How to Make an Account 'Manual' on the Mobile App
Learn how to make a 'Connected' Account a 'Manual' Account on the Simplifi Mobile App
Natalie avatar
Written by Natalie
Updated over a week ago


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.


  1. Click the Menu icon (the three lines in the upper left corner).

  2. Select Settings and then 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 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 Web App, please click here!

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