New to Simplifi setup - can't get past adding accounts....

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JMChi623
JMChi623 Member
edited January 29 in Getting Started

I've added all of my financial institutions and it won't let me out of the Account wizard…stuck!

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  • DannyB
    DannyB Superuser ✭✭✭✭✭
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    Close Simplifi and relaunch it?

    Danny
    Simplifi user since 01/22
    ”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer
  • Coach Kristina
    Coach Kristina Moderator admin
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    Hello @JMChi623,

    If @DannyB's recommendation does not correct the issue, then please provide more information so that we can further assist. Is this happening on the Web app, the Mobile app, or both? Are you able to provide a screenshot (with any personal information redacted)?

    Thank you!

    -Coach Kristina

  • JMChi623
    JMChi623 Member
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    thanks - I'm all set now. I moved from mobile to laptop and was able to finish the set up successfully.

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