Overview

If you've already started setting up Simplifi on the website, you know how easy it is to add your bank and other accounts to the program, so you can access your information wherever and whenever you want.  But did you know that you can also get started, as well as add and edit your accounts, quickly and easily using the Simplifi Mobile App on your iPhone or Android device?  Here's how to do it:

Connect To Your Bank

  1. Once you're logged in, click the Menu icon (the three lines in the upper left corner).
  2. Select Accounts.
  3. Click the blue plus (+) button in the bottom right.
  4. If your bank is already shown, you can click on the image to select it, or just begin typing the name of the bank into the Search bar to let Simplifi find it.
  5. Enter the User ID and Password that you use to sign in to your bank's website, then click Link Account.
  6. Simplifi will locate the account(s) associated with your User ID and Password; a blue circle with a checkmark will appear next to each account that's available to add. Note: To disregard any of the accounts, click on the checkmark and select Do not Add Account.
  7. Click Complete when finished.

The selected account(s) should now show in your Accounts List.

Add a Manual Account

If the bank you want to add is not listed, you can still add it manually.

  1. Click the Menu icon (the three lines in the upper left corner).
  2. Select Accounts.
  3. Click the blue plus (+) button in the bottom right.
  4. Select Add Manually from the very bottom of the Add Your Financial Institution screen.
  5. On the Add Manual Account screen, enter an Account Name and select the Account Type. You can also enter the balance and an "as-of" date for the account.
  6. Click Create when finished.

The account should now show in your Accounts List. Since this is a manual account, the Transaction Activity will be blank, but you can start adding transactions whenever you're ready!

Note: If you can't connect with the bank you're looking for, or have other issues, don't worry, Simplifi Support is just a click away! You can access us by selecting the blue Chat icon located in the lower right of the Simplifi Web App, or by choosing Help from the Menu icon in the Simplifi Mobile App. Our helpful Simplifi Coaches will work with you to solve any problems you may encounter!

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