Using Simplifi

Category List

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  Adding and Updating Accounts

  Add and update your bank accounts in Simplifi.

  130 discussions 596 comments Most recent: CMG Financial - Cannot connect to my account. by Drew 2:09PM
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  Bills and Income

  Track your bills and income.

  32 discussions 89 comments Most recent: Early deposits of personal income by Wondering June 16
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  Getting Started

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

  14 discussions 36 comments Most recent: Uploading prior spending history by hstumm 11:25AM
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  Investments

  Keep an eye on your investments.

  24 discussions 146 comments Most recent: Net Worth Calculation by Coach Natalie June 16
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  Managing your Transactions

  How to add, edit, and categorize your transactions.

  50 discussions 125 comments Most recent: Import Issue by Coach Natalie 4:03PM
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  Savings Goals

  Plan and save for your goals in Simplifi!

  9 discussions 26 comments Most recent: Phantom $100 by Jedp June 7
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  Troubleshooting

  Having trouble? Get some help.

  45 discussions 142 comments Most recent: Cannot login to Simplifi by Coach Natalie June 10
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  Using Reports

  See where you stand!

  13 discussions 36 comments Most recent: Printing or Exporting Reports by Date by RBG36 April 29
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  Using the Dashboard

  How to use the Simplifi Dashboard.

  3 discussions 13 comments Most recent: How do I open the dashboard? by Coach Natalie January 5
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  Using the Spending Plan

  Learn how to use the Spending Plan feature of Simplifi.

  12 discussions 26 comments Most recent: Make future month spending plans available! by Coach Natalie May 3
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  Watchlist

  Learn how to use the Watchlist to track your spending.

  2 discussions 9 comments Most recent: Year to Date total inaccurate in Watchlist by Coach Natalie May 3