Using Simplifi

Category List

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  Adding and Updating Accounts

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

  449 discussions 2.1K comments Most recent: Treasury Bills, Notes and Bonds by Kandaswamy September 25
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  Bills and Income

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

  71 discussions 169 comments Most recent: Can not connect Louisville Water Company Biller by Coach Natalie September 22
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  Getting Started

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

  45 discussions 108 comments Most recent: Is there a way to reorder the accounts in my view? (edited) by GPW August 29
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  Investments

  You can post about using Investments in Simplifi here.

  35 discussions 200 comments Most recent: Is it possible to recategorize previous transfers to the proper investment accounts? by DannyB September 12
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  Managing your Transactions

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

  145 discussions 457 comments Most recent: Automatically categorize or tag certain transactions as work expense? by DannyB September 25
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  Savings Goals

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

  37 discussions 137 comments Most recent: Status Report: Using Savings Goals by Coach Natalie September 20
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  Troubleshooting

  Having trouble? Get some help.

  133 discussions 388 comments Most recent: how do I reconcile my bank/ credit card statement on simplifi by DannyB September 6
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  Using Reports

  Let us know if you have questions about using Reports!

  30 discussions 60 comments Most recent: Why does the total spending report filtering fix keep getting pushed out? by Coach Natalie August 12
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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.

  8 discussions 29 comments Most recent: Hide closed accounts from dashboard? by Coach Natalie June 30
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  Using the Spending Plan

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

  78 discussions 204 comments Most recent: #TipTuesday: Future Spending Plans by DannyB September 26
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  Using Watchlists

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

  9 discussions 97 comments Most recent: What types of expenses are you tracking with Watchlists? by Steve86 August 15