Overview

If you'd like to disconnect one of your accounts from the bank and track it manually in Simplifi instead, we've got the solution for you! You can now make any of your accounts 'manual' in Simplifi with just the click of a button.

Instructions

  1. Hover over the panel on the left-hand side and select Settings.

  2. Select Accounts.

  3. Locate the Account you'd like to make 'manual' and click the three dots at the end of it.

  4. Select Make manual.

  5. Click Make Manual to confirm.

Once done, the account will be moved down to the Manual Accounts section. If you'd like to reconnect the account at a later time, you can do so by following the steps outlined in this Support Article to add the account, and then in this Support Article to be sure you're properly linking the account to the existing account.

To learn about making an account 'manual' on the Simplifi Mobile App, please click here!

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