Overview

The Simplifi Mobile App gives you the freedom to keep up with your finances on the go, and using the Dashboard can make things extra easy!

The six key components that we'll go over in this Support Article are the Dashboard Tiles, how to Customize your Dashboard, the Menu, your Profile, how to access our Help Center, and how to access your Settings.


Dashboard Tiles

Most of Simplifi’s functions can be accessed easily just by tapping on the associated Dashboard Tile. At the top of the screen are the Account Summary Tiles, which give you an overview of the status of your accounts. Swipe left to view each of them, and you can also tap on each one to be taken to All Accounts.

In addition to the Account Summary Tiles, the Simplifi Mobile App offers eight additional Tiles by default:

  1. Recent Spending

  2. Upcoming

  3. Spending Plan

  4. Watchlists

  5. Investments

  6. Top Spending - This Month

  7. Savings Goals

  8. Achievements

Note: If you have any Notifications, they'll be displayed above the Account Summary Tiles on the Dashboard screen. You can dismiss the Notifications by swiping left or right on each one.


Customize Your Dashboard

You can customize your Dashboard by rearranging the items displayed, as well as by hiding items that you don't want to see. To do so, you'll want to select the Menu icon (three lines) in the upper left corner, and then select Settings and Customize Dashboard.

Here, you'll see that you can grab your Dashboard items and move them around, as well as hide them from view, so that your Dashboard is exactly how you want it!


Menu

From the Menu, you’ll be able to access all of the features that Simplifi has to offer! To access the Menu, click the three lines in the upper left corner of any screen on the Simplifi Mobile App:


Profile

The Profile menu allows you to set up biometrics, access your Simplifi Account, as well as access the Simplifi Community and the Simplifi Help Center. You can also sign out of the Simplifi Mobile App from this menu!

To access your Profile, select the Profile icon in the upper right corner of the Dashboard:


Help Center

In the Simplifi Help Center, you can access our Support Articles, YouTube channel, and the Simplifi Blog, as well as contact our Support Team. You can access the Help Center by selecting Help from the Menu icon, or by selecting Help Center from the Profile icon:


Settings

In your Settings, you’ll have the ability to add, delete, or modify your Accounts, Recurring Transactions, Transaction Rules, Categories, Tags, as well as set up your Notification Preferences.

You can access your Settings by selecting Settings from the Menu icon:

Note: If you have any questions regarding your Dashboard, please feel free to contact our amazing Support Team!

To learn more about using the Dashboard on the Simplifi Web App, please click here!

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