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 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!

  1.4K discussions 8.8K comments Most recent: Can't connect Paypal Account for 3 days (FDP-101) by Coach Natalie 9:58PM
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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!

  141 discussions 527 comments Most recent: Editing Recurring Series by Coach Jon 5:38PM
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  Categories and Tags

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

  38 discussions 180 comments Most recent: Has anyone figured a good process for categorizing their Amazon purchases and bringing them in? by SomeVashonFolks January 13
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  Getting Started

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

  127 discussions 428 comments Most recent: What do I actually do with quicken? by RobWilk 10:47PM
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  Investments

  You can post about using Investments in Quicken Simplifi here.

  78 discussions 502 comments Most recent: Toronto Stock Exchange Symbols Not Working by donnajean 10:46PM
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  Managing Your Transactions

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

  262 discussions 1K comments Most recent: Calendar set up by SRC54 January 12
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  Projected Cash Flow

  Post your questions about using Projected Cash Flow here!

  24 discussions 115 comments Most recent: Custom Date Range for Cash Flow Projections by Coach Jon December 2024
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  Troubleshooting

  Having trouble? Get some help.

  361 discussions 1.6K comments Most recent: Getting Error when trying to access Holdings and Other Spending (edited) by Coach Jon 10:39PM
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  Using Reports

  Let us know if you have questions about using Reports!

  64 discussions 196 comments Most recent: Save report date range (edited) by Coach Natalie December 2024
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  Using Savings Goals

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

  56 discussions 169 comments Most recent: Savings Goal Contributions to Joint Account by Coach Kristina January 12
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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.

  10 discussions 20 comments Most recent: Ability To Sort Accounts List By Amount by Coach Jon December 2024
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  Using the Spending Plan

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

  146 discussions 488 comments Most recent: Hidden Investments [Transactions] showing up in the Spending Plan Income section by Coach Natalie January 13
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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 2:15AM
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  Using Watchlists

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

  15 discussions 50 comments Most recent: Watchlist - calendar year only? by Coach Jon January 10