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!
2 discussions 2 comments Most recent: Turning off badge notifications on web app by Coach Kristina November 20
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Have questions or concerns about adding and updating your accounts in Simplifi? Post here!
625 discussions 3K comments Most recent: Nationwide 401k connection error fdp-102 by Impending6705 4:10PM
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You can use Simplifi to easily track your Recurring Bills and Income. Let us know if you have questions!
93 discussions 294 comments Most recent: Multiple Recurring Transfers not working by RockLee December 2
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Need help with your Categories or Tags in Simplifi? Let us know here!
11 discussions 30 comments Most recent: Mint Transactions Did Not Sync Categories After Importing to Simplifi by DanJ82 November 28
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You can post about using Investments in Simplifi here.
50 discussions 242 comments Most recent: How can I total a Category for Investments? (edited) by brokenchord 4:14PM
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Please post here if you have questions about managing your transactions.
176 discussions 656 comments Most recent: Adding a payment to a manual Apple Card account (edited) by Nikolai Denmark 2:41PM
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Post your questions about using Projected Cash Flow here!
5 discussions 23 comments Most recent: Projected Cash Flow graph should include Savings Goals (edited) by ajbopp October 22
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Having trouble? Get some help.
174 discussions 635 comments Most recent: Merged: Another! Spending Plan Issue by blanktom December 3
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Have questions about using Savings Goals in Simplifi? Let us know!
41 discussions 136 comments Most recent: New to Simplifi. Thoughts and Questions about Savings Goals by Flopbot November 21
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You can post about using Space Sharing here!
5 discussions 16 comments Most recent: I shared my Simplifi access with my wife but it is requiring her to have a separate subscription by RobWilk October 31
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Your Simplifi Dashboard can tell you a lot with just a glance! Please let us know if you have questions.
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Have questions about budgeting and using the Spending Plan? Post here!
120 discussions 350 comments Most recent: Bills summing to wrong total in spending planner? by mlc894 3:00AM
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Let us know here if you have any questions about using Watchlists in Simplifi.
18 discussions 133 comments Most recent: Watchlist only shows transactions from current month by DannyB November 29
Popular Tags
- Online Banking 1,384
- Feature Request 897
- Transactions 661
- Spending Plan 519
- Known Issue 452
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- Accounts 268
- Mobile 261
- Reports 257
- Recurring 250
- Savings Goals 205
- Product Updates 204
- Web 193
- Investments 171
- Feedback 162
- Cash Flow 113
- Categories 106
- #Letusknow 97
- Watchlist 85
- Simplifi Subscription 81
- Transaction Rules 71
- Bill Connect 66
- Community 65
- Dashboard 59
- Upcoming 57