Getting Started

Discussion List

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  New to Simplifi - longtime Quicken user

  LarryOld 54 views 4 comments 1 point Most recent by DannyB November 13Introduce yourself!
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  Hello everybody

  Andrii 21 views 3 comments 3 points Most recent by DannyB November 1Introduce yourself!
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  Introduction

  Joe.Hoss 38 views 5 comments 0 points Most recent by SRC54 October 25Introduce yourself!
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  loan from friend

  Answered ✓ Closed Earle 23 views 1 comment 0 points Most recent by DannyB September 13Getting Started
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  Newbi to SimpliFi

  Closed CK9 32 views 4 comments 3 points Most recent by RobWilk September 3Introduce yourself!
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  Credit Karma Refugee

  Closed Robanthi 55 views 7 comments 0 points Most recent by UrsulaA August 6Introduce yourself!
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  How do I get started to enter info ?

  Answered ✓ Closed Dougray 52 views 2 comments 0 points Most recent by Dougray July 19Getting Started
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  I want to get off an obsolete Mac desktop on to a mobile based only solution.

  Answered ✓ Closed Traingeekquicken 38 views 3 comments 0 points Most recent by SRC54 July 12Getting Started
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  Delete Dataset Request

  Closed LuckyLeah 11 views 1 comment 0 points Most recent by Coach Jon July 10Troubleshooting
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  How do I login to web app from MacBook Air?

  Answered ✓ Closed N4KHQ 80 views 6 comments 0 points Most recent by N4KHQ July 9Getting Started
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  New to Simplifi

  Closed Prandrews1 124 views 16 comments 0 points Most recent by Prandrews1 July 2Introduce yourself!
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  A welcoming hello.

  Closed BBJ 22 views 1 comment 0 points Most recent by UrsulaA July 2Introduce yourself!
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  Can't get to login screen on Chrome or Safari..

  Answered ✓ Closed stevewhite 33 views 1 comment 0 points Most recent by stevewhite June 15Troubleshooting
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  We're having trouble retrieving your dataset

  Closed JDLR80 62 views 9 comments 0 points Most recent by JDLR80 May 6Troubleshooting
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  How to start over fresh?

  Answered ✓ Closed Sanyi2 65 views 1 comment 0 points Most recent by Coach Jon April 30Getting Started
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  Want to start using the program again

  Closed Fireboss 37 views 2 comments 0 points Most recent by Coach Jon April 16Troubleshooting
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  Set Up and Getting Started

  Closed carcat 63 views 1 comment 0 points Most recent by Coach Kristina April 7Getting Started
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  Where can I get help to get started?

  Closed System 68 views 5 comments 0 points Most recent by Coach Natalie April 2Getting Started
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  How do you deal with a Hourly Job income?

  Answered ✓ Closed Mkats13 122 views 4 comments 0 points Most recent by DannyB March 28Getting Started
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  Also coming from Mint (longtime user); have a question.

  Closed guitarman 54 views 6 comments 0 points Most recent by guitarman March 20Getting Started
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  How to transition to Simplifi from classic?

  Closed sunflowermom 424 views 8 comments 0 points Most recent by Coach Jon March 12Getting Started
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  How do I unlink incorrect transfers?

  Answered ✓ Closed Emacken 132 views 5 comments 0 points Most recent by DannyB February 3Using Transfers
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  Setting up Simplifi for married couples

  Closed DrTonyMas 159 views 1 comment 0 points Most recent by Flopbot January 28Getting Started
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  how do I sign on to simplifi

  Answered ✓ Closed Dianna 28 views 1 comment 0 points Most recent by Flopbot January 23Getting Started
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  Manual account only showing 3 years of uploaded transactions

  Answered ✓ Closed braymp 78 views 1 comment 0 points Most recent by UrsulaA December 2023Troubleshooting
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  Is there a better tutorial than the short you tube snippets on using simplifi

  Closed DawnZ 45 views 1 comment 0 points Most recent by ajbopp December 2023Getting Started
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  Help! Stuck in Get Started/Add Accounts

  Closed WolfieGirl 647 views 6 comments 0 points Most recent by dasboots December 2023Report a Bug
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  having a very hard time getting started

  Closed missatomicbomb23 53 views 1 comment 0 points Most recent by Coach Natalie November 2023Feedback
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  3

  Up Down
  Getting Started: Stop selecting all recurring items by default or add an "unselect all" (edited)

  Active Marcin 34 views 1 comment 3 points Most recent by Coach Natalie October 2023Feature Requests