Overview

Simplifi’s Watchlists are intelligent, easy-to-use tools that help you track and monitor specific areas of spending.  They are basically “mini-budgets” you set for yourself, filtered by payees, categories, or tags you assign to them. Vivid graphics and interactive graphs instantly show you your spending for the month, and how closely you’re to meeting your goals.

Creating a Watchlist

Let’s start by creating a new Watchlist.  Here’s what you do:
   1. Click the Spending Watchlist panel on the Simplifi Dashboard or select Watchlist from the Menu Bar on the left.
   2. Look for the Create New tile, and click the plus (+) sign: 

   3. Specify how you want to create the new Watchlist, using Categories, Payees, or Tags.
   4. Click the Choose drop-down arrow, and then check the boxes beside the items you want to include in the list:

   5. Enter a monthly spending target for this Watchlist. You can change it any time you want, or even select “don’t set” to start your Watchlist without a spending target.

6. Next, click the Create button. You’ll be given a chance to name your Watchlist, and, to make things a bit more fun, you can assign an optional emoji or icon that represents your list!  

  7. Click Save to finish setting up your Watchlist.

You can create as many Watchlists as you want, to help you monitor all of your spending, from dining and entertainment to healthcare and home improvement!

Using your Watchlist

Once you’ve created a Watchlist, you can click on its tile at any time to view a real-time interactive picture of your activity.  

Simplifi shows you a graph of your spending over time, with bars representing your spending for each month and a target line showing how much under, or over that target you’ve gone.  There’s an average total for the period shown, total spending this year, and a projection of how much you’ll spend this month if you keep spending at your current rate.

To get a closer look at your spending, you can click on any one of the bars to see a list of all of the purchases for that month. And you can sort that list by any of the columns, including date, amount, payee, category, and tags.  


Did this answer your question?