Hello I am Larry. I need help understanding a function.

Lwg026
Lwg026 Member ✭
edited July 2023 in Adding and Updating Accounts

What does it do if I log into my banks app, it says to select all of your accounts. I have only been with Simplifi for a bit over a week. I have some things I don't understand. Any help with my question would be greatly appreciated. Thank you all so much, it's great to be here.

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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Answer ✓

    Hello @Lwg026,

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

    Would you mind providing a bit more detail as to what specifically you're referring to, what bank you're attempting to add, etc., so we can get a clearer idea of what's going on? Screenshots may also be helpful.

    In the meantime, here's a Support Article on adding accounts to help get you started: http://help.simplifimoney.com/en/articles/4295304-adding-accounts-in-simplifi

    Please let us know so we can best assist!

    -Coach Natalie

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