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!

  1 discussion 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!

  1.6K discussions 11.7K comments Most recent: Have there been any updates to the Barclay connection issue? by soccerwood14 April 17
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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!

  127 discussions 642 comments Most recent: What happens when you mark a bill as Paid when the payment clears the bank? by mamerica April 6
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  Categories and Tags

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

  31 discussions 150 comments Most recent: Consider adding a subcategory of expense under "Travel" by SRC54 February 14
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  Getting Started

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

  77 discussions 227 comments Most recent: Getting rid of "Business Setup" by DryHeat April 8
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  Investments

  You can post about using Investments in Quicken Simplifi here.

  72 discussions 554 comments Most recent: Unable to find WBREOX in the holdings list (edited) by Coach Jon April 17
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  Managing Your Transactions

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

  206 discussions 718 comments Most recent: How do I add a flag field to transactions? by Coach Jon April 16
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  Projected Cash Flow

  Post your questions about using Projected Cash Flow here!

  22 discussions 98 comments Most recent: Is there a report for projected cash flow? (edited) by Coach Jon March 25
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  Troubleshooting

  Having trouble? Get some help.

  445 discussions 2.5K comments Most recent: Pending transaction disappears by KB2014 April 15
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  Using Quicken Assist Chat

  Have questions about using Quicken Assist Chat 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!

  71 discussions 200 comments Most recent: What happened to Spending by Month Report? (edited) by elishearn April 17
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  Using Savings Goals

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

  41 discussions 133 comments Most recent: Why does my Savings Goal appear in Spending Plan months past its target date? by DryHeat April 15
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  Using Space Sharing

  You can post about using Space Sharing here!

  7 discussions 20 comments Most recent: Downgrading from Simplifi Business & Personal - which "Space" migrates? by Coach Jon April 17
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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: Merged: Refresh Button Location by LatAmSojourner March 21
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  Using the Net Worth Feature

  Discover trends and get help growing your net worth with the Net Worth feature!

  1 discussion 0 comments Most recent: Merged: Consider only a Percentage of the Account Balance for Net Worth by Shibin Ishaque February 19
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  Using the Retirement Planner

  Post about the Retirement Planner here!

  3 discussions 4 comments Most recent: Any way to integrate Pays stub into quicken Simplifi by Coach Kristina April 12
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  Using the Spending Plan

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

  89 discussions 455 comments Most recent: How to prevent spent versus budgeted amounts disappearing each month in Planned Spend? (edited) by DryHeat April 8
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  Using Transfers

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

  14 discussions 51 comments Most recent: Trying to confirm transfer concept for including in Spending Plan (edited) by SRC54 April 1
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  Using Watchlists

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

  11 discussions 22 comments Most recent: Watchlist monthly projection in day 2 of month is way off by DryHeat March 3