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!

  1.6K discussions 10.4K comments Most recent: Coinbase API keys not working by Kevin Steinke 5:07PM
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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!

  166 discussions 620 comments Most recent: Broken Biller Connection by TheReal702 April 23
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  Categories and Tags

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

  42 discussions 189 comments Most recent: Tax Line: Form 4562 is missing by Coach Kristina March 22
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  Getting Started

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

  135 discussions 456 comments Most recent: Need to know more about Simplifi by CaliQkn April 22
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  Investments

  You can post about using Investments in Quicken Simplifi here.

  95 discussions 608 comments Most recent: Thrift Savings Plan - Display Lifecycle and Individual Holdings in Investments Portfolio Tab by Coach Natalie 2:14PM
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  Managing Your Transactions

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

  293 discussions 1.1K comments Most recent: Ability to invert amounts in a specific account by Coach Jon April 22
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  Projected Cash Flow

  Post your questions about using Projected Cash Flow here!

  28 discussions 138 comments Most recent: Cash Flow Transaction Ranking by DannyB March 27
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  Troubleshooting

  Having trouble? Get some help.

  426 discussions 2K comments Most recent: Manual Investment Accounts aren't updating in Balances and Performance (since February 21) by Coach Jon April 25
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  Using Reports

  Let us know if you have questions about using Reports!

  74 discussions 237 comments Most recent: Not recognizing Venmo transactions by Mayra April 21
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  Using Savings Goals

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

  60 discussions 186 comments Most recent: Spending without affecting the Saved Amount so far is confusing by DryHeat April 23
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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.

  14 discussions 30 comments Most recent: Is there any way to get rid of Spending Plan? by sjc314 April 24
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  Using the Spending Plan

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

  162 discussions 595 comments Most recent: Can I set custom budget dates in Simplifi? by thriftytiger101 April 25
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  Using Transfers

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

  15 discussions 53 comments Most recent: Transfers and manual accounts by B_H April 15
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  Using Watchlists

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

  19 discussions 56 comments Most recent: Spending watchlist shows planned expenses that haven't occurred yet by BenB April 1