Using Quicken Simplifi

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

Expand for more options.
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 ac… by DannyB August 2025
Expand for more options.
Adding and Updating Accounts

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

1.4K discussions 9.7K comments Most recent: Community America Credit Unio… by Coach Kristina August 8
Expand for more options.
Bills and Income

You can use Quicken Simplifi to easily track your Recurring Bills and Income. Let us know if you have questions!

112 discussions 564 comments Most recent: Adding split transactions to … by SRC54 August 2
Expand for more options.
Categories and Tags

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

24 discussions 72 comments Most recent: Category – Statement (Web V6.… by Dick_Davis August 8
Expand for more options.
Getting Started

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

58 discussions 146 comments Most recent: How to manage historic transa… by Coach Jon June 25
Expand for more options.
Investments

You can post about using Investments in Quicken Simplifi here.

63 discussions 456 comments Most recent: T. Rowe Price Retirement Acco… by lwyman July 15
Expand for more options.
Managing Your Transactions

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

204 discussions 675 comments Most recent: Make Splits separate transact… by SRC54 July 28
Expand for more options.
Projected Cash Flow

Post your questions about using Projected Cash Flow here!

19 discussions 102 comments Most recent: Upcoming recurring income tra… by SRC54 August 1
Expand for more options.
Troubleshooting

Having trouble? Get some help.

441 discussions 2.5K comments Most recent: Bill reminders for (non-linke… by Coach Natalie August 4
Expand for more options.
Using Quicken Assist Chat

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

1 discussion 0 comments Most recent: Merged: Make chat box moveable by dbuelke August 8
Expand for more options.
Using Reports

Let us know if you have questions about using Reports!

73 discussions 216 comments Most recent: Can we get a recent 12 months… by RobI August 7
Expand for more options.
Using Savings Goals

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

31 discussions 108 comments Most recent: Why does my Savings Goal appe… by DryHeat April 15
Expand for more options.
Using Space Sharing

You can post about using Space Sharing here!

8 discussions 23 comments Most recent: Adding a User, such as spouse… by Coach Jon June 3
Expand for more options.
Using the Dashboard

Your Quicken Simplifi Dashboard can tell you a lot with just a glance! Please let us know if you have questions.

8 discussions 24 comments Most recent: Merged: Refresh Button Locati… by LatAmSojourner March 21
Expand for more options.
Using the Net Worth Feature

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

7 discussions 43 comments Most recent: Net Worth chart excludes a ma… by Coach Jon July 22
Expand for more options.
Using the Retirement Planner

Post about the Retirement Planner here!

3 discussions 4 comments Most recent: Any way to integrate Pays stu… by Coach Kristina April 12
Expand for more options.
Using the Spending Plan

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

80 discussions 416 comments Most recent: Include actual spent from Pla… by Coach Natalie August 3
Expand for more options.
Using Transfers

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

15 discussions 53 comments Most recent: Tax Mapping Transfers? by Mortimer Duke May 7
Expand for more options.
Using Watchlists

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

12 discussions 26 comments Most recent: Watch list Projected monthly … by SRC54 July 9

Using Quicken Simplifi

Category List

Popular Tags