Using Quicken Simplifi

Here, you can post your questions about using Quicken Simplifi!

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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!

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Adding and Updating Accounts

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

725 discussions 5.4K comments Most recent: Santander Consumer FDP-155 Er… by Coach Aldair 12:05AM
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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!

50 discussions 345 comments Most recent: Moving a transaction to a fut… by EL1234 3:50AM
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Categories and Tags

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

12 discussions 38 comments Most recent: Open question about categoriz… by DryHeat October 25
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Getting Started

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

18 discussions 65 comments Most recent: Is My Quicken Simplifi Data B… by Coach Aldair November 2
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Investments

You can post about using Investments in Quicken Simplifi here.

30 discussions 315 comments Most recent: Investment Transactions Only … by Coach Aldair November 2
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Managing Your Transactions

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

106 discussions 375 comments Most recent: Using AI to categorize Amazon… by GE001 October 26
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Projected Cash Flow

Post your questions about using Projected Cash Flow here!

11 discussions 33 comments Most recent: Toggle to Include/Exclude Pla… by Coach Aldair October 15
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Troubleshooting

Having trouble? Get some help.

257 discussions 1.6K comments Most recent: Notification emails are showi… by Coach Natalie November 2
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Using Quicken AI Chat

Have questions about using Quicken Assist Chat in Quicken Simplifi? Let us know!

2 discussions 6 comments Most recent: Quicken AI lower right icon c… by SRC54 November 2
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Using Reports

Let us know if you have questions about using Reports!

45 discussions 94 comments Most recent: How Can I Submit an Enhanceme… by Coach Kristina October 18
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Using Savings Goals

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

10 discussions 26 comments Most recent: Is there a Savings Goal Repor… by Coach Aldair October 2
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Using Space Sharing

You can post about using Space Sharing here!

6 discussions 20 comments Most recent: Adding a User, such as spouse… by Coach Jon June 3
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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.

3 discussions 1 comment Most recent: Merged: Feedback of update by DeniseNC October 18
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Using the Net Worth Feature

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

10 discussions 48 comments Most recent: Net Worth vs. Market Value in… by Coach Aldair October 28
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Using the Retirement Planner

Post about the Retirement Planner here!

2 discussions 2 comments Most recent: Annual Retirement Income &… by SRC54 September 5
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Using the Spending Dashboard

You can post about using the Spending Dashboard here.

3 discussions 0 comments Most recent: Merged: New Spending dashboar… by bobthemoneyguy October 28
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Using the Spending Plan

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

45 discussions 221 comments Most recent: Monthly Budget Reverted to Ol… by Coach Aldair 12:05AM
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Using Transfers

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

6 discussions 31 comments Most recent: Use of Simplifi with Amazon S… by Coach Aldair October 22
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Using Watchlists

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

6 discussions 20 comments Most recent: New Watchlist Algorithm for "… by Coach Natalie September 9

Using Quicken Simplifi

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