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!1.1K discussions 5.5K comments Most recent: How to reverse out fraudulent credit card charges from credit card account? by ajbopp 1:47AM
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You can use Simplifi to easily track your Recurring Bills and Income. Let us know if you have questions!
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Need help with your Categories or Tags in Simplifi? Let us know here!24 discussions 103 comments Most recent: Planned Spending Categories not showing correctly. (edited) by Coach Jon April 24
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Have general questions or need help with your first-time setup? Post here!124 discussions 399 comments Most recent: How to best caption spending patterns/habits for jointly held accounts and individual ones by Coach Jon April 25
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You can post about using Investments in Simplifi here.77 discussions 390 comments Most recent: T Rowe Price - Difference in values between Dashboard and Investment detail by Coach Jon April 25
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Please post here if you have questions about managing your transactions.276 discussions 1.1K comments Most recent: Transfers to investment account come out as 2 transactions, but come in as 1 by DannyB 3:07AM
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Post your questions about using Projected Cash Flow here!19 discussions 82 comments Most recent: why is projected cash flow not accurate? (edited) by RobWilk March 26
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Having trouble? Get some help.296 discussions 1.1K comments Most recent: The bank balance is up without any incoming transaction by Morey Chang 4:18AM
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Let us know if you have questions about using Reports!76 discussions 196 comments Most recent: How to include transaction date in downloads? by DannyB April 11
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You can post about using Space Sharing here!10 discussions 26 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.13 discussions 37 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!163 discussions 541 comments Most recent: spending plan not calculating correctly - with bills, subscriptions and saving by wassimchao April 26
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Whether recurring or one-time, let us know if you have questions about using Transfers!9 discussions 37 comments Most recent: Recurring transfer not showing up on following months. by Coach Jon April 26
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Let us know here if you have any questions about using Watchlists in Simplifi.18 discussions 103 comments Most recent: How do I set a per month Watchlist amount? (edited) by DannyB March 22
Popular Tags
- Online Banking 2,104
- Feature Request 1,118
- Transactions 1,032
- Spending Plan 749
- Known Issue 525
- Alerts 519
- Accounts 479
- Reports 367
- Recurring 358
- Mobile 354
- Savings Goals 278
- Investments 256
- Web 251
- Product Updates 233
- Feedback 216
- Categories 174
- Cash Flow 150
- Import 131
- Transaction Rules 126
- Simplifi Subscription 124
- Bill Connect 121
- Watchlist 119
- #Letusknow 105
- Dashboard 101
- Community 92