Using Simplifi
Get tips and tricks for getting the most out of Simplifi.
Category List
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Expand for more options.Add and update your bank accounts in Simplifi.
197 discussions
896 comments
Most recent: Unable to add Ally Bank account due to not receiving code by cncb
September 24
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Expand for more options.Keep an eye on your investments.
26 discussions
174 comments
Most recent: Issue with investment accounts displaying the holdings by Coach Natalie
September 9
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Expand for more options.Plan and save for your goals in Simplifi!
14 discussions
52 comments
Most recent: #TipTuesday: Savings Goals - Withdraw to Spend by Coach Blake
September 14
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Expand for more options.Having trouble? Get some help.
56 discussions
159 comments
Most recent: How can I get my entire profile deleted? by Coach Natalie
September 20
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Expand for more options.See where you stand!
17 discussions
39 comments
Most recent: Where is the monthly financial statement? by Coach Natalie
September 8
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Expand for more options.How to use the Simplifi Dashboard.
4 discussions
21 comments
Most recent: How do you use Simplifi's Dashboard Tiles? by Coach Natalie
July 5
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Expand for more options.Learn how to use the Spending Plan feature of Simplifi.
19 discussions
40 comments
Most recent: How do you use your Planned Spending? by wbweston
September 22
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Expand for more options.Learn how to use the Watchlist to track your spending.
3 discussions
11 comments
Most recent: Have you gained any insight on your spending habits from using Watchlists? by timmyc123
August 5
Popular Tags
- Online Banking 222
- Known Issue 161
- Alerts 155
- Feature Request 115
- Transactions 83
- Product Updates 67
- Web 53
- Spending Plan 49
- Community 47
- Recurring 45
- Feedback 39
- Reports 38
- Mobile App 32
- Categories 30
- Accounts 27
- Savings Goals 17
- Investments 16
- Bill Connect 9
- Watchlist 8
- #TipTuesday 7
- Transaction Rules 7
- Upcoming 7
- Tags 6
- Notifications 5
- Cash Flow 4