All Collections
Troubleshooting
Having trouble? We can help!



Known Issues
Why Can't I Sign In?
Top Bank Download Solutions
What if I Can't Find My Bank?
Why do I need to re-authenticate my bank with every refresh?
How Does Simplifi Calculate My Balance?
Why Doesn't My Simplifi Balance Match My Bank Balance?
How Do My Investment Balances Update?
How to Resolve Missing Transactions
How to Resolve Duplicate Transactions
How to Handle Duplicate Accounts
Planned Spending Expenses Versus Recurring Expenses
How to Resolve Outstanding Items in the Spending Plan
Can I Undo a Change I Just Made?
Can I Erase My Data and Start Over?
Can I Print in Simplifi?
Does the Simplifi mobile app work on my tablet/iPad?
How Are Authorized User Accounts with American Express Handled?
How Can I Send Product Feedback?
How to Contact Support