Managing Your Accounts

How to manage your accounts on the Simplifi Web App

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18 articles in this collection
Written by Nicole, Paco, Natalie and 1 other

Adding Accounts in Simplifi

Learn how to add your bank accounts in Simplifi
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Written by Natalie
Updated over a week ago

How to Edit Your Bank Account Names and Account Types

Learn how to edit your Account Display Names, Account Types, and Institution Display Names in Simplifi
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Written by Natalie
Updated over a week ago

How to Delete Bank Accounts in Simplifi

Learn about deleting your bank accounts
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Written by Nicole
Updated over a week ago

Marking Accounts As Closed

Learn how to mark your accounts as "closed" in Simplifi
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Written by Natalie
Updated over a week ago

How to Make an Account 'Manual'

Learn how to make a 'Connected' Account a 'Manual' Account in Simplifi
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Written by Natalie
Updated over a week ago

How to Link Accounts

Learn how to link accounts in Simplifi, as well as how to add additional accounts with an existing bank
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Written by Natalie
Updated over a week ago

How often does Simplifi update my accounts?

Let's discuss how often Simplifi updates accounts
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Written by Blake
Updated over a week ago

Can I reconcile my accounts in Simplifi?

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Written by Paco
Updated over a week ago

How to Add or Remove Columns

Learn how to display or remove Columns on the Transactions page
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Written by Nicole
Updated over a week ago

Does Simplifi have a running balance column?

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Written by Nicole
Updated over a week ago

Tracking Investments in Simplifi

Learn how to track your investments in Simplifi
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Written by Paco
Updated over a week ago

How Does Simplifi Calculate My Balance?

Learn how Simplifi calculates the balance on connected accounts
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Written by Nicole
Updated over a week ago

How To Add Holdings or Cash to a Manual Investment Account

Learn how to manually track Investments in Simplifi
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Written by Natalie
Updated over a week ago

How Do My Investment Balances Update?

Learn how your Investment Data gets updated in Simplifi
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Written by Natalie
Updated over a week ago

How to Access Holdings

Learn how to access and view your Investment Holdings in Simplifi
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Written by Nicole
Updated over a week ago

How to Add an Asset Account

Learn about adding your Assets in Simplifi
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Written by Nicole
Updated over a week ago

Loan Management in Simplifi

Learn how to track your Loans in Simplifi
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Written by Natalie
Updated over a week ago

How Do Projected Balances Work and How Do You Access Them?

Learn how to create and utilize your financial forecast in Simplifi!
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Written by Natalie
Updated over a week ago