Using Quicken Simplifi

Category List

• 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!

  1.5K discussions 10.1K comments Most recent: Loan Car payment, tracking pr… by Dariusz 1:22PM
• 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!

  121 discussions 604 comments Most recent: Bills Series Dropping Random … by DryHeat 2:54AM
• Expand for more options.

  Categories and Tags

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

  26 discussions 78 comments Most recent: Associate Tags with Categories by Coach Aldair October 9
• Expand for more options.

  Getting Started

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

  59 discussions 174 comments Most recent: Manage Personal Portfolio and… by Coach Natalie September 8
• Expand for more options.

  Investments

  You can post about using Investments in Quicken Simplifi here.

  68 discussions 478 comments Most recent: Does Simplifi include manuall… by Coach Natalie October 6
• Expand for more options.

  Managing Your Transactions

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

  214 discussions 728 comments Most recent: Why is my monthly annuity inc… by Coach Aldair October 2
• 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.

  482 discussions 2.7K comments Most recent: I can no longer see past remi… by Coach Aldair October 10
• 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!

  76 discussions 223 comments Most recent: Possible Top Spending Report … by Mortimer Duke 5:28PM
• Expand for more options.

  Using Savings Goals

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

  32 discussions 109 comments Most recent: Is there a Savings Goal Repor… by Coach Aldair October 2
• 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.

  9 discussions 25 comments Most recent: Option to add and remove card… by Coach Natalie October 5
• Expand for more options.

  Using the Net Worth Feature

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

  9 discussions 47 comments Most recent: Manual Brokerage Account Not … by Coach Aldair September 3
• Expand for more options.

  Using the Retirement Planner

  Post about the Retirement Planner here!

  4 discussions 5 comments Most recent: Annual Retirement Income &… by SRC54 September 5
• Expand for more options.

  Using the Spending Dashboard

  You can post about using the Spending Dashboard here.

  0 discussions 0 comments
• Expand for more options.

  Using the Spending Plan

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

  89 discussions 438 comments Most recent: 'Unlink' not available on tra… by DryHeat 3:05AM
• 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.

  14 discussions 37 comments Most recent: New Watchlist Algorithm for "… by Coach Natalie September 9