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, including adding accounts and letting us know about your recurring transactions.

Please note: At this time, you must add an account to move forward in the Getting Started portion. If you're hesitant about adding a connected account, you are welcome to start by adding a manual account. Learn how to create a manual account here and create a manual transaction here.

Looking for Tips and Tricks to using Simplifi? You can learn about new features, best practices, and hacks to get the most out of Simplifi on our blog! Not a blog person? No problem. If you prefer a tutorial, check out our YouTube channel for How-To videos.

Adding Accounts

Since Simplifi is designed to give you a consolidated view, you’ll start by adding 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.

Confirm your Income and Bills

After adding your accounts, Simplifi will ask about your expected income and bills. Simplifi will use this information to create Recurring transactions to build out your monthly Spending Plan. When Simplifi knows what to expect, it can help you predict your future account balances.

If you miss a bill or income transaction, do not 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.

Using Simplifi

In Simplifi Fashion, we like to make things easy and simple--this includes navigation. 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 purchases.
  • Spending Plan: See your Total to Spend, Spent so Far, and Left to Spend.
  • Upcoming: Get a glance at all your future bill and income transactions.
  • 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.
  • Profile: You can access our help articles or manage your Simplifi account.

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

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