Overview

Welcome to Simplifi! During your initial sign-in, Simplifi will ask a few questions about you and your finances to help you Get Started.

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 accounts, you're welcome to start by adding a manual account; learn more here!

Please be sure to also check out our YouTube channel for tutorials, as well as the Simplifi Blog for some tips and tricks!


Step 1: Adding Accounts

One of Simplifi's primary functions is to consolidate all of your accounts in one place, so the first thing you'll want to do is add your bank accounts to Simplifi. You can add connected and/or manual accounts, and you can always add more accounts later on as needed.


Step 2: Confirm Your Bills and Income

Once you've added all of your accounts, Simplifi will review your downloaded transactions and present you with a list of potential recurring items. You can easily deselect any of the transactions that are presented, as well as add additional Bills and Income as needed.

Simplifi will then use these items to create Recurring Transactions, which are used to build out your Spending Plan, as well as the Projected Cash Flow. No need to worry if you missed an item! You can always manage your Recurring Transactions through the Settings menu at any time.


Step 3: Using Simplifi

Once you've confirmed your Recurring Bills and Income, Simplifi will take you to the Dashboard. You can select the Menu icon (three lines) in the upper left corner to access any of Simplifi's features:

  • Dashboard: The Dashboard is the 'home page' or landing page of the Simplifi Mobile App. Here, you'll see a snapshot of your finances, as well as have easy access to most of Simplifi's features.

  • Accounts: The Accounts section will allow you to access all of the bank accounts that you've added to Simplifi, as well as the transactions that reside in each one.

  • All Transactions: Here, you can easily access and manage all of your transactions.

  • Watchlist: Watchlists allow you to track and monitor specific areas of Spending.

  • Spending Plan: The Spending Plan is the place to go for budgeting your money!

  • Upcoming: You'll see all of your upcoming items for the next few weeks in the Upcoming section.

  • Reports: Reports allow you to get an in-depth look at your spending and income.

  • Investments: You can track the performance of your investment holdings in the Investments section.

  • Savings Goals: Here, you can create your financial goals and monitor how close you are to that new car or dream vacation!

  • Notifications: You can view the Notifications section to see any notifications that you've received.

  • Settings: Here, you can manage your Accounts, Recurring Transactions, Transaction Rules, Categories, Tags, as well as set up your Notification Preferences and customize your Dashboard.

  • Help: In the Simplifi Help Center, you can access our Support Articles, YouTube channel, and the Simplifi Blog, as well as contact our amazing Support Team.


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 Support Team is just a click away!

To learn more about Getting Started on the Simplifi Web App, please click here!

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