Using Simplifi

How to use the Simplifi Web App

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20 articles in this collection
Written by Kelly, Nicole, Paco and 2 others

Getting to Know Your Dashboard

Learn about the Simplifi Dashboard and how to use it
Nicole avatar
Written by Nicole
Updated over a week ago

Using the Simplifi Spending Plan

How to plan for and track your monthly spending in Simplifi
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Written by Natalie
Updated over a week ago

Can You Create a Planned Expense for a Recurring Item in the Spending Plan?

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Written by Natalie
Updated over a week ago

How Are Credit Card Payments Handled in the Spending Plan?

Learn how Credit Card Payments are handled in the Spending Plan
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Written by Natalie
Updated over a week ago

How Do I Set a Custom Income Amount in the Spending Plan?

Learn how to set a custom Income amount in the Spending Plan
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Written by Natalie
Updated over a week ago

How do I link or delete 'past' scheduled payments in the Spending Plan?

Learn how to manually link a transaction to a recurring reminder or delete a recurring reminder from within the Spending Plan
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Written by Kelly
Updated over a week ago

How do I release unused Planned Spending funds?

Learn how to manually release funds from your Planned Spending category that you didn't use.
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Written by Kelly
Updated over a week ago

Does the Spending Plan offer a rollover option?

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Written by Nicole
Updated over a week ago

Using Simplifi’s Upcoming Feature

Learn how to use the Upcoming section in Simplifi!
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Written by Natalie
Updated over a week ago

Using Watchlists

Learn how to create and use Watchlists in Simplifi
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Written by Natalie
Updated over a week ago

Using Reports

Learn what Simplifi's Reports can do for you!
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Written by Paco
Updated over a week ago

How to Ignore Accounts From Reports

Learn how to ignore Accounts from your Reports in Simplifi
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Written by Natalie
Updated over a week ago

Can I print a report?

Nicole avatar
Written by Nicole
Updated over a week ago

Using the Refund Tracker

Learn how Simplifi can help you keep track of expected refunds.
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Written by Nicole
Updated over a week ago

Using Simplifi’s Savings Goals

Learn how to create and contribute to your Savings Goals
Nicole avatar
Written by Nicole
Updated over a week ago

Using Bill Connect

Learn how to use Bill Connect in Simplifi
Natalie avatar
Written by Natalie
Updated over a week ago

How to Connect Multiple Bills to One Biller

Learn how to link multiple Bills to a single Biller in Simplifi
Natalie avatar
Written by Natalie
Updated over a week ago

How Do I Know When My Bill Amount Updates?

Learn about the Bill Connect Icons in Simplifi
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Written by Natalie
Updated over a week ago

Managing Notifications in Simplifi

Learn how to manage your Simplifi Notifications
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Written by Blake
Updated over a week ago

Earning Achievements in Simplifi

Learn about using the Achievements feature in Simplifi
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Written by Natalie
Updated over a week ago