Using Quicken Simplifi
Here, you can post your questions about using Simplifi!
Category List
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You can earn badges in Simplifi for performing and completing certain tasks. Let us know if you have any questions!7 discussions 51 comments Most recent: Prompt Payer Badge… I WAS doing so well! by UrsulaA September 9
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Have questions or concerns about adding and updating your accounts in Simplifi? Post here!
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You can use Simplifi to easily track your Recurring Bills and Income. Let us know if you have questions!153 discussions 538 comments Most recent: Unable to connect to Allstate Biller (edited) by TheReal702 November 19
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Need help with your Categories or Tags in Simplifi? Let us know here!40 discussions 173 comments Most recent: Has anyone figured a good process for categorizing their Amazon purchases and bringing them in? by EL1234 5:56AM
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Have general questions or need help with your first-time setup? Post here!136 discussions 449 comments Most recent: importing data from Quicken Classic Deluxe by DannyB November 20
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You can post about using Investments in Simplifi here.77 discussions 476 comments Most recent: Investment Transaction Duplications (edited) by neon45 12:18AM
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Please post here if you have questions about managing your transactions.277 discussions 1.1K comments Most recent: Filter/Search Transactions by Month by MikeBtp November 17
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Post your questions about using Projected Cash Flow here!26 discussions 124 comments Most recent: How do I setup recurring transfer for cash flow of involved accounts by SRC54 October 20
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Having trouble? Get some help.376 discussions 1.6K comments Most recent: Chase Checking Balance has been off for a few days by RobWilk November 20
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You can post about using Space Sharing here!10 discussions 25 comments Most recent: Ability to easily switch account, profile or budget by Coach Jon May 22
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Your Simplifi Dashboard can tell you a lot with just a glance! Please let us know if you have questions.12 discussions 27 comments Most recent: Why does recent spending include excluded transactions? by Wedo778 August 15
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Have questions about budgeting and using the Spending Plan? Post here!165 discussions 545 comments Most recent: Why does Simplifi say I have available money when I don't? by DannyB October 17
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Whether recurring or one-time, let us know if you have questions about using Transfers!12 discussions 46 comments Most recent: Can I "start over" with recurring transfers? by Flopbot July 24
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Let us know here if you have any questions about using Watchlists in Simplifi.17 discussions 101 comments Most recent: Watchlists: Add option to always show 12 month average regardless of transaction dates by Coach Jon September 3
Popular Tags
- Online Banking 2,712
- Feature Request 1,239
- Transactions 1,226
- Spending Plan 837
- Known Issue 675
- Accounts 649
- Reports 454
- Recurring 423
- Mobile 413
- Savings Goals 323
- Web 311
- Investments 306
- Product Updates 284
- Feedback 265
- Categories 205
- Cash Flow 177
- Transaction Rules 152
- Import 150
- Simplifi Subscription 141
- Watchlist 137
- Bill Connect 131
- #Letusknow 123
- Dashboard 121
- Community 113
- Budgeting 106