Wipe it and start over?

Saltlifelala

I used Simplifi 4 years ago. I didn't like it, but I'm back to try again.

How do I wipe all the old info? Clean slate would be great.

UrsulaA

I started over after a month of using Simplifi sparingly. I deleted all the accounts and connected banks. Then, I re-connected the accounts and entered manual accounts as needed.

Coach Kristina

Hello @Saltlifelala,

To erase the old information and start over, I would recommend following the instructions in this article:

https://help.simplifimoney.com/en/articles/5672765-can-i-erase-my-data-and-start-over

I hope this helps!

rdenove

You can delete all the transactions as of any date as the transactions outside of pending do not affect the balance in the sidebar