Use Simplifi without linking bank accounts

BobE

I only want to use Simplifi to track income and expenses. I don't need to link bank accounts. How do I proceed to set up my expense and income categories without linking bank accounts. The first step when setting up simplifi is to add bank accounts but I don't want to do that.

Help, please.

Coach Natalie

Hello @BobE,

Thanks for posting to the Community, and welcome to Simplifi!

To get through the Getting Started flow, you do need to add an account. However, you can add a manual account instead of connecting to the bank to move past this step. For more details on the Getting Started flow, please see our Support Article here and/or our YouTube video here.

Once you've completed Getting Started and are in Simplifi, you can add manual accounts and then track your transactions manually as well —

How to add a manual account: http://help.simplifimoney.com/en/articles/4295304-adding-accounts-in-simplifi

How to add a manual transaction: http://help.simplifimoney.com/en/articles/3348103-managing-transactions-in-simplifi

How to create custom categories: http://help.simplifimoney.com/en/articles/4378958-managing-categories-and-subcategories

I hope this helps!

-Coach Natalie

DannyB

Hi @BobE

You might have to go ahead and connect to your bank accounts and then switch them to manual. Here is a support article on how to make an connected account manual.

http://help.simplifimoney.com/en/articles/5321064-how-to-make-an-account-manual

Hope that helps. Others who use Simplifi with manual accounts only may have other advice and @Coach Natalie will have some input for you also.