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 ac… 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!

  1.5K discussions 10K comments Most recent: Persistent Error 102 When Con… by Coach Natalie September 17
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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!

  114 discussions 572 comments Most recent: Accounting for Splitwise tran… by DryHeat September 17
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  Categories and Tags

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

  25 discussions 77 comments Most recent: How do I get subtotals by sub… by Andy 99999 August 17
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  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
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  Investments

  You can post about using Investments in Quicken Simplifi here.

  66 discussions 470 comments Most recent: Fidelity bond holdings 100x t… by Coach Natalie September 15
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  Managing Your Transactions

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

  213 discussions 727 comments Most recent: Help with splitting a maturin… by Coach Aldair September 15
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  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
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  Troubleshooting

  Having trouble? Get some help.

  467 discussions 2.6K comments Most recent: Persistent pop up to "Install… by Coach Natalie September 17
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  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
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  Using Reports

  Let us know if you have questions about using Reports!

  73 discussions 219 comments Most recent: Upcoming Expenses Report? by Coach Natalie August 18
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  Using Savings Goals

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

  31 discussions 108 comments Most recent: Why does my Savings Goal appe… by DryHeat April 15
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  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
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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.

  8 discussions 24 comments Most recent: Merged: Refresh Button Locati… 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!

  9 discussions 47 comments Most recent: Manual Brokerage Account Not … by Coach Aldair September 3
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  Using the Retirement Planner

  Post about the Retirement Planner here!

  4 discussions 5 comments Most recent: Annual Retirement Income &… by SRC54 September 5
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  Using the Spending Dashboard

  You can post about using the Spending Dashboard here.

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  Using the Spending Plan

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

  86 discussions 434 comments Most recent: Paying early moves the remind… by DryHeat August 29
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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.

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