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!

  1 discussion 4 comments Most recent: Update on my one remaining achievement badge by DannyB August 2025
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  Adding and Updating Accounts

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

  1.7K discussions 12.2K comments Most recent: SchoolsFirst FDP-103 (edited) by Coach Natalie 4:25PM
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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!

  130 discussions 656 comments Most recent: Bill Connect for Credit Cards not working for some banks (edited) by Coach Natalie May 27
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  Categories and Tags

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

  32 discussions 157 comments Most recent: How to not have automatic transfers to savings count as income? (edited) by DryHeat April 30
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  Getting Started

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

  78 discussions 230 comments Most recent: Can I use Quicken Classic and Quicken Simplifi concurrently? (edited) by Flopbot April 28
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  Investments

  You can post about using Investments in Quicken Simplifi here.

  74 discussions 569 comments Most recent: Capital Gains, Losses and Tax Reporting by Mortimer Duke May 7
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  Managing Your Transactions

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

  225 discussions 792 comments Most recent: Are there any plans to support loan transactions? by Coach Natalie 3:41PM
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  Projected Cash Flow

  Post your questions about using Projected Cash Flow here!

  22 discussions 98 comments Most recent: Is there a report for projected cash flow? (edited) by Coach Jon March 25
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  Troubleshooting

  Having trouble? Get some help.

  480 discussions 2.7K comments Most recent: Investments Dashboard Total Incorrect (edited) by MoMoney99 4:48PM
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  Using Quicken Assist Chat

  Have questions about using Quicken Assist Chat in Quicken Simplifi? Let us know!

  0 discussions 0 comments
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  Using Reports

  Let us know if you have questions about using Reports!

  76 discussions 212 comments Most recent: Spending Report - I want to see transactions without clicking into a category (edited) by Coach Jon May 19
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  Using Savings Goals

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

  41 discussions 133 comments Most recent: Why does my Savings Goal appear in Spending Plan months past its target date? by DryHeat April 15
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  Using Space Sharing

  You can post about using Space Sharing here!

  7 discussions 22 comments Most recent: Downgrading from Simplifi Business & Personal - which "Space" migrates? by jorder April 25
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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 26 comments Most recent: Merged: Refresh Button Location by LatAmSojourner March 21
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  Using the Net Worth Feature

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

  2 discussions 0 comments Most recent: Merged: Remove Closed Accounts from Net Worth by SRC54 May 11
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  Using the Retirement Planner

  Post about the Retirement Planner here!

  3 discussions 4 comments Most recent: Any way to integrate Pays stub into quicken Simplifi by Coach Kristina April 12
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  Using the Spending Plan

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

  91 discussions 462 comments Most recent: Bill entries missing in the Spending Plan from month to month (edited) by Coach Kristina May 9
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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: Tax Mapping Transfers? by Mortimer Duke May 7
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  Using Watchlists

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

  11 discussions 22 comments Most recent: Watchlist monthly projection in day 2 of month is way off by DryHeat March 3