRC54 October 20
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  Troubleshooting

  Having trouble? Get some help.

  346 discussions 1.5K comments Most recent: Bank Balance (default) Setting Not Functioning by Charles Collins December 19
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  Using Reports

  Let us know if you have questions about using Reports!

  63 discussions 195 comments Most recent: Bar graph default view in reports by RobWilk December 16
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  Using Savings Goals

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

  52 discussions 156 comments Most recent: Keeping the Savings Goals conversation ALIVE!!! by DannyB December 16
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  Using Space Sharing

  You can post about using Space Sharing here!

  8 discussions 19 comments Most recent: Ability to easily switch account, profile or budget by Coach Jon May 22
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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.

  9 discussions 19 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!

  142 discussions 456 comments Most recent: Why bills/subscriptions are not in Planned Spending? by UrsulaA December 14
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  Using Transfers

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

  13 discussions 46 comments Most recent: Merged: Error when setting up account transfers by RobWilk December 15
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  Using Watchlists

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

  13 discussions 46 comments Most recent: Watchlists: Add option to always show 12 month average regardless of transaction dates by Coach Jon September 3