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!

  1.5K discussions 11.4K comments Most recent: Manual Account showing negative balance by mbalducci 3:06PM
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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!

  125 discussions 638 comments Most recent: Cannot enter recurring or manual transaction that will be due over a year (365 days) from today by SRC54 March 20
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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!

  76 discussions 225 comments Most recent: Help getting started with quicken simplifi by Coach Jon March 25
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  Investments

  You can post about using Investments in Quicken Simplifi here.

  71 discussions 545 comments Most recent: Simplifi | Investment | Transaction Category & Reports by neon45 March 22
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  Managing Your Transactions

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

  197 discussions 694 comments Most recent: How to exclude part of a split from spending plan? by shely6875 11:37AM
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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.

  432 discussions 2.4K comments Most recent: Corrupted accounts after update (edited) by JXXS 11:56AM
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  Using AI Assistant

  Have questions about using AI Assistant 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!

  65 discussions 183 comments Most recent: Merged: Income and Expense Report chart is compressed on Mobile (edited) by RobI March 22
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  Using Savings Goals

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

  40 discussions 129 comments Most recent: Savings Goals issue - Amount Available is Negative by Coach Jon February 10
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  Using Space Sharing

  You can post about using Space Sharing here!

  6 discussions 15 comments Most recent: How to use shared account (Husband & Wife), yet exclude certain information like gifts? by KDC1996 1:02PM
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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!

  2 discussions 3 comments Most recent: Calculations aren't adding up by Coach Natalie August 2025
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  Using the Spending Plan

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

  85 discussions 445 comments Most recent: Spending plan for extended period by SRC54 March 18
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  Using Transfers

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

  13 discussions 49 comments Most recent: Help with editing Investment Transaction transfers (edited) by SRC54 March 7
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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