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The Community Meetup - October 2025 Edition

Coach Natalie

How to Master Returns This Holiday Season Using Quicken Simplifi
By Coach Jon

Fun fact: Did you know that January is referred to as "Returnuary"? That's because January is known as the biggest return month of the year after the holiday shopping season. This holiday season, as you shop for gifts and take advantage of deals, it's inevitable that you might need to return an item or two. To ensure you are fully prepared for any returns this upcoming holiday season, we are here to go over the Refunds feature in Quicken Simplifi!

The Problem: Lost in a Sea of Transactions

You've just returned a gift you bought online. The store promised a refund within 5-7 business days. A week goes by, and you're not sure if the refund has been processed. You're left sifting through bank statements, hoping to spot a credit that might look like your refund, but you are having a hard time. This is where the Refunds feature simplifies your life.

The Solution: Quicken Simplifi's Refunds Feature

The Refunds feature is a proactive tool that helps you stay on top of your expected money back. Instead of manually checking your account every day, you can enter the details of a refund into Quicken Simplifi, and it will do the tracking for you.

Here's how it works:

Enter Refund Details: When you return an item, simply create a new refund entry in Quicken Simplifi by navigating to Bills & Income and selecting the Refunds tab. You'll enter key information like the payee, the expected amount, the expected date, and the account where the refund should be credited.
Quicken Simplifi Does the Work: Once you've entered the details, Quicken Simplifi will monitor your downloaded transactions for the details you entered previously.
Get Notified: If the expected refund doesn't appear by the date you specified, Quicken Simplifi will send you a notification. This allows you to quickly follow up with the merchant, so you don't forget about your money.
Automatic Linking: When Quicken Simplifi finds a matching transaction, it automatically links it to your refund entry, updating the transaction's payee and category to match your refund details.
Manual Linking (When Needed): If Quicken Simplifi can't automatically link a transaction or makes a mistake, you can manually link it yourself. This gives you full control and ensures your finances are always accurate.

For more detailed information and steps on how to use the Refunds feature, be sure to visit our support article here: https://support.simplifi.quicken.com/en/articles/4606217-tracking-refunds

Question of the Month

Is "Returnuary" true for you? Do you find yourself making lots of returns in January, or not so much?

Release Note Highlights

Both the Quicken Simplifi Web and Mobile Apps have received several enhancements! Here are the highlights from our latest release notes:

We added a Planning Tools option in the navigation menu for the Retirement Planner and Credit Score
We enhanced reports by adding a persistent views/filters feature
The Spending Plan received a redesign that included structural changes
We added the ability to print and export certain reports
We released an Income & Expense Report to all users, which replaces the Net Income/Net Income by Month Report
We added a Mileage Tracker, Estimates, and a Tax Planner to Quicken Business & Personal