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!

  6 discussions 69 comments Most recent: Prompt Payer Badge… I WAS doing so well! by DannyB December 2
• Expand for more options.

  Adding and Updating Accounts

  Have questions or concerns about adding and updating your accounts in Quicken Simplifi? Post here!

  1.9K discussions 13K comments Most recent: Optum Bank Connection Error Message FDP-108 by mpanky 7:21PM
• 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!

  187 discussions 810 comments Most recent: Multiple categories to recurring transaction by SRC54 December 6
• Expand for more options.

  Categories and Tags

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

  42 discussions 185 comments Most recent: Pending vs. Cleared transactions by tim40 November 7
• Expand for more options.

  Getting Started

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

  129 discussions 395 comments Most recent: How do I use Simplifi by DannyB December 8
• Expand for more options.

  Investments

  You can post about using Investments in Quicken Simplifi here.

  102 discussions 670 comments Most recent: What categories would we use for investment transactions, dividends, outflows, fees? by SRC54 December 8
• Expand for more options.

  Managing Your Transactions

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

  274 discussions 1K comments Most recent: How to display all category levels in Quicken Simplifi register? by Coach Natalie December 2
• Expand for more options.

  Projected Cash Flow

  Post your questions about using Projected Cash Flow here!

  28 discussions 145 comments Most recent: Projected Cash Flow Does Not Account for Pending Transactions by EL1234 November 25
• Expand for more options.

  Troubleshooting

  Having trouble? Get some help.

  524 discussions 2.6K comments Most recent: Income & Expense PDF export is missing the ‘Total’ row for each Parent Category by Coach Natalie December 12
• Expand for more options.

  Using Reports

  Let us know if you have questions about using Reports!

  79 discussions 275 comments Most recent: Adding back tag field to spending report by DryHeat November 27
• Expand for more options.

  Using Savings Goals

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

  65 discussions 196 comments Most recent: Link Savings Goal to Account Balance by Coach Kristina 7:43PM
• Expand for more options.

  Using Space Sharing

  You can post about using Space Sharing here!

  9 discussions 21 comments Most recent: Do "Spaces" and "datasets" mean the same thing in Simplifi? by DryHeat November 18
• 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.

  13 discussions 31 comments Most recent: Did the "Top Spending" card on mobile always have this much white space? by Coach Natalie October 8
• Expand for more options.

  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 25
• Expand for more options.

  Using the Spending Plan

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

  155 discussions 623 comments Most recent: For Exclusions in Recurring Transfer Series -- which is Money In and which is Money Out? by DryHeat 2:16AM
• Expand for more options.

  Using Transfers

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

  23 discussions 85 comments Most recent: Adding subcategories under "Transfer" by EL1234 November 23
• Expand for more options.

  Using Watchlists

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

  13 discussions 34 comments Most recent: Projected Spending Logic in Watchlists (edited) by SRC54 December 4