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!

  379 discussions 1.7K comments Most recent: Another Week, Another Manual Account with erroneous balance by SRC54 2:46PM
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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!

  63 discussions 139 comments Most recent: Yearly refund by landmark179 2:35PM
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  Getting Started

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

  37 discussions 94 comments Most recent: Cannot Log into new account by Coach Natalie June 9
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  Investments

  You can post about using Investments in Simplifi here.

  32 discussions 189 comments Most recent: Crypto account not updating in Balance Over Time section (edited) by Coach Natalie June 22
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  Managing your Transactions

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

  128 discussions 393 comments Most recent: Not working: Linking a manual transaction to a Recurring Reminder by LWrathBudget June 21
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  Savings Goals

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

  30 discussions 106 comments Most recent: Link Recurring Transfer to Savings Goal by Coach Natalie June 7
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  Troubleshooting

  Having trouble? Get some help.

  124 discussions 327 comments Most recent: Delete Account by Coach Natalie June 24
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  Using Reports

  Let us know if you have questions about using Reports!

  26 discussions 55 comments Most recent: Need the ability to print a report. Any report. by Coach Natalie May 27
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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.

  7 discussions 26 comments Most recent: Is there a way to recategorize accounts in the dashboard view? by josepk0814 June 24
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  Using the Spending Plan

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

  62 discussions 165 comments Most recent: #TipTuesday: Using Savings Goals to break down annual/bi-annual expenses in the Spending Plan by DannyB June 16
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  Using Watchlists

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

  8 discussions 91 comments Most recent: Watchlist not displaying correctly. by Coach Natalie June 20