Using Simplifi

Category List

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  Adding and Updating Accounts

  Add and update your bank accounts in Simplifi.

  42 discussions 145 comments Most recent: Investments - Insurance by hillmanlam January 19
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  Bills and Income

  Track your bills and income.

  16 discussions 46 comments Most recent: Bills Recurring not matching with actual by asubbaiyanprof January 19
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  Getting Started

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

  7 discussions 13 comments Most recent: Quicken and Simplifi by ralphhere January 17
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  Investments

  Keep an eye on your investments.

  12 discussions 56 comments Most recent: Which Category for 529 Plan monthly contributions? by bcrossman January 18
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  Managing your Transactions

  How to add, edit, and categorize your transactions.

  26 discussions 68 comments Most recent: Manual linking for transcations by User18379 2:55AM
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  Savings Goals

  Plan and save for your goals in Simplifi!

  2 discussions 2 comments Most recent: Savings Goals and Spending Plan by Coach Natalie November 2020
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  Troubleshooting

  Having trouble? Get some help.

  29 discussions 87 comments Most recent: Simplifi Stops Responding on iPhone 12 by Pass&Now590 January 16
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  Using Reports

  See where you stand!

  8 discussions 27 comments Most recent: Simplifi Mobile App - Savings Report by Coach Natalie January 14
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  Using the Dashboard

  How to use the Simplifi Dashboard.

  3 discussions 13 comments Most recent: How do I open the dashboard? by Coach Natalie January 5
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  Using the Spending Plan

  Learn how to use the Spending Plan feature of Simplifi.

  9 discussions 21 comments Most recent: Saving Goal contributions not reflected in Spending Plan by mdavec January 16
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  Watchlist

  Learn how to use the Watchlist to track your spending.

  1 discussion 7 comments Most recent: Merged: Budget by IowaBeta October 2019