FAQ Section

Discussion List

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  Most Requested Report Features

  UrsulaA 35 views 1 comment 5 points Most recent by UrsulaA September 5
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  Simplifi Idea List/Roadmap

  UrsulaA 66 views 2 comments 4 points Most recent by SRC54 September 2
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  Spending Plan Versus Budget

  UrsulaA 58 views 3 comments 2 points Most recent by UrsulaA August 30
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  Savings Goals Enhancements Survey Update and Top 10 Ideas

  UrsulaA 30 views 0 comments 3 points Started by UrsulaA August 30
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  Top 10 Transaction and Account Management Feature Requests

  UrsulaA 18 views 0 comments 1 point Started by UrsulaA August 30
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  Top 10 Spending Plan Feature Requests

  UrsulaA 26 views 0 comments 7 points Started by UrsulaA August 29
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  #TipTuesday! Creating assets for loans

  Closed Coach Blake 660 views 5 comments 1 point Most recent by Coach Jon August 29
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  Top Dashboard Features/Ideas

  UrsulaA 18 views 0 comments 7 points Started by UrsulaA August 29
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  What features will make watchlists perfect for you?

  Closed UrsulaA 151 views 7 comments 3 points Most recent by RockLee March 10
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  Are past spending plans available since the start of Simplifi's subscription?

  Answered ✓ Closed UrsulaA 81 views 5 comments 0 points Most recent by UrsulaA February 23
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  Track and Research my transactions

  Closed UrsulaA 125 views 3 comments 2 points Most recent by UrsulaA December 2023
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  Idea for flag uses

  Closed MrGood 83 views 4 comments 3 points Most recent by MrGood August 2023
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  #TipTuesday: Flagging transactions for later review

  Closed Coach Natalie 374 views 3 comments 0 points Most recent by MrGood February 2023
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  Survey of Savings Goals Enhancement Ideas & Suggestions

  Closed DannyB 184 views 2 comments 6 points Most recent by Flopbot November 2022
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  #TipTuesday: Future Spending Plans

  Closed Coach Natalie 134 views 2 comments 1 point Most recent by TommyMac September 2022
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  #TipTuesday: Tips to ensure a successful CSV import.

  Closed Coach Blake 1.1K views 4 comments 0 points Most recent by corefi September 2022
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  #TipTuesday: Tracking cash transactions

  Closed Coach Natalie 603 views 1 comment 1 point Most recent by DannyB August 2022
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  #TipTuesday: Using Tags

  Closed Coach Blake 378 views 1 comment 2 points Most recent by Coach Natalie July 2022
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  #TipTuesday: Using Planned Spending

  Closed Coach Natalie 497 views 2 comments 1 point Most recent by DannyB July 2022
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  #TipTuesday: Using Planned Spending and Watchlists to budget

  Closed Coach Nicole 338 views 2 comments 2 points Most recent by DannyB June 2022
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  #TipTuesday: Using Savings Goals to break down annual/bi-annual expenses in the Spending Plan

  Closed Coach Natalie 474 views 3 comments 5 points Most recent by DannyB June 2022
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  #TipTuesday: Using Transaction Rules

  Closed Coach Nicole 405 views 7 comments 4 points Most recent by DannyB May 2022
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  #TipTuesday: Using the new Transaction Detail view

  Closed Coach Natalie 160 views 5 comments 1 point Most recent by DannyB April 2022
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  #TipTuesday - Notifications

  Closed Coach Blake 145 views 3 comments 1 point Most recent by Jedp March 2022
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  #TipTuesday: Using splits in the Spending Plan

  Closed Coach Natalie 290 views 0 comments 1 point Started by Coach Natalie February 2022
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  #TipTuesday: Using Reports to see where you stand for the year

  Closed Coach Natalie 76 views 2 comments 1 point Most recent by Coach Natalie January 2022
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  #TipTuesday: Categories vs. Tags

  Closed Coach Natalie 924 views 1 comment 0 points Most recent by kscooley November 2021
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  #TipTuesday: Tracking Refunds with the Refund Tracker

  Closed Coach Natalie 141 views 0 comments 1 point Started by Coach Natalie November 2021
• 
  What types of items do you set up as "Subscriptions"?

  Closed Coach Blake 136 views 3 comments 1 point Most recent by Giantsfan October 2021
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  #TipTuesday: How using Savings Goals can help maximize your savings efforts!

  Closed Coach Natalie 98 views 0 comments 0 points Started by Coach Natalie September 2021