Using Simplifi

Category List

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  Adding and Updating Accounts

  Add and update your bank accounts in Simplifi.

  103 discussions 444 comments Most recent: Connection Error for Costco Anywhere Visa Card by Citi (Error: ccscrape.105) by Coach Natalie April 13
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  Bills and Income

  Track your bills and income.

  25 discussions 74 comments Most recent: Connected [Biller] accounts by Coach Natalie April 13
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  Getting Started

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

  13 discussions 35 comments Most recent: Need help understanding Simplifi's platform (edited) by mljshield3 April 13
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  Investments

  Keep an eye on your investments.

  17 discussions 104 comments Most recent: Fidelity Investment Accounts by Coach Natalie April 7
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  Managing your Transactions

  How to add, edit, and categorize your transactions.

  36 discussions 97 comments Most recent: Merged: Feature Request: Show or Hide Categories or Tags from Reports and Spending by dogtreatfairy April 10
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  Savings Goals

  Plan and save for your goals in Simplifi!

  6 discussions 12 comments Most recent: Savings goals by Coach Natalie April 6
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  Troubleshooting

  Having trouble? Get some help.

  39 discussions 133 comments Most recent: Not supported on device by Coach Natalie March 24
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  Using Reports

  See where you stand!

  12 discussions 35 comments Most recent: Feature request: Add % to "pie slices" by Coach Natalie March 22
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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.

  11 discussions 24 comments Most recent: Split Expense Report in Spending Plan by Coach Natalie February 16
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  Watchlist

  Learn how to use the Watchlist to track your spending.

  1 discussion 7 comments Most recent: Merged: Budget by IowaBeta October 2019