Overview

Welcome to Simplifi! In this article, we'll cover the Getting Started phase of Simplifi. During your initial sign-in, Simplifi will ask a few questions about you and your current finances.

Note: At this time, you must add an account to move forward in the Getting Started process. If you're hesitant about connecting your account, you're welcome to start by adding a manual account; learn more here!

Looking for Tips and Tricks to using Simplifi? You can learn about new features and best practices on our blog! If you prefer a tutorial, check out our YouTube channel for How-To videos.


Step 1: Adding Accounts

Since Simplifi is designed to give you a consolidated view, you’ll start by adding your accounts. You can add connected or manual accounts, and if you miss one, you can always add it once you’re done with Getting Started.


Step 2: Confirm your Bills and Income

After adding your accounts, Simplifi will ask about your expected bills and income. Simplifi reviewed the downloaded transactions for potential recurring ones during the add account process and will present a list of ones found. You can deselect any of the transactions presented or add additional recurring transactions.

Simplifi will use this information to create Recurring Transactions, which are used to build your monthly Spending Plan. When Simplifi knows what to expect, it can help you predict your future account balances.

Suppose you miss a bill or income transaction during this phase, no need to worry! You can always add or edit your Recurring Transactions through the Settings menu in Simplifi.

Once you've confirmed your bills and income, Simplifi will take you to the Dashboard.


Step 3: Using Simplifi

In Simplifi, we like to make things easy and simple -- this includes navigation! So here’s a quick breakdown of the Menu options:

  • Dashboard: Think of this as your home page -- every time you sign in, you’ll be taken to this view. The Dashboard gives you a quick snapshot of your finances.

  • Transactions: Here, you can find your accounts and manage your transactions.

  • Spending Plan: See your Bills and Income, other planned expenses, and what you have left to spend for the month.

  • Upcoming: Get a glance at what's coming up in the near future.

  • Watchlists: Create and manage mini-budgets that help you track and monitor specific spending areas.

  • Reports: You can come here when you need an in-depth look at your spending.

  • Investments: Check out how your holdings are performing!

  • Savings Goals: Manage your Savings Goals and see how close you are to that new car or summer vacation!

  • Refresh: Update your accounts to bring in any new transactions.

  • Settings: Manage your Accounts, Categories, and Recurring Transactions.

  • Notifications: Click here to see any notifications that you've received.

  • Profile: Here, you can sign out of Simplifi, access our Help Articles, and manage your Simplifi Account.

If you need any assistance with Getting Started in Simplifi, our Coaches are happy to help! You can reach a Coach through the navy messenger icon located at the bottom right of Simplifi.

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