Manually adding account

pater9159

I had to manually add my checking account as my bank was not listed. Will Simplify be able to add my deposits and payments, or will I have to manually add them as well? Also, how do I get my bank added? Georgia 1st

Thanks in advance,

Rebecca

ajbopp

@pater9159 I believe you will need to manually enter transactions to a manual account, since there will be no connection to automatically get the transactions from.

You can request a bank be added by following the instructions here.

https://help.simplifimoney.com/en/articles/4409400-what-if-i-can-t-find-my-bank

You can also request a bank directly from the community by posting your request here

https://community.simplifimoney.com/categories/report-missing-financial-institutions

UrsulaA

For transactions, you can import them using a downloadable file from your bank to Simplifi by following the directions below.

https://help.simplifimoney.com/en/articles/4413430-how-to-manually-import-transactions

https://youtu.be/gXArvV6xxZg?si=RLIv4X0EGaqO_iBZ