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!

  1 discussion 1 comment Most recent: Badges - For Fun & Motivation (maybe?) by Flopbot February 5
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  Adding and Updating Accounts

  Have questions or concerns about adding and updating your accounts in Simplifi? Post here!

  492 discussions 2.3K comments Most recent: American Express High Yield Savings Account - Not Linking to Simplifi by Coach Natalie 7:20PM
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  Bills and Income

  You can use Simplifi to easily track your Recurring Bills and Income. Let us know if you have questions!

  82 discussions 225 comments Most recent: Bill Connect amount due for amex is incorrect by Coach Natalie 4:57PM
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  Categories and Tags

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

  2 discussions 6 comments Most recent: Can Simplifi payees use same category assignments as Quicken? by Shermani May 13
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  Getting Started

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

  56 discussions 163 comments Most recent: No updates to manual account balance by Coach Natalie May 31
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  Investments

  You can post about using Investments in Simplifi here.

  42 discussions 215 comments Most recent: Asset Allocation by Diver4242 June 2
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  Managing Your Transactions

  Please post here if you have questions about managing your transactions.

  140 discussions 484 comments Most recent: "Payees and Rules" need advanced feature to create rules using specific words by a7790 June 4
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  Projected Cash Flow

  Post your questions about using Projected Cash Flow here!

  3 discussions 8 comments Most recent: Questions about the Projected Cash Flow by Coach Natalie May 24
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  Troubleshooting

  Having trouble? Get some help.

  141 discussions 460 comments Most recent: Spending Plan - Income Way Off Due to Retirement Distributions Being Moved to 'Transfers' (edited) by Coach Natalie 6:41PM
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  Using Reports

  Let us know if you have questions about using Reports!

  39 discussions 77 comments Most recent: Profit & Loss Report by Charles Collins May 30
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  Using Savings Goals

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

  36 discussions 146 comments Most recent: I Blew Up My Savings Goals - How would you deal with it? by ajbopp April 30
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  Using Space Sharing

  You can post about using Space Sharing here!

  3 discussions 8 comments Most recent: What can be shared with Space Sharing? by Coach Natalie March 6
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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.

  10 discussions 39 comments Most recent: Reordering Account Categories in Web App by Coach Natalie February 13
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  Using the Spending Plan

  Have questions about budgeting and using the Spending Plan? Post here!

  100 discussions 291 comments Most recent: Double Count Bills/Planned Spending? by Diver4242 6:29PM
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  Using Watchlists

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

  13 discussions 115 comments Most recent: Customizable Columns in Spending Watchlist (edited) by Coach Natalie April 5