Simplifi

Known Issues

Learn some steps to troubleshoot issues with signing into Simplifi

A list of the most common download errors and steps to resolve them

Learn why you may be prompted to complete a multifactor authentication (MFA) when refreshing your accounts in Simplifi.

Learn how Simplifi calculates the balance for connected accounts

Learn what causes balance discrepancies and how to fix them

Learn how your Investment Data gets updated in Simplifi

Common causes of missing transactions and how to correct them

Learn about troubleshooting and resolving duplicate transactions in Simplifi

Learn how to troubleshoot duplicate accounts in Simplifi

Learn about Planned Spending expenses versus Recurring expenses in the Spending Plan

Learn how to resolve outstanding items and close out your prior month's Spending Plan

Learn how to undo a change that you just made in Simplifi

Learn some alternative solutions for not being able to print in Simplifi

Learn how authorized user accounts with American Express are handled in Simplifi

Find answers and get help from Intercom Support and Community Experts

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