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!
492 discussions 2.3K comments Most recent: American Express High Yield Savings Account - Not Linking to Simplifi by Coach Natalie 7:20PM
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You can use Simplifi to easily track your Recurring Bills and Income. Let us know if you have questions!
82 discussions 225 comments Most recent: Bill Connect amount due for amex is incorrect by Coach Natalie 4:57PM
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Need help with your Categories or Tags in Simplifi? Let us know here!
2 discussions 6 comments Most recent: Can Simplifi payees use same category assignments as Quicken? by Shermani May 13
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Have general questions or need help with your first-time setup? Post here!
56 discussions 163 comments Most recent: No updates to manual account balance by Coach Natalie May 31
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Please post here if you have questions about managing your transactions.
140 discussions 484 comments Most recent: "Payees and Rules" need advanced feature to create rules using specific words by a7790 June 4
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Post your questions about using Projected Cash Flow here!
3 discussions 8 comments Most recent: Questions about the Projected Cash Flow by Coach Natalie May 24
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Having trouble? Get some help.
141 discussions 460 comments Most recent: Spending Plan - Income Way Off Due to Retirement Distributions Being Moved to 'Transfers' (edited) by Coach Natalie 6:41PM
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Have questions about using Savings Goals in Simplifi? Let us know!
36 discussions 146 comments Most recent: I Blew Up My Savings Goals - How would you deal with it? by ajbopp April 30
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You can post about using Space Sharing here!
3 discussions 8 comments Most recent: What can be shared with Space Sharing? by Coach Natalie March 6
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Your Simplifi Dashboard can tell you a lot with just a glance! Please let us know if you have questions.
10 discussions 39 comments Most recent: Reordering Account Categories in Web App by Coach Natalie February 13
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Let us know here if you have any questions about using Watchlists in Simplifi.
13 discussions 115 comments Most recent: Customizable Columns in Spending Watchlist (edited) by Coach Natalie April 5
Popular Tags
- Online Banking 1,064
- Feature Request 748
- Transactions 483
- Known Issue 399
- Alerts 396
- Spending Plan 391
- Mobile 210
- Accounts 192
- Recurring 192
- Reports 187
- Product Updates 170
- Savings Goals 156
- Web 141
- Investments 136
- Feedback 128
- #Letusknow 91
- Cash Flow 90
- Categories 76
- Watchlist 66
- Simplifi Subscription 56
- Transaction Rules 55
- Community 51
- Bill Connect 47
- Dashboard 44
- Upcoming 44