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 2024
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  Adding and Updating Accounts

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

  1.5K discussions 9.9K comments Most recent: Target Circle Card unable to add accounts by Claudia 1:01PM
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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!

  163 discussions 589 comments Most recent: How can I request Quicken to fix broken biller connections? by Mr Robot March 9
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  Categories and Tags

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

  42 discussions 189 comments Most recent: Tax Line: Form 4562 is missing by Coach Kristina March 22
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  Getting Started

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

  132 discussions 443 comments Most recent: How to track net worth over time? (edited) by RobWilk March 21
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  Investments

  You can post about using Investments in Quicken Simplifi here.

  89 discussions 588 comments Most recent: Robinhood Cash separate from stock / Duplication by rmquick25 March 21
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  Managing Your Transactions

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

  288 discussions 1.1K comments Most recent: Split transactions changing dates by Flopbot March 15
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  Projected Cash Flow

  Post your questions about using Projected Cash Flow here!

  28 discussions 135 comments Most recent: Cash Flow Transaction Ranking by DannyB 1:13PM
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  Troubleshooting

  Having trouble? Get some help.

  401 discussions 1.9K comments Most recent: Simplifi incorrectly auto-naming and auto-categorizing and hasn't learned from corrections by Coach Kristina March 22
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  Using Reports

  Let us know if you have questions about using Reports!

  70 discussions 224 comments Most recent: Net Worth Report by Adanac March 23
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  Using Savings Goals

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

  57 discussions 180 comments Most recent: Using Savings Goals for Quarterly, Semi-Annual, and Yearly Bills by KP_9 February 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 2024
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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.

  11 discussions 22 comments Most recent: Is there a way to export the Spending Plan to CSV? (edited) by oldit51 January 21
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  Using the Spending Plan

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

  153 discussions 565 comments Most recent: My bills Are Not Linking to the Spending Plan by Coach Jon March 11
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  Using Transfers

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

  14 discussions 49 comments Most recent: Transfers detected as withdrawals and income by RobWilk January 15
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  Using Watchlists

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

  18 discussions 53 comments Most recent: Watchlists not working for over a year by Coach Jon February 26