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 69 comments Most recent: Prompt Payer Badge… I WAS doing so well! by DannyB December 2
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  Adding and Updating Accounts

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

  1.9K discussions 12.8K comments Most recent: Does the account-specific Balance Type setting actually do anything? by bob303727 12:53AM
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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!

  186 discussions 808 comments Most recent: Bill Connect: Costco Not Connecting by Coach Jon December 4
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  Categories and Tags

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

  42 discussions 185 comments Most recent: Pending vs. Cleared transactions by tim40 November 7
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  Getting Started

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

  127 discussions 391 comments Most recent: Merged: Looking for a Simplifi coach by hht2day November 5
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  Investments

  You can post about using Investments in Quicken Simplifi here.

  100 discussions 667 comments Most recent: Investment Transaction Duplications (edited) by neon45 December 3
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  Managing Your Transactions

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

  274 discussions 1K comments Most recent: How to display all category levels in Quicken Simplifi register? by Coach Natalie December 2
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  Projected Cash Flow

  Post your questions about using Projected Cash Flow here!

  28 discussions 145 comments Most recent: Projected Cash Flow Does Not Account for Pending Transactions by EL1234 November 25
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  Troubleshooting

  Having trouble? Get some help.

  515 discussions 2.6K comments Most recent: Elevations Credit Union sync outage - to.100 error (edited) by mllocy December 3
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  Using Reports

  Let us know if you have questions about using Reports!

  79 discussions 275 comments Most recent: Adding back tag field to spending report by DryHeat November 27
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  Using Savings Goals

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

  64 discussions 195 comments Most recent: How to withdraw from savings goal? by RobWilk November 8
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  Using Space Sharing

  You can post about using Space Sharing here!

  9 discussions 21 comments Most recent: Do "Spaces" and "datasets" mean the same thing in Simplifi? by DryHeat November 18
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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.

  13 discussions 31 comments Most recent: Did the "Top Spending" card on mobile always have this much white space? by Coach Natalie October 8
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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 25
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  Using the Spending Plan

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

  154 discussions 615 comments Most recent: How do I show third level categories transactions in a spending plan? by DryHeat December 3
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  Using Transfers

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

  23 discussions 85 comments Most recent: Adding subcategories under "Transfer" by EL1234 November 23
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  Using Watchlists

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

  13 discussions 34 comments Most recent: Projected Spending Logic in Watchlists (edited) by SRC54 December 4