Getting Started

Discussion List

• 
  Trying to move available money into goals at end of month...

  dandy13 2 views 0 comments 0 points Started by dandy13 3:52AM
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  Releasing unspent funds after the end of the month

  dandy13 33 views 4 comments 0 points Most recent by dandy13 March 31
• 
  Category Titles (edited)

  Answered ✓ kirstenfinnigan 31 views 2 comments 0 points Most recent by Flopbot March 16
• 
  Quicken Deluxe vs Simplifi

  Answered ✓ jimwmccloud 51 views 6 comments 0 points Most recent by jimwmccloud March 11
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  Can I transfer data from Quicken?

  Answered ✓ Closed System 22 views 5 comments 0 points Most recent by DannyB February 28
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  Projected available money report and add a future transaction? (edited)

  Answered ✓ Closed Js 21 views 1 comment 0 points Most recent by ajbopp February 24
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  Unable to perform Linked Transfers to Loan Accounts on mobile (edited)

  Answered ✓ purdnost 41 views 4 comments 1 point Most recent by Coach Natalie February 22
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  How do I clear a refund on a CC?

  Answered ✓ Closed Merlot10 41 views 5 comments 0 points Most recent by Merlot10 January 22
• 
  Creating new account from the UK (edited)

  Answered ✓ Closed hoylet 31 views 4 comments 0 points Most recent by DannyB January 18
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  Sinking Funds

  Answered ✓ Closed Merlot10 86 views 3 comments 0 points Most recent by DannyB January 10
• 
  Can Canadians use Simplifi? (Using manual import)

  Answered ✓ Closed sheilamartin 63 views 5 comments 0 points Most recent by Coach Natalie January 5
• 
  Entering Bills that are split

  Answered ✓ Closed Aaren Joy 83 views 5 comments 1 point Most recent by DannyB January 3
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  Transfer between manual accounts.

  Answered ✓ Closed jharris10 41 views 2 comments 1 point Most recent by Chrobrego January 2
• 
  Category hack for importing?

  Answered ✓ Closed reebs26 71 views 6 comments 0 points Most recent by Secure_User December 2022
• 
  A popup refers to installing the app on Chrome/Windows 10. What is that app?

  Answered ✓ Closed SeattleGuy 53 views 5 comments 0 points Most recent by Coach Natalie December 2022
• 
  Hi. New To Simplifi

  Answered ✓ Closed Mtoro 31 views 2 comments 0 points Most recent by DannyB November 2022
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  Help! Can't figure out how to set up envelope budget in Simplifi

  Answered ✓ Closed mollyllama 156 views 10 comments 1 point Most recent by DannyB November 2022
• 
  Simplifi - 3 months historical data only?

  Answered ✓ Closed BethL 61 views 5 comments 0 points Most recent by Flopbot November 2022
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  New User Questions

  Answered ✓ Closed hcaroselli 42 views 1 comment 0 points Most recent by Flopbot November 2022
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  Can Simplifi print voucher checks

  Answered ✓ Closed Victor K 21 views 1 comment 0 points Most recent by Flopbot October 2022
• 
  Change/Add Account Categories

  Answered ✓ Closed mc_2022 41 views 1 comment 0 points Most recent by Coach Natalie October 2022
• 
  Is there a way to reorder the accounts in my view? (edited)

  Answered ✓ Closed alskop 53 views 3 comments 0 points Most recent by GPW August 2022
• 
  Credit card transactions and Expenses goes back only 90 days

  Answered ✓ Closed greenpistachio 52 views 2 comments 1 point Most recent by Flopbot August 2022
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  Regular Pricing?

  Answered ✓ Closed AutoJunkie 21 views 3 comments 0 points Most recent by Coach Natalie July 2022
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  How far back can I add banking information?

  Answered ✓ Closed kacrippes 21 views 1 comment 0 points Most recent by Flopbot July 2022
• 
  Invalid Credentials when signing into Simplifi (edited)

  Closed Portlandersons 41 views 1 comment 0 points Most recent by Coach Natalie July 2022
• 
  General Quicken purchase question?

  Answered ✓ Closed WillJo 21 views 1 comment 0 points Most recent by Flopbot July 2022
• 
  About to give up on this, spent SO much time trying to get it to work

  Answered ✓ Closed BruceInCola 71 views 3 comments 0 points Most recent by Coach Natalie June 2022
• 
  Cannot Log into new account

  Closed LoginNotWorking 12 views 3 comments 0 points Most recent by Coach Natalie June 2022
• 
  Purchasing Simplifi

  Answered ✓ Closed TeaBee 11 views 1 comment 0 points Most recent by Coach Natalie May 2022