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 and access Simplifi. 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 will automatically review your downloaded transactions and you'll be presented with a list of possible recurring items. You can easily deselect any of the transactions presented, as well as add any additional transactions as needed.
Simplifi will then use this information to create Recurring Transactions, which are used to build your monthly Spending Plan, as well as your Projected Cash Flow. 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 at any time.
Once you've confirmed your Recurring 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.
Watchlist: 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!
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, Recurring Transactions, Notification settings, and Transaction Rules.
Help Center: Search Support Articles or access one of our amazing Simplifi Coaches!
Notifications: Click here to see any notifications that you've received.
Profile: Here, you can sign out of Simplifi, access our Help Articles and Community, check out your Achievements, and manage your Simplifi Account.
Frequently Asked Questions
Learn the answers to frequently asked questions for this topic!
Can I erase my data and start over?
Although there is currently no option in Simplifi to erase your data and start over, if this is something that you would like to do, our Support Team can definitely help! For more details on contacting our Support Team, please see here.
If you need any assistance with Getting Started in Simplifi, our Coaches are happy to help! Click here to learn how to contact us!
To learn more about Getting Started on the Simplifi Mobile App, please click here!