Using Simplifi

Category List

• Expand for more options.

  Adding and Updating Accounts

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

  275 discussions 1.3K comments Most recent: Cannot add Merrill Edge or Etrade accounts by Spence 4:34PM
• Expand for more options.

  Bills and Income

  You can use Simplifi to easily track your Bills and Income. Let us know if you have questions!

  49 discussions 103 comments Most recent: Discover Bill Presentment Bug by Coach Natalie January 21
• Expand for more options.

  Getting Started

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

  33 discussions 83 comments Most recent: New User wants to add transactions by Coach Natalie January 19
• Expand for more options.

  Investments

  You can post about using Investments in Simplifi here.

  25 discussions 161 comments Most recent: How do you track US savings bonds? by Coach Natalie December 2021
• Expand for more options.

  Managing your Transactions

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

  95 discussions 272 comments Most recent: Please add "variable" or partial payee names so that renaming rules don't have to be exact! by Coach Natalie January 12
• Expand for more options.

  Savings Goals

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

  22 discussions 79 comments Most recent: Create savings goal in the past? by Coach Natalie January 6
• Expand for more options.

  Troubleshooting

  Having trouble? Get some help.

  84 discussions 225 comments Most recent: Credit card balance by BS1 January 20
• Expand for more options.

  Using Reports

  Let us know if you have questions about using Reports!

  22 discussions 47 comments Most recent: #TipTuesday: Using Reports to see where you stand for the year by Coach Natalie January 10
• Expand for more options.

  Using the Dashboard

  Your Simplifi Dashboard can tell you a lot with just a glance! Please let us know if you have questions.

  6 discussions 25 comments Most recent: Why does the "Upcoming Transactions" only show past transaction and not future? by barjohn January 11
• Expand for more options.

  Using the Spending Plan

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

  36 discussions 99 comments Most recent: I'm new having trouble getting started with Spending Plan by Flopbot 4:47PM
• Expand for more options.

  Using Watchlists

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

  4 discussions 31 comments Most recent: Watchlist not displaying correctly. by Steve86 January 21