Using Simplifi
Here, you can post your questions about using Simplifi!
Category List
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You can earn badges in Simplifi for performing and completing certain tasks. Let us know if you have any questions!
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Have questions or concerns about adding and updating your accounts in Simplifi? Post here!
414 discussions 1.9K comments Most recent: Missing transaction with Amex and wrong balance by Far 6:15AM
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You can use Simplifi to easily track your Recurring Bills and Income, and even see them in the Projected Cash Flow graph. Let us know if you have questions!
65 discussions 167 comments Most recent: How to plan for recurring expenses that don't occur monthly? by Flopbot January 22
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You can post about using Investments in Simplifi here.
34 discussions 189 comments Most recent: Incorrect shares and market value for T. Rowe Price account by Coach Natalie January 30
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Please post here if you have questions about managing your transactions.
129 discussions 425 comments Most recent: Transfers with different dates are not linking by Flopbot 4:19AM
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Having trouble? Get some help.
122 discussions 374 comments Most recent: Does Simplifi hate Safari? Login problems consistently. by Coach Natalie January 30
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Your Simplifi Dashboard can tell you a lot with just a glance! Please let us know if you have questions.
9 discussions 35 comments Most recent: Possible to disable "Badges" and "Achievements"? by Coach Natalie January 19
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Have questions about budgeting and using the Spending Plan? Post here!
84 discussions 222 comments Most recent: Handling bills that are less than monthly in the spending plan by cfields 1:34AM
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Let us know here if you have any questions about using Watchlists in Simplifi.
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- Reports 148
- Investments 120
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- Watchlist 54
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