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!

  2 discussions 2 comments Most recent: Turning off badge notifications on web app by Coach Kristina November 20
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  Adding and Updating Accounts

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

  625 discussions 3K comments Most recent: Nationwide 401k connection error fdp-102 by Impending6705 4:10PM
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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!

  93 discussions 294 comments Most recent: Multiple Recurring Transfers not working by RockLee December 2
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  Categories and Tags

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

  11 discussions 30 comments Most recent: Mint Transactions Did Not Sync Categories After Importing to Simplifi by DanJ82 November 28
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  Getting Started

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

  76 discussions 236 comments Most recent: Filter on Dates by Coach Kristina 12:18AM
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  Investments

  You can post about using Investments in Simplifi here.

  50 discussions 242 comments Most recent: How can I total a Category for Investments? (edited) by brokenchord 4:14PM
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  Managing Your Transactions

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

  176 discussions 656 comments Most recent: Adding a payment to a manual Apple Card account (edited) by Nikolai Denmark 2:41PM
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  Projected Cash Flow

  Post your questions about using Projected Cash Flow here!

  5 discussions 23 comments Most recent: Projected Cash Flow graph should include Savings Goals (edited) by ajbopp October 22
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  Troubleshooting

  Having trouble? Get some help.

  174 discussions 635 comments Most recent: Merged: Another! Spending Plan Issue by blanktom December 3
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  Using Reports

  Let us know if you have questions about using Reports!

  54 discussions 136 comments Most recent: Year to year comparison by Coach Natalie December 1
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  Using Savings Goals

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

  41 discussions 136 comments Most recent: New to Simplifi. Thoughts and Questions about Savings Goals by Flopbot November 21
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  Using Space Sharing

  You can post about using Space Sharing here!

  5 discussions 16 comments Most recent: I shared my Simplifi access with my wife but it is requiring her to have a separate subscription by RobWilk October 31
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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.

  13 discussions 39 comments Most recent: Spending Trends by DannyB December 2
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  Using the Spending Plan

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

  120 discussions 350 comments Most recent: Bills summing to wrong total in spending planner? by mlc894 3:00AM
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  Using Watchlists

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

  18 discussions 133 comments Most recent: Watchlist only shows transactions from current month by DannyB November 29