Using Simplifi
Here, you can post your questions about using Simplifi!
Category List
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You can earn badges in Simplifi for performing and completing certain tasks. Let us know if you have any questions!
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Have questions or concerns about adding and updating your accounts in Simplifi? Post here!
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You can use Simplifi to easily track your Recurring Bills and Income. Let us know if you have questions!139 discussions 468 comments Most recent: What's the difference between "past" and "paid" in list of recurring bills? by UrsulaA 1:48PM
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Need help with your Categories or Tags in Simplifi? Let us know here!20 discussions 65 comments Most recent: Getting categories to import from .csv by Coach Natalie March 18
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Have general questions or need help with your first-time setup? Post here!113 discussions 360 comments Most recent: Also coming from Mint (longtime user); have a question. by DannyB 12:41PM
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Please post here if you have questions about managing your transactions.268 discussions 1K comments Most recent: Linking a manual account to the bank? (edited) by UrsulaA 11:11AM
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Post your questions about using Projected Cash Flow here!19 discussions 72 comments Most recent: why is [projected cash flow] not accurate? by sunflowermom March 13
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Having trouble? Get some help.250 discussions 994 comments Most recent: Credit Instruments have Positive Value, Inflating Totals by Berz 4:31AM
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Let us know if you have questions about using Reports!71 discussions 184 comments Most recent: Issue with Reports older than 5 years (edited) by Bgz March 14
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Have questions about using Savings Goals in Simplifi? Let us know!55 discussions 183 comments Most recent: Savings goal won’t let me contribute to IRA? by Flopbot March 16
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You can post about using Space Sharing here!10 discussions 25 comments Most recent: Simplifi Space sharing seperate notification by Coach Jon March 18
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Your Simplifi Dashboard can tell you a lot with just a glance! Please let us know if you have questions.14 discussions 44 comments Most recent: Did the "Top Spending" card on mobile always have this much white space? by Coach Natalie February 21
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Have questions about budgeting and using the Spending Plan? Post here!152 discussions 513 comments Most recent: Having Difficulty Understanding Planned Spending Details by Flopbot March 16
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Whether recurring or one-time, let us know if you have questions about using Transfers!8 discussions 36 comments Most recent: Accounting for internal transfers/reimbursement by DannyB March 3
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Let us know here if you have any questions about using Watchlists in Simplifi.17 discussions 97 comments Most recent: Income categories in watchlist show in graph as negative values by rdenove February 8
Popular Tags
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- Feature Request 1,078
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- Recurring 333
- Mobile 331
- Savings Goals 261
- Investments 234
- Web 232
- Product Updates 226
- Feedback 203
- Categories 155
- Cash Flow 146
- Import 126
- Bill Connect 118
- Simplifi Subscription 114
- Watchlist 114
- Transaction Rules 114
- #Letusknow 104
- Community 89
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