Using Simplifi

Category List

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  Achievements

  You can earn badges in Simplifi for performing and completing certain tasks. Let us know if you have any questions!

  0 discussions 0 comments
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  Adding and Updating Accounts

  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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  Bills and Income

  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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  Categories and Tags

  Need help with your Categories or Tags in Simplifi? Let us know here!

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  Getting Started

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

  45 discussions 126 comments Most recent: How do I clear a refund on a CC? by Merlot10 January 22
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  Investments

  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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  Managing your Transactions

  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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  Reports

  Let us know if you have questions about using Reports!

  31 discussions 55 comments Most recent: reports showing "all dates" by Coach Natalie January 27
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  Savings Goals

  Have questions about using Savings Goals in Simplifi? Let us know!

  33 discussions 133 comments Most recent: Goal Contributions Log? by Coach Natalie November 2022
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  Space Sharing

  You can post about using Space Sharing here!

  2 discussions 3 comments Most recent: How do you add a Space? by Coach Natalie January 27
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  Troubleshooting

  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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  Using the Dashboard

  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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  Using the Spending Plan

  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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  Watchlists

  Let us know here if you have any questions about using Watchlists in Simplifi.

  10 discussions 103 comments Most recent: Watchlist not displaying correctly. by Arun January 26